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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
LM
1651
Lincluden Management
Ontario, Canada
$5.09M +$249K +1,273 +5%
VNA
1652
Valley National Advisers
Pennsylvania
$5.09M -$365K -1,867 -7%
1WM
1653
1900 Wealth Management
Texas
$5.09M -$1.53M -7,844 -24%
NB
1654
Nicolet Bankshares
Wisconsin
$5.07M +$10.8K +55 +0.2%
LS
1655
Leelyn Smith
Illinois
$5.06M +$6.65K +34 +0.1%
GSB
1656
Greenfield Savings Bank
Massachusetts
$5.06M +$41.1K +210 +0.8%
MFS
1657
Monetta Financial Services
Illinois
$5.06M -$587K -3,000 -11%
AWMT
1658
AAFMAA Wealth Management & Trust
North Carolina
$5.06M
EML
1659
Eos Management LP
New York
$5.06M
SCI
1660
S&CO Inc
Massachusetts
$5.06M
CWM
1661
Calamos Wealth Management
Illinois
$5.04M -$55.9K -286 -1%
WIM
1662
WealthPlan Investment Management
Nebraska
$5.04M +$274K +1,403 +6%
MVA
1663
Mount Vernon Associates
Maryland
$5.03M -$90.9K -465 -2%
AB
1664
Atlas Brown
Kentucky
$5.03M -$306K -1,565 -6%
DCM
1665
Dudley Capital Management
Virginia
$5.02M +$283K +1,450 +6%
BOS
1666
Bank of Stockton
California
$5.01M +$82.5K +422 +2%
UBG
1667
United Bank (Georgia)
Georgia
$5M +$36.8K +188 +0.8%
RP
1668
Rowlandmiller & Partners
Georgia
$5M -$240K -1,230 -5%
SCM
1669
SOL Capital Management
Maryland
$5M +$104K +530 +2%
AL
1670
Aspiriant LLC
California
$4.97M -$1.01M -5,154 -17%
OWA
1671
Octavia Wealth Advisors
Ohio
$4.97M +$7.82K +40 +0.2%
RFA
1672
Rollins Financial Advisors
New York
$4.97M +$1.32M +6,738 +38%
CAMV
1673
Concord Asset Management (Virginia)
Virginia
$4.97M +$523K +2,674 +12%
KA
1674
Klingman & Associates
New York
$4.96M +$2.54M +12,979 +112%
RSS
1675
Rosenblum Silverman Sutton
California
$4.96M -$30.3K -155 -0.6%