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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
MWS
1601
Maxwell Wealth Strategies
California
$5.41M -$2.93K -15 -0.1%
AHIA
1602
Andrew Hill Investment Advisors
Florida
$5.41M +$490K +2,505 +10%
UCI
1603
Uncommon Cents Investing
Wisconsin
$5.41M -$10.4K -53 -0.2%
FPB
1604
First PREMIER Bank
South Dakota
$5.4M +$6.45K +33 +0.1%
HIC
1605
Holderness Investments Company
North Carolina
$5.4M +$87.8K +449 +2%
GS
1606
GTS Securities
New York
$5.4M +$4.14M +21,189 +386%
HCM
1607
Hudson Capital Management
New Jersey
$5.4M +$73.9K +378 +1%
MMG
1608
Monetary Management Group
Missouri
$5.39M -$53.8K -275 -1%
MBT
1609
Montecito Bank & Trust
California
$5.39M +$8.6K +44 +0.2%
FNBOMD
1610
First National Bank of Mount Dora
Florida
$5.37M -$264K -1,348 -5%
BOPW
1611
Brandywine Oak Private Wealth
Pennsylvania
$5.36M +$51.4K +263 +1%
COI
1612
Connable Office Inc
Michigan
$5.36M -$247K -1,262 -5%
CGL
1613
Clarius Group LLC
Washington
$5.35M -$135K -691 -3%
MA
1614
Modus Advisors
Minnesota
$5.34M +$58.1K +297 +1%
CA
1615
CoreCap Advisors
Michigan
$5.34M +$32.6K +167 +0.6%
PGWM
1616
Parisi Gray Wealth Management
New Jersey
$5.33M -$13.3K -68 -0.3%
TW
1617
TrinityPoint Wealth
Connecticut
$5.31M +$76.2K +390 +2%
MG
1618
Mather Group
Illinois
$5.3M +$1.23M +6,275 +31%
AIS
1619
AM Investment Strategies
Tennessee
$5.29M +$61.2K +313 +1%
CT
1620
Coastline Trust
Rhode Island
$5.29M -$1.05M -5,375 -17%
MAM
1621
Mystic Asset Management
Rhode Island
$5.27M -$782 -4 -0%
ESB
1622
Essex Savings Bank
Connecticut
$5.26M -$6.26K -32 -0.1%
CCAM
1623
Codex Capital Asset Management
Texas
$5.26M +$5.08M +26,000 New
MCB
1624
Morton Community Bank
Illinois
$5.25M +$99.9K +511 +2%
VIM
1625
Vista Investment Management
Pennsylvania
$5.25M -$136K -696 -3%