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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
MPIA
1676
Mountain Pacific Investment Advisers
Idaho
$4.95M -$236K -1,208 -5%
LRWA
1677
Long Run Wealth Advisors
New York
$4.95M -$672K -3,435 -12%
WIC
1678
Wilkins Investment Counsel
Massachusetts
$4.94M -$68.4K -350 -1%
SIC
1679
Shoker Investment Counsel
Ohio
$4.94M -$254K -1,298 -5%
LDB
1680
Lee, Danner & Bass
Tennessee
$4.93M +$4.76M +24,362 New
RAM
1681
Roanoke Asset Management
New Jersey
$4.93M +$3.32K +17 +0.1%
MCWS
1682
McKinley Carter Wealth Services
West Virginia
$4.92M -$73.3K -375 -2%
WAS
1683
Winch Advisory Services
Wisconsin
$4.91M +$64.3K +329 +1%
SIA
1684
SeaBridge Investment Advisors
New Jersey
$4.91M -$2.93K -15 -0.1%
LA
1685
Legacy Advisors
Pennsylvania
$4.9M +$760K +3,887 +19%
UB
1686
Umpqua Bank
Oregon
$4.9M +$130K +666 +3%
PPWP
1687
Premier Path Wealth Partners
New Jersey
$4.9M +$186K +953 +4%
CST
1688
Charles Schwab Trust
Nevada
$4.9M +$215K +1,100 +5%
GWANC
1689
Guardian Wealth Advisors (North Carolina)
North Carolina
$4.89M +$15.2K +78 +0.3%
AC
1690
Avestar Capital
New York
$4.89M +$787K +4,023 +20%
NDSI
1691
Newman Dignan & Sheerar Inc
Rhode Island
$4.88M -$93.5K -478 -2%
HA
1692
Harbor Advisors
Florida
$4.88M
SIAP
1693
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4.87M -$33.8K -173 -0.7%
MFC
1694
Mechanics Financial Corp
Ohio
$4.86M -$27.4K -140 -0.6%
SIM
1695
Studio Investment Management
Illinois
$4.86M +$129K +661 +3%
PMSA
1696
Patrick M. Sweeney & Associates
Illinois
$4.85M -$1.37K -7 -0%
FBC
1697
Fairfield, Bush & Co
Connecticut
$4.85M -$169K -866 -3%
LNWTC
1698
Laird Norton Wetherby Trust Company
Washington
$4.83M
DA
1699
Doliver Advisors
Texas
$4.81M -$172K -882 -4%
SCM
1700
Seascape Capital Management
New Hampshire
$4.8M +$38.7K +198 +0.8%