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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
BWL
1251
Bogart Wealth LLC
Virginia
$8.75M -$249K -1,276 -3%
HI
1252
Harbour Investments
Wisconsin
$8.73M -$1.12M -5,741 -12%
WCA
1253
Westover Capital Advisors
Delaware
$8.73M +$905K +4,631 +12%
LWIC
1254
Leith Wheeler Investment Counsel
British Columbia, Canada
$8.72M +$2.23M +11,423 +36%
RAM
1255
Redmond Asset Management
Virginia
$8.71M -$708K -3,624 -8%
FIB
1256
First Interstate Bank
Montana
$8.7M -$152K -780 -2%
BWAM
1257
Boyd Watterson Asset Management
Ohio
$8.69M -$243K -1,243 -3%
APSI
1258
Asset Planning Services Inc
Louisiana
$8.67M -$135K -690 -2%
CA
1259
Claro Advisors
Massachusetts
$8.67M +$295K +1,508 +4%
AMM
1260
American Money Management
California
$8.66M -$1.36M -6,956 -14%
GWMIA
1261
Global Wealth Management Investment Advisory
Florida
$8.66M +$281K +1,439 +3%
EW
1262
Evexia Wealth
Wisconsin
$8.64M -$50.4K -258 -0.6%
PFM
1263
Premier Fund Managers
United Kingdom
$8.63M -$351K -1,794 -4%
IB
1264
Intrust Bank
Kansas
$8.63M +$587 +3 +0%
CWM
1265
Concentric Wealth Management
California
$8.61M +$14.9K +76 +0.2%
SAG
1266
SageView Advisory Group
California
$8.61M +$8.32M +42,563 New
ETC
1267
Exchange Traded Concepts
Oklahoma
$8.6M +$8.3M +42,455 +64,326%
LFM
1268
LGT Fund Management
Liechtenstein
$8.57M +$4.96M +25,353 +149%
DIP
1269
DT Investment Partners
Pennsylvania
$8.56M +$177K +906 +2%
BPC
1270
Banque Pictet & Cie
Switzerland
$8.56M -$1.67M -8,535 -17%
PTC
1271
Private Trust Company
Ohio
$8.55M -$342K -1,747 -4%
KCPG
1272
Kavar Capital Partners Group
Kansas
$8.54M -$17.6K -90 -0.2%
HCM
1273
Hilton Capital Management
New York
$8.53M +$394K +2,015 +5%
TC
1274
TwinBeech Capital
New York
$8.52M -$11.7M -59,709 -59%
NB
1275
Northwest Bancshares
Pennsylvania
$8.49M -$710K -3,633 -8%