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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
AIM
1401
AMI Investment Management
Indiana
$6.97M -$598K -3,058 -8%
PFA
1402
Pathway Financial Advisers
Indiana
$6.96M -$18.8K -96 -0.3%
GIA
1403
Guyasuta Investment Advisors
Pennsylvania
$6.95M -$188K -960 -2%
MNBTD
1404
Moody National Bank Trust Division
Texas
$6.95M +$285K +1,456 +4%
PKC
1405
Palmer Knight Company
Florida
$6.9M +$13.7K +70 +0.2%
IA
1406
IFG Advisory
Georgia
$6.9M +$370K +1,893 +6%
OWP
1407
Obermeyer Wealth Partners
Colorado
$6.9M +$224K +1,147 +3%
KCG
1408
Kinsale Capital Group
Virginia
$6.9M +$1.15M +5,863 +21%
TAM
1409
Trust Asset Management
Texas
$6.9M
LC
1410
Lindbrook Capital
California
$6.88M -$200K -1,022 -3%
IAS
1411
Insigneo Advisory Services
Florida
$6.88M -$786K -4,019 -10%
CIP
1412
Capital Insight Partners
Arizona
$6.87M -$393K -2,012 -6%
BFA
1413
Bill Few Associates
Pennsylvania
$6.87M -$179K -918 -3%
MA
1414
MSA Advisors
California
$6.86M -$39.1K -200 -0.6%
CAG
1415
Csenge Advisory Group
Florida
$6.85M +$329K +1,682 +5%
BBWA
1416
Bell & Brown Wealth Advisors
California
$6.85M +$177K +907 +3%
FSG
1417
Financial Strategies Group
Michigan
$6.85M +$786K +4,019 +14%
VA
1418
Valmark Advisers
Ohio
$6.84M +$384K +1,964 +6%
CT
1419
Chicago Trust
Illinois
$6.83M +$613K +3,134 +10%
SP
1420
Stonebrook Private
Michigan
$6.82M +$237K +1,214 +4%
ALC
1421
Alexander Labrunerie & Co
Missouri
$6.82M +$3.91K +20 +0.1%
AIP
1422
Ameritas Investment Partners
Nebraska
$6.82M -$186K -952 -3%
NAM
1423
NTV Asset Management
West Virginia
$6.79M -$23.3K -119 -0.4%
PG
1424
Patten Group
Tennessee
$6.79M +$2.35K +12 +0%
WWA
1425
WCG Wealth Advisors
Nevada
$6.79M +$101K +517 +2%