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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
CD
1451
Chapin Davis
Maryland
$6.53M +$89K +455 +1%
FMB
1452
Field & Main Bank
Kentucky
$6.53M +$21.5K +110 +0.3%
WTA
1453
Washington Trust Advisors
Massachusetts
$6.52M +$118K +604 +2%
FC
1454
Forte Capital
New York
$6.52M -$62.8K -321 -1%
FLI
1455
Family Legacy Inc
South Carolina
$6.51M -$210K -1,075 -3%
GSEP
1456
Golden State Equity Partners
California
$6.5M +$6.28M +32,116 New
SBIA
1457
Sheaff Brock Investment Advisors
Indiana
$6.48M -$818K -4,185 -12%
HA
1458
Herold Advisors
New York
$6.47M +$482K +2,464 +8%
IWA
1459
Icon Wealth Advisors
Texas
$6.45M +$1.63M +8,335 +38%
WBC
1460
West Branch Capital
Massachusetts
$6.45M +$15.4K +79 +0.2%
KA
1461
Kovack Advisors
Florida
$6.45M +$140K +718 +2%
FTIS
1462
First Trust Investment Solutions
Florida
$6.45M +$3.39M +17,333 +119%
NP
1463
Nilsine Partners
Colorado
$6.42M +$19.2K +98 +0.3%
CWA
1464
Clarity Wealth Advisors
California
$6.41M -$271K -1,385 -4%
RWB
1465
RMR Wealth Builders
New Jersey
$6.4M +$245K +1,253 +4%
RA
1466
RFG Advisory
Alabama
$6.4M +$434K +2,220 +8%
LC
1467
Lincoln Capital
Nebraska
$6.36M -$3.32K -17 -0.1%
BMA
1468
Brooks Moore & Associates
Tennessee
$6.35M -$51.8K -265 -0.8%
BFC
1469
Bedel Financial Consulting
Indiana
$6.33M -$4.5K -23 -0.1%
CSPAM
1470
Cary Street Partners Asset Management
Virginia
$6.33M +$85.6K +438 +1%
SCM
1471
Silvant Capital Management
Georgia
$6.33M
WP
1472
WealthPLAN Partners
Nebraska
$6.32M -$39.9K -204 -0.6%
BHWA
1473
Beacon Harbor Wealth Advisors
Virginia
$6.32M +$9.58K +49 +0.2%
RWM
1474
Rockline Wealth Management
New York
$6.31M +$151K +773 +3%
PCG
1475
Prosperity Consulting Group
Maryland
$6.31M +$97.8K +500 +2%