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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
HKIM
1576
Hayek Kallen Investment Management
Alabama
$5.59M +$12.9K +66 +0.2%
SGCA
1577
Steel Grove Capital Advisors
Tennessee
$5.58M -$560K -2,865 -9%
ACM
1578
Alta Capital Management
Utah
$5.58M -$14.1K -72 -0.3%
HNW
1579
High Note Wealth
Minnesota
$5.57M +$298K +1,524 +6%
ST
1580
Smithfield Trust
Pennsylvania
$5.57M -$38.3K -196 -0.7%
HA
1581
Hamel Associates
New Jersey
$5.57M +$2.69M +13,780 +100%
IAMOG
1582
Investors Asset Management of Georgia
Georgia
$5.57M +$196 +1 +0%
Koshinski Asset Management
1583
Koshinski Asset Management
Illinois
$5.54M +$329K +1,684 +7%
GBT
1584
Grove Bank & Trust
Florida
$5.54M +$148K +759 +3%
SI
1585
Symmetry Investments
Jersey
$5.54M +$100K +514 +2%
AIM
1586
Athena Investment Management
California
$5.52M -$67.1K -343 -1%
CRCM
1587
Crystal Rock Capital Management
Illinois
$5.52M -$152K -775 -3%
PFGIA
1588
Patriot Financial Group Insurance Agency
Massachusetts
$5.51M +$270K +1,383 +5%
SWM
1589
SeaCrest Wealth Management
New York
$5.5M +$76.6K +392 +1%
GAG
1590
GM Advisory Group
New York
$5.49M +$22.3K +114 +0.4%
SW
1591
SkyOak Wealth
Michigan
$5.47M -$165K -844 -3%
ITIM
1592
Indiana Trust & Investment Management
Indiana
$5.46M +$89.7K +459 +2%
IIC
1593
Ironwood Investment Counsel
Arizona
$5.46M -$93.6K -479 -2%
BCFS
1594
Butensky & Cohen Financial Security
Florida
$5.46M -$174K -890 -3%
AIA
1595
Affinity Investment Advisors
California
$5.46M -$78.6K -402 -1%
MAM
1596
Montchanin Asset Management
Delaware
$5.46M +$19.6K +100 +0.4%
HL
1597
HeadInvest LLC
Maine
$5.42M -$204K -1,046 -4%
RI
1598
Redwood Investments
Massachusetts
$5.42M -$188K -962 -3%
SSI
1599
Scott & Selber Inc
Texas
$5.42M +$70.8K +362 +1%
BEI
1600
Benjamin Edwards Inc
Missouri
$5.42M -$50.6K -259 -1%