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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
TI
1351
tru Independence
Oregon
$7.58M -$47.3K -242 -0.6%
HCM
1352
Howland Capital Management
Massachusetts
$7.57M -$202K -1,031 -3%
ST
1353
Somerset Trust
Pennsylvania
$7.57M -$12.7K -65 -0.2%
OL
1354
Owen LaRue
Kentucky
$7.56M -$475K -2,428 -6%
Jacobs Levy Equity Management
1355
Jacobs Levy Equity Management
New Jersey
$7.56M +$6.06M +30,985 +486%
WPIC
1356
White Pine Investment Company
Michigan
$7.55M +$126K +645 +2%
TPA
1357
Trivium Point Advisory
Connecticut
$7.55M +$585K +2,990 +9%
BRM
1358
Boston Research & Management
Massachusetts
$7.51M -$111K -569 -2%
MCP
1359
Martin Capital Partners
Oregon
$7.49M -$273K -1,398 -4%
SFI
1360
SPC Financial Inc
Maryland
$7.47M +$331K +1,693 +5%
PL
1361
Parkwood LLC
Ohio
$7.45M +$151K +772 +2%
SCM
1362
Sitrin Capital Management
California
$7.44M +$27K +138 +0.4%
SAI
1363
Systematic Alpha Investments
New Jersey
$7.44M
FPFS
1364
First Personal Financial Services
North Carolina
$7.44M -$30.7K -157 -0.4%
BKA
1365
Brick & Kyle Associates
Pennsylvania
$7.44M +$239K +1,221 +3%
CICC
1366
Capital Investment Counsel (Colorado)
Colorado
$7.43M +$229K +1,170 +3%
BAM
1367
Belpointe Asset Management
Nevada
$7.43M +$131K +669 +2%
FFN
1368
Focus Financial Network
Minnesota
$7.42M +$297K +1,521 +5%
SNB
1369
Security National Bank
Nebraska
$7.4M -$76.6K -392 -1%
BA
1370
Baugh & Associates
Georgia
$7.4M -$339K -1,735 -5%
IFAM
1371
Institutional & Family Asset Management
Colorado
$7.4M -$98.5K -504 -1%
NHT
1372
New Hampshire Trust
New Hampshire
$7.36M +$21.3K +109 +0.3%
SFA
1373
Semmax Financial Advisors
North Carolina
$7.35M +$417K +2,135 +6%
EM
1374
Excalibur Management
Massachusetts
$7.33M +$34.8K +178 +0.5%
ECM
1375
Exchange Capital Management
Michigan
$7.31M -$71.6K -366 -1%