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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
BP
1426
BBR Partners
New York
$6.78M -$916K -4,686 -12%
GC
1427
Globeflex Capital
California
$6.76M
PAM
1428
Pegasus Asset Management
New York
$6.75M +$279K +1,427 +4%
BTI
1429
Blue Trust Inc
Georgia
$6.75M +$917K +4,693 +16%
MMPW
1430
Mitchell McLeod Pugh & Williams
Alabama
$6.75M +$4.89K +25 +0.1%
CFCI
1431
Comprehensive Financial Consultants Institutional
Indiana
$6.74M +$310K +1,587 +5%
BWM
1432
BigSur Wealth Management
Florida
$6.73M +$616K +3,149 +10%
FWP
1433
FAS Wealth Partners
Kansas
$6.72M +$191K +978 +3%
EWA
1434
EverSource Wealth Advisors
Alabama
$6.72M +$606K +3,098 +11%
SSW
1435
Stone Summit Wealth
Florida
$6.71M -$170K -868 -3%
RA
1436
Ransom Advisory
Rhode Island
$6.7M +$74.5K +381 +1%
EA
1437
Everpar Advisors
Oklahoma
$6.7M +$340K +1,740 +6%
WWM
1438
Western Wealth Management
Colorado
$6.69M +$289K +1,480 +5%
KFBMI
1439
Kentucky Farm Bureau Mutual Insurance
Kentucky
$6.67M
MWAM
1440
Manhattan West Asset Management
California
$6.66M -$770K -3,941 -11%
IC
1441
Inscription Capital
Texas
$6.63M +$87.6K +448 +1%
UWM
1442
Udine Wealth Management
Florida
$6.61M +$8.41K +43 +0.1%
NF
1443
Nikulski Financial
Iowa
$6.59M +$21.3K +109 +0.3%
CCM
1444
Cinctive Capital Management
New York
$6.57M +$6.35M +32,505 New
CNFG
1445
Creegan & Nassoura Financial Group
New Hampshire
$6.56M -$58.6K -300 -0.9%
AC
1446
Addison Capital
Pennsylvania
$6.56M +$149K +763 +2%
AIM
1447
AHL Investment Management
Florida
$6.55M -$80.5K -412 -1%
GCM
1448
Gibraltar Capital Management
Oklahoma
$6.54M +$575K +2,943 +10%
RCA
1449
Resonant Capital Advisors
Wisconsin
$6.54M +$595K +3,044 +10%
EGA
1450
E&G Advisors
Texas
$6.53M +$73.5K +376 +1%