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JPMorgan Chase

4,165 hedge funds and large institutions have $416B invested in JPMorgan Chase in 2024 Q2 according to their latest regulatory filings, with 201 funds opening new positions, 1,733 increasing their positions, 1,808 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 201 | Existing positions closed: 90

1% more funds holding

Funds holding: 4,1084,165 (+57)

1% more capital invested

Capital invested by funds: $414B → $416B (+$2.39B)

0.16% less ownership

Funds ownership: 71.84%71.68% (-0.16%)

4% less repeat investments, than reductions

Existing positions increased: 1,733 | Existing positions reduced: 1,808

6% less funds holding in top 10

Funds holding in top 10: 719675 (-44)

20% less call options, than puts

Call options by funds: $7.24B | Put options by funds: $9.01B

Holders
4,165
Holders Change
+57
Holders Change %
+1.39%
% of All Funds
60.16%
Holding in Top 10
675
Holding in Top 10 Change
-44
Holding in Top 10 Change %
-6.12%
% of All Funds
9.75%
New
201
Increased
1,733
Reduced
1,808
Closed
90
Calls
$7.24B
Puts
$9.01B
Net Calls
-$1.77B
Net Calls Change
-$921M
Name Holding Trade Value Shares
Change
Change in
Stake
DSC
1226
Duncker Streett & Co
Missouri
$9.04M +$2.74K +14 +0%
OSNBOA
1227
Old Second National Bank of Aurora
Illinois
$9.03M -$262K -1,341 -3%
IUHSA
1228
Itau Unibanco Holding S.A.
Brazil
$9.03M +$8.72M +44,621 New
MCM
1229
McRae Capital Management
New Jersey
$9.01M -$39.3K -201 -0.4%
ERWM
1230
Elk River Wealth Management
Colorado
$9.01M +$50.6K +259 +0.6%
AG
1231
Advocate Group
Minnesota
$8.98M +$245K +1,253 +3%
AC
1232
Abbrea Capital
California
$8.98M -$136K -696 -2%
NS
1233
NBC Securities
Alabama
$8.98M +$33.2K +170 +0.4%
CCM
1234
Canal Capital Management
Virginia
$8.98M -$122K -625 -1%
NCM
1235
Nelson Capital Management
California
$8.98M -$48.5K -248 -0.6%
BA
1236
Bridgewater Advisors
New York
$8.97M +$1.15M +5,887 +16%
WIS
1237
Wright Investors Service
Connecticut
$8.97M -$915K -4,682 -10%
PL
1238
Parthenon LLC
Kentucky
$8.97M -$168K -860 -2%
SCA
1239
Stokes Capital Advisors
South Carolina
$8.96M -$180K -920 -2%
DIA
1240
Dean Investment Associates
Ohio
$8.94M -$497K -2,541 -5%
CCM
1241
Copeland Capital Management
Pennsylvania
$8.91M +$1.24M +6,352 +17%
SIM
1242
Stratos Investment Management
Ohio
$8.88M -$2.02M -10,331 -19%
RIA
1243
RPG Investment Advisory
California
$8.86M -$90.3K -462 -1%
TCM
1244
Traynor Capital Management
Pennsylvania
$8.83M +$257K +1,315 +3%
PWS
1245
Peterson Wealth Services
Utah
$8.83M +$79.8K +408 +0.9%
GIP
1246
Granite Investment Partners
California
$8.82M -$2.74K -14 -0%
FMTC
1247
Farmers & Merchants Trust Company
California
$8.81M -$359K -1,835 -4%
TAM
1248
Townsend Asset Management
North Carolina
$8.77M +$164K +837 +2%
GCM
1249
Garland Capital Management
Washington
$8.77M -$417K -2,135 -5%
BFG
1250
Beacon Financial Group
Texas
$8.75M +$13.5K +69 +0.2%