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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
HI
1626
Hoey Investments
Pennsylvania
$5.23M +$684K +3,501 +16%
TPI
1627
Trust Point Inc
Wisconsin
$5.22M -$210K -1,076 -4%
MWM
1628
Modern Wealth Management
Kansas
$5.22M +$387K +1,982 +8%
IA
1629
Icon Advisers
Colorado
$5.22M -$430K -2,200 -8%
IRAG
1630
Investment Research & Advisory Group
Georgia
$5.22M +$68.2K +349 +1%
LCM
1631
Liberty Capital Management
Michigan
$5.21M +$66.1K +338 +1%
LRPA
1632
L. Roy Papp & Associates
Arizona
$5.21M -$14.7K -75 -0.3%
AIMA
1633
Ables Iannone Moore & Associates
Georgia
$5.2M -$65.1K -333 -1%
MCC
1634
Malaga Cove Capital
California
$5.2M -$14.9K -76 -0.3%
AFA
1635
Arlington Financial Advisors
California
$5.19M -$157K -804 -3%
HWAM
1636
Hennion & Walsh Asset Management
New Jersey
$5.19M -$296K -1,512 -6%
GJWM
1637
Gilliland Jeter Wealth Management
Arkansas
$5.18M -$54.9K -281 -1%
BCMO
1638
Buckingham Capital Management (Ohio)
Ohio
$5.18M -$331K -1,691 -6%
NSLI
1639
Nan Shan Life Insurance
Taiwan
$5.18M
MC
1640
Mathes Company
New York
$5.16M +$87K +445 +2%
GCA
1641
Gradient Capital Advisors
California
$5.15M +$60.2K +308 +1%
MSAM
1642
Moloney Securities Asset Management
Missouri
$5.14M -$39.3K -201 -0.8%
CWM
1643
Connecticut Wealth Management
Connecticut
$5.14M +$595K +3,045 +14%
BFPW
1644
BOK Financial Private Wealth
Colorado
$5.14M -$46.5K -238 -0.9%
RCM
1645
RB Capital Management
Nevada
$5.13M +$11.1K +57 +0.2%
TLP
1646
Trinity Legacy Partners
Texas
$5.12M +$239K +1,222 +5%
SP
1647
Saranac Partners
$5.12M +$4.51M +23,047 +1,014%
HPCM
1648
Hunter Perkins Capital Management
Illinois
$5.11M +$276K +1,410 +6%
MPPLM
1649
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$5.1M -$38.9K -199 -0.8%
SIAG
1650
Signet Investment Advisory Group
Rhode Island
$5.1M +$34.4K +176 +0.7%