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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
WC
1751
Weil Company
California
$4.48M -$75.3K -385 -2%
KFGK
1752
Keystone Financial Group (Kentucky)
Kentucky
$4.48M +$247K +1,265 +6%
KIC
1753
Kensington Investment Counsel
California
$4.48M +$142K +726 +3%
MSK
1754
Melissa S. Kampmann
$4.46M +$59.4K +304 +1%
LFG
1755
Larson Financial Group
Missouri
$4.46M +$229K +1,172 +6%
WA
1756
Wasatch Advisors
Utah
$4.46M -$391K -2,000 -8%
BMC
1757
Beaton Management Company
Massachusetts
$4.45M -$5.08K -26 -0.1%
CI
1758
CX Institutional
Indiana
$4.45M -$289K -1,480 -6%
VWMG
1759
Virginia Wealth Management Group
Virginia
$4.45M -$21.3K -109 -0.5%
MWM
1760
Massachusetts Wealth Management
Massachusetts
$4.44M +$14.7K +75 +0.3%
SEIA
1761
Signature Estate & Investment Advisors
California
$4.43M +$3.26M +16,679 +318%
Kayne Anderson Rudnick Investment Management
1762
Kayne Anderson Rudnick Investment Management
California
$4.42M +$1.56M +7,997 +58%
CWM
1763
Cornerstone Wealth Management
Missouri
$4.42M -$460K -2,352 -10%
ECML
1764
Eagle Capital Management (Louisiana)
Louisiana
$4.42M +$16.4K +84 +0.4%
OAM
1765
Occidental Asset Management
California
$4.42M -$380K -1,944 -8%
LWM
1766
Lodestone Wealth Management
Washington
$4.41M -$30.5K -156 -0.7%
PWMG
1767
Prestige Wealth Management Group
New Jersey
$4.41M +$1.29M +6,574 +43%
HI
1768
Horizon Investments
North Carolina
$4.4M -$8.57M -43,849 -67%
SM
1769
Sweeney & Michel
California
$4.39M -$53.6K -274 -1%
AM
1770
Account Management
Massachusetts
$4.39M -$97.8K -500 -2%
SP
1771
SWS Partners
Ohio
$4.39M -$243K -1,245 -5%
PWA
1772
Providence Wealth Advisors
Illinois
$4.39M +$30.3K +155 +0.7%
AWM
1773
Ameliora Wealth Management
Switzerland
$4.39M -$246K -1,258 -5%
SWM
1774
Sugarloaf Wealth Management
Georgia
$4.38M -$1.56K -8 -0%
BO
1775
Bank OZK
Arkansas
$4.38M -$1.56K -8 -0%