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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
ANB
1526
Amarillo National Bank
Texas
$5.95M -$33.6K -172 -0.6%
AWM
1527
Accurate Wealth Management
Florida
$5.94M +$260K +1,328 +5%
1IA
1528
1834 Investment Advisors
Wisconsin
$5.93M -$204K -1,044 -3%
CWP
1529
Concord Wealth Partners
Virginia
$5.92M +$297K +1,519 +5%
BWG
1530
Berry Wealth Group
Texas
$5.91M +$126K +644 +2%
RBC
1531
Romano Brothers & Co
Illinois
$5.91M -$36K -184 -0.6%
FWM
1532
Fairhaven Wealth Management
Illinois
$5.91M -$33K -169 -0.6%
CT
1533
Clearstead Trust
Maine
$5.9M +$98.1K +502 +2%
EBT
1534
Enterprise Bank & Trust
Massachusetts
$5.9M +$16K +82 +0.3%
KHLMVGHM
1535
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$5.88M
MCCA
1536
Mill Creek Capital Advisors
Pennsylvania
$5.88M +$104K +534 +2%
SMI
1537
Shelter Mutual Insurance
Missouri
$5.87M
CBB
1538
Citizens Business Bank
California
$5.86M -$904K -4,624 -14%
EWA
1539
Exencial Wealth Advisors
Oklahoma
$5.86M -$584K -2,986 -9%
MIM
1540
MTM Investment Management
South Carolina
$5.85M -$92.9K -475 -2%
CWAG
1541
Compton Wealth Advisory Group
Virginia
$5.84M +$176K +901 +3%
SS
1542
Sunbelt Securities
Texas
$5.83M +$57.1K +292 +1%
RBA
1543
Richard Bernstein Advisors
New York
$5.83M
CWP
1544
CFM Wealth Partners
Texas
$5.82M +$121K +620 +2%
HCM
1545
Hall Capital Management
Rhode Island
$5.82M +$43.6K +223 +0.8%
MCM
1546
MV Capital Management
Maryland
$5.8M +$37.5K +192 +0.7%
DA
1547
DCM Advisors
New York
$5.8M -$1.06M -5,397 -16%
LFA
1548
Lauterbach Financial Advisors
Texas
$5.79M +$5.87K +30 +0.1%
PTP
1549
Platform Technology Partners
New York
$5.78M +$5.58M +28,557 New
PCA
1550
Peddock Capital Advisors
Massachusetts
$5.77M -$221K -1,132 -4%