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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
PP
1701
Pacifica Partners
Canada
$4.8M -$23.5K -120 -0.5%
MAWCM
1702
Mine & Arao Wealth Creation & Management
California
$4.8M +$616K +3,151 +15%
BEC
1703
Blue Edge Capital
Virginia
$4.8M -$1.96K -10 -0%
BCM
1704
Blume Capital Management
California
$4.77M -$9.78K -50 -0.2%
GBWM
1705
Granite Bay Wealth Management
New Hampshire
$4.74M +$205K +1,051 +5%
WR
1706
WD Rutherford
Oregon
$4.73M -$54K -276 -1%
HP
1707
Holowesko Partners
Bahamas
$4.73M -$9.17M -46,900 -67%
DWM
1708
Dynasty Wealth Management
Florida
$4.73M +$220K +1,124 +5%
Twin Tree Management
1709
Twin Tree Management
Texas
$4.71M +$4.55M +23,276 New
BC
1710
Bowman & Company
Wisconsin
$4.7M +$307K +1,568 +7%
WMA
1711
West Michigan Advisors
Michigan
$4.7M +$62K +317 +1%
SAM
1712
Synergy Asset Management
Washington
$4.7M +$1.2M +6,127 +36%
TCA
1713
Trifecta Capital Advisors
Illinois
$4.69M +$110K +565 +2%
BWM
1714
BNC Wealth Management
Oregon
$4.69M +$3.19M +16,315 +238%
SSWM
1715
Sheets Smith Wealth Management
North Carolina
$4.68M -$44.4K -227 -1%
SIA
1716
Strategic Investment Advisors
Michigan
$4.67M +$1.75M +8,964 +63%
PBC
1717
Pavion Blue Capital
California
$4.67M -$36.2K -185 -0.8%
FFA
1718
Founders Financial Alliance
North Carolina
$4.65M -$318K -1,629 -7%
KFI
1719
Key Financial Inc
Pennsylvania
$4.65M +$48.7K +249 +1%
MUAMU
1720
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$4.65M -$587K -3,000 -12%
RPSA
1721
Richard P. Slaughter Associates
Texas
$4.65M -$74.3K -380 -2%
WAM
1722
Wakefield Asset Management
Colorado
$4.65M +$55.3K +283 +1%
ORC
1723
O'Rourke & Company
Massachusetts
$4.65M -$11.9K -61 -0.3%
CNC
1724
Citizens & Northern Corp
Pennsylvania
$4.64M -$229K -1,172 -5%
GD
1725
Grandfield & Dodd
New York
$4.64M -$213K -1,088 -5%