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JPMorgan Chase

4,166 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: 4,1094,166 (+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
4,166
Holders Change
+57
Holders Change %
+1.39%
% of All Funds
60.17%
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
LC
1476
Legacy CG
Texas
$6.27M -$53.6K -274 -0.9%
ICP
1477
Ironvine Capital Partners
Nebraska
$6.26M -$37.5K -192 -0.6%
RMSCM
1478
R.M. Sincerbeaux Capital Management
New York
$6.26M
MFG
1479
MidWestOne Financial Group
Iowa
$6.26M -$57.5K -294 -0.9%
AFM
1480
Abbot Financial Management
Massachusetts
$6.26M -$75.5K -386 -1%
AT
1481
Arden Trust
Delaware
$6.24M -$192K -984 -3%
WBWA
1482
William B. Walkup & Associates
South Carolina
$6.23M +$6.02M +30,803 New
WE
1483
Wealth Effects
Massachusetts
$6.23M +$60.8K +311 +1%
SCP
1484
Stamos Capital Partners
California
$6.22M +$135K +690 +2%
RFN
1485
RDA Financial Network
Iowa
$6.21M -$2.54K -13 -0%
LA
1486
LVW Advisors
New York
$6.21M +$55.9K +286 +0.9%
BONH
1487
Bank of New Hampshire
New Hampshire
$6.2M -$179K -915 -3%
RIA
1488
Regal Investment Advisors
Michigan
$6.17M -$22.3K -114 -0.4%
PFBT
1489
Parkside Financial Bank & Trust
Missouri
$6.16M -$89.5K -458 -1%
FAM
1490
Formidable Asset Management
Ohio
$6.15M +$44K +225 +0.7%
ACM
1491
Argyle Capital Management
Pennsylvania
$6.15M -$689K -3,525 -10%
MCM
1492
McKinley Capital Management
Alaska
$6.15M -$1.73M -8,830 -23%
EWM
1493
EPG Wealth Management
Georgia
$6.15M -$5.7M -29,180 Closed
AP
1494
Americana Partners
Texas
$6.13M +$99.3K +508 +2%
MCA
1495
MSH Capital Advisors
Arizona
$6.13M +$18.2K +93 +0.3%
TNBTD
1496
Trustmark National Bank Trust Department
Mississippi
$6.12M +$421K +2,152 +8%
9WM
1497
9258 Wealth Management
Ohio
$6.12M -$62.6K -320 -1%
HPIA
1498
Hamilton Point Investment Advisors
North Carolina
$6.11M -$68K -348 -1%
WP
1499
WealthShield Partners
North Carolina
$6.11M +$163K +833 +3%
UHC
1500
Union Heritage Capital
Michigan
$6.11M