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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
BHC
1376
Bowen Hanes & Co
Florida
$7.28M -$40.1K -205 -0.6%
MYIA
1377
Mount Yale Investment Advisors
Colorado
$7.24M -$59.8K -306 -0.8%
FCMT
1378
Founders Capital Management (Texas)
Texas
$7.24M -$74.3K -380 -1%
MA
1379
McBroom & Associates
Nevada
$7.24M +$235K +1,203 +3%
DBIA
1380
Dumont & Blake Investment Advisors
New Jersey
$7.22M +$3.48M +17,817 +100%
WPC
1381
Wedmont Private Capital
Pennsylvania
$7.21M +$598K +3,059 +10%
CWM
1382
Cordatus Wealth Management
Pennsylvania
$7.2M +$7.23K +37 +0.1%
PJSIMP
1383
P.J. Schmidt Investment Management (PJS)
Wisconsin
$7.19M +$78.6K +402 +1%
TA
1384
TFG Advisers
Michigan
$7.18M -$147K -753 -2%
BFC
1385
Blue Fin Capital
Rhode Island
$7.17M -$3.13K -16 -0%
JFG
1386
Jefferies Financial Group
New York
$7.15M -$43M -219,797 -86%
GFA
1387
Gifford Fong Associates
California
$7.14M
KIM
1388
Kestra Investment Management
Texas
$7.11M +$6.88M +35,177 New
P
1389
Paradiem
Louisiana
$7.11M
DS
1390
DRW Securities
Illinois
$7.11M +$1.54M +7,899 +29%
AAM
1391
Augustine Asset Management
Florida
$7.1M +$33.6K +172 +0.5%
ST
1392
Sentinel Trust
Texas
$7.08M +$3.52K +18 +0.1%
HAC
1393
Harbor Advisory Corp
New Hampshire
$7.07M -$406K -2,076 -6%
SB
1394
Strategic Blueprint
Georgia
$7.06M -$159K -811 -2%
HCA
1395
Horan Capital Advisors
Ohio
$7.06M -$50.4K -258 -0.7%
CSA
1396
Cottage Street Advisors
Massachusetts
$7.03M -$26.2K -134 -0.4%
MCCP
1397
Mission Creek Capital Partners
California
$7.02M +$1.59M +8,135 +31%
WAM
1398
Werlinich Asset Management
Connecticut
$7.01M
MW
1399
Marcum Wealth
Ohio
$7M +$78.8K +403 +1%
HWMO
1400
Heritage Wealth Management (Ohio)
Ohio
$6.98M +$6.67M +34,095 New