We are live on ! Find out more
JPM icon

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
SAM
1301
Selway Asset Management
$8.16M -$137K -700 -2%
AI
1302
Arvest Investments
Arkansas
$8.15M -$262K -1,340 -3%
BBA
1303
Baader Bank Aktiengesellschaft
Germany
$8.15M -$475K -2,428 -6%
GC
1304
Giverny Capital
Quebec, Canada
$8.14M +$200K +1,023 +3%
HH
1305
Hilltop Holdings
Texas
$8.13M -$185K -945 -2%
AF
1306
Arrow Financial
New York
$8.12M -$390K -1,996 -5%
FC
1307
Fusion Capital
South Carolina
$8.12M -$159K -811 -2%
AG
1308
AlTi Global
New York
$8.09M -$280K -1,431 -3%
AIM
1309
Anchor Investment Management
South Carolina
$8.09M +$234K +1,195 +3%
AOWM
1310
Alpha Omega Wealth Management
Virginia
$8.08M -$79.4K -406 -1%
VT
1311
Vise Technologies
New York
$8.06M +$37.3K +191 +0.5%
RSWM
1312
Robertson Stephens Wealth Management
California
$8.05M +$153K +783 +2%
CNBTD
1313
Citizens National Bank Trust Department
Mississippi
$8.04M +$25K +128 +0.3%
TL
1314
Tradewinds LLC
North Carolina
$8.04M +$928K +4,747 +14%
CC
1315
Centiva Capital
New York
$8M +$7.27M +37,180 +1,558%
GL
1316
Graypoint LLC
New York
$7.99M -$948K -4,848 -11%
EFMC
1317
Empire Financial Management Company
New York
$7.97M +$124K +633 +2%
TCWA
1318
Turtle Creek Wealth Advisors
Texas
$7.95M +$739K +3,780 +11%
BA
1319
Bristlecone Advisors
Washington
$7.95M -$184K -943 -2%
MAM
1320
Mirabaud Asset Management
United Kingdom
$7.93M +$7.67M +39,227 New
MP
1321
McDonald Partners
Ohio
$7.93M -$135K -693 -2%
MBTD
1322
Mechanics Bank - Trust Department
California
$7.93M +$91.1K +466 +1%
AC
1323
Arjuna Capital
North Carolina
$7.92M +$109K +560 +1%
GP
1324
Girard Partners
Pennsylvania
$7.92M -$760K -3,889 -9%
SIA
1325
Soltis Investment Advisors
Utah
$7.9M +$64.5K +330 +0.9%