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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
LSWM
1326
Lorne Steinberg Wealth Management
Canada
$7.9M +$1.96K +10 +0%
PPW
1327
Parcion Private Wealth
Washington
$7.9M -$251K -1,285 -3%
CF
1328
Centaurus Financial
California
$7.88M +$1.15M +5,900 +18%
SCM
1329
Summerhill Capital Management
Ontario, Canada
$7.87M -$215K -1,102 -3%
IFG
1330
Independent Financial Group
California
$7.87M -$184K -939 -2%
VST
1331
Van Strum & Towne
California
$7.84M -$49.9K -255 -0.7%
CCA
1332
Checchi Capital Advisers
California
$7.84M +$45.2K +231 +0.6%
CWM
1333
Chemistry Wealth Management
New York
$7.84M -$67.4K -345 -0.9%
LHC
1334
Little House Capital
Massachusetts
$7.81M +$867K +4,436 +13%
PWS
1335
Peloton Wealth Strategists
Indiana
$7.75M -$15.1K -77 -0.2%
QI
1336
Qtron Investments
Massachusetts
$7.75M
PTC
1337
Philadelphia Trust Company
Pennsylvania
$7.74M +$38.9K +199 +0.5%
AAMA
1338
Advanced Asset Management Advisors
Ohio
$7.74M -$8.41K -43 -0.1%
EL
1339
Essex LLC
Illinois
$7.73M +$46.7K +239 +0.6%
DW30
1340
Drucker Wealth 3.0
New Jersey
$7.73M +$7.47M +38,226 New
RWA
1341
Roberts Wealth Advisors
California
$7.71M +$43.8K +224 +0.6%
CM
1342
Churchill Management
California
$7.7M +$1.39M +7,089 +23%
HAI
1343
Hennessy Advisors Inc
California
$7.69M -$430K -2,200 -5%
BB
1344
Berkshire Bank
Massachusetts
$7.67M -$350K -1,788 -5%
DIM
1345
DLK Investment Management
California
$7.67M -$36.6K -187 -0.5%
SFA
1346
Souders Financial Advisors
Ohio
$7.67M +$350K +1,792 +5%
LFA
1347
Legacy Financial Advisors
Kentucky
$7.59M -$430K -2,198 -6%
ACG
1348
Allen Capital Group
Nebraska
$7.58M -$184K -943 -2%
PA
1349
PFG Advisors
Arizona
$7.58M +$122K +623 +2%
LT
1350
Legacy Trust
Michigan
$7.58M -$511K -2,615 -7%