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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
AMG
1726
Advisors Management Group
Wisconsin
$4.63M +$214K +1,094 +5%
TBNY
1727
Trustco Bank (New York)
New York
$4.63M -$82.1K -420 -2%
CIAS
1728
Capital Investment Advisory Services
North Carolina
$4.62M +$74.7K +382 +2%
IAS
1729
IMA Advisory Services
Colorado
$4.61M -$34.4K -176 -0.8%
GCM
1730
Gables Capital Management
Florida
$4.61M -$65.5K -335 -1%
NCM
1731
NCM Capital Management
New Jersey
$4.61M +$978 +5 +0%
CAC
1732
Certified Advisory Corp
Florida
$4.61M +$51K +261 +1%
NAS
1733
NWF Advisory Services
California
$4.6M -$270K -1,381 -6%
HI
1734
Hudock Inc
Pennsylvania
$4.59M +$4.5K +23 +0.1%
ATC
1735
Adirondack Trust Company
New York
$4.59M -$13.3K -68 -0.3%
LWA
1736
Lineweaver Wealth Advisors
Ohio
$4.59M -$17.8K -91 -0.4%
TPW
1737
Transatlantique Private Wealth
New York
$4.58M +$3.13K +16 +0.1%
BHB
1738
Bank Hapoalim BM
Israel
$4.57M -$497K -2,544 -10%
DFG
1739
Delta Financial Group
New Jersey
$4.55M -$80.5K -412 -2%
PRS
1740
Pinkerton Retirement Specialists
Idaho
$4.55M +$230K +1,175 +6%
CFMC
1741
Curbstone Financial Management Corp
New Hampshire
$4.55M -$172K -880 -4%
CVA
1742
Central Valley Advisors
California
$4.54M +$50.8K +260 +1%
PCTC
1743
Perkins Coie Trust Company
Washington
$4.54M +$330K +1,687 +8%
EFG
1744
Everhart Financial Group
Ohio
$4.53M +$204K +1,045 +5%
NPA
1745
Nichols & Pratt Advisers
Massachusetts
$4.52M -$268K -1,372 -6%
IFPG
1746
Intrepid Financial Planning Group
Indiana
$4.51M +$40.1K +205 +0.9%
ACM
1747
Altrius Capital Management
North Carolina
$4.51M +$21.5K +110 +0.5%
NSB
1748
Norway Savings Bank
Maine
$4.51M +$29.9K +153 +0.7%
GM
1749
GeoWealth Management
Illinois
$4.5M +$625K +3,195 +17%
AIC
1750
Argus Investors Counsel
New York
$4.5M +$114K +582 +3%