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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
FBFS
1501
First Business Financial Services
Wisconsin
$6.11M +$214K +1,093 +4%
LG
1502
Leuthold Group
Minnesota
$6.1M +$5.9M +30,159 New
LOAME
1503
Lombard Odier Asset Management (Europe)
United Kingdom
$6.09M +$396K +2,025 +7%
SC
1504
Syon Capital
California
$6.07M +$104K +530 +2%
AA
1505
Argent Advisors
Louisiana
$6.07M -$155K -792 -3%
AH
1506
Allen Holding
New York
$6.07M
PC
1507
Permanens Capital
New York
$6.06M +$627K +3,205 +12%
ZCI
1508
Zevenbergen Capital Investments
Washington
$6.06M -$73.3K -375 -1%
CI
1509
Cigna Investments
Connecticut
$6.05M -$119K -610 -2%
HCM
1510
Hengehold Capital Management
Ohio
$6.05M -$73.9K -378 -1%
CF
1511
Concorde Financial
Texas
$6.03M -$1.41M -7,202 -19%
BCM
1512
Buckhead Capital Management
Georgia
$6.03M -$20.1K -103 -0.3%
SCP
1513
Sandhill Capital Partners
New York
$6.03M -$138K -704 -2%
LSAG
1514
Lake Street Advisors Group
New Hampshire
$6.02M -$23.5K -120 -0.4%
TPWA
1515
TRUE Private Wealth Advisors
Oregon
$6.02M -$199K -1,018 -3%
SACTSONJ
1516
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$6.01M
PP
1517
Paloma Partners
Connecticut
$6M +$5.64M +28,862 +3,490%
MWA
1518
Midland Wealth Advisors
Illinois
$6M +$215K +1,102 +4%
RCAG
1519
Rehmann Capital Advisory Group
Michigan
$5.99M +$452K +2,310 +8%
AMI
1520
Amica Mutual Insurance
Rhode Island
$5.98M -$694K -3,549 -11%
CAM
1521
Covenant Asset Management
New Jersey
$5.98M -$167K -853 -3%
HWA
1522
HCR Wealth Advisors
California
$5.96M -$4.89K -25 -0.1%
SWM
1523
Scissortail Wealth Management
Oklahoma
$5.96M +$28.2K +144 +0.5%
BL
1524
BFSG LLC
California
$5.95M -$40.1K -205 -0.7%
QI
1525
QV Investors
Alberta, Canada
$5.95M -$1.15M -5,880 -17%