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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
UAM
1276
Unison Asset Management
Florida
$8.49M +$156K +796 +2%
JCM
1277
Jacobi Capital Management
Pennsylvania
$8.49M +$12.5K +64 +0.2%
PCA
1278
Providence Capital Advisors
North Carolina
$8.47M +$64.5K +330 +0.8%
BOSSRA
1279
B.O.S.S. Retirement Advisors
Utah
$8.46M +$2.91M +14,894 +55%
YIA
1280
YHB Investment Advisors
Connecticut
$8.43M +$477K +2,439 +6%
AT
1281
American Trust
Kentucky
$8.4M -$204K -1,045 -2%
PP
1282
PDS Planning
Ohio
$8.4M +$293K +1,499 +4%
MLIC
1283
Mandatum Life Insurance Company
Finland
$8.39M
FNT
1284
First Nebraska Trust
Nebraska
$8.36M -$22.5K -115 -0.3%
JIP
1285
Jaffetilchin Investment Partners
Florida
$8.35M +$165K +844 +2%
SHA
1286
Seneca House Advisors
Virginia
$8.33M -$921K -4,712 -10%
BCPWM
1287
Bradley & Co Private Wealth Management
Florida
$8.31M -$167K -852 -2%
SA
1288
Strategic Advisors
New York
$8.29M -$352K -1,803 -4%
RC
1289
RBF Capital
California
$8.29M
FFA
1290
Farther Finance Advisors
California
$8.28M +$1.82M +9,308 +30%
CAAS
1291
Capital Asset Advisory Services
Michigan
$8.28M +$47.7K +244 +0.6%
PWMAG
1292
Pinnacle Wealth Management Advisory Group
New Jersey
$8.27M -$29.7K -152 -0.4%
EI
1293
Ethic Inc
New York
$8.24M +$1.42M +7,266 +22%
FCP
1294
Fidelis Capital Partners
Florida
$8.24M +$958K +4,898 +14%
CWM
1295
Chronos Wealth Management
Florida
$8.23M +$1.56K +8 +0%
HZ
1296
Hixon Zuercher
Ohio
$8.23M -$1.02M -5,222 -11%
HCM
1297
Harvey Capital Management
Florida
$8.22M -$484K -2,477 -6%
DDC
1298
DF Dent & Co
Maryland
$8.2M -$1.25M -6,419 -14%
CIA
1299
Covington Investment Advisors
Pennsylvania
$8.19M -$1.01M -5,167 -11%
CGIM
1300
Capital Group Investment Management
Singapore
$8.17M -$2.49M -12,761 -24%