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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
MCM
1776
Marathon Capital Management
Maryland
$4.37M +$78.4K +401 +2%
WOC
1777
West Oak Capital
California
$4.37M +$3.52K +18 +0.1%
LCC
1778
Lincoln Capital Corp
Rhode Island
$4.37M -$463K -2,368 -10%
CIP
1779
Convergence Investment Partners
Florida
$4.36M -$385K -1,969 -8%
PRA
1780
Pine Ridge Advisers
New York
$4.35M
Edgewood Management
1781
Edgewood Management
Connecticut
$4.34M
SAM
1782
Smartleaf Asset Management
Massachusetts
$4.33M +$943K +4,823 +28%
SLC
1783
Second Line Capital
Louisiana
$4.33M +$343K +1,752 +9%
RSA
1784
River Street Advisors
Illinois
$4.32M +$531K +2,716 +15%
V
1785
VeraBank
Texas
$4.32M -$28.7K -147 -0.7%
PRWA
1786
Platte River Wealth Advisors
Colorado
$4.31M -$121K -619 -3%
EWM
1787
Evermay Wealth Management
Virginia
$4.29M +$62.6K +320 +2%
SOAMC
1788
Spirit of America Management Corp
New York
$4.29M +$39.1K +200 +1%
SIP
1789
Stoneridge Investment Partners
Pennsylvania
$4.28M +$1.85M +9,479 +81%
GGHC
1790
Gilder Gagnon Howe & Co
New York
$4.27M -$9.58K -49 -0.2%
CAS
1791
Coppell Advisory Solutions
Texas
$4.27M +$4.13M +21,124 New
NW
1792
Naviter Wealth
Arkansas
$4.27M +$12.3K +63 +0.3%
PFA
1793
Pure Financial Advisors
California
$4.27M +$178K +909 +4%
LAM
1794
L2 Asset Management
Massachusetts
$4.27M -$2.3M -11,766 -36%
XSC
1795
X-Square Capital
Puerto Rico
$4.27M -$39.9K -204 -1%
SIG
1796
Sargent Investment Group
Maryland
$4.26M -$412K -2,105 -9%
SLWA
1797
San Luis Wealth Advisors
California
$4.26M +$14.1K +72 +0.3%
FAP
1798
Financial Advisory Partners
Florida
$4.25M -$105K -537 -2%
LJAC
1799
L.J. Altfest & Co
New York
$4.25M -$6.45K -33 -0.2%
DMKJ
1800
David M. Knott Jr
$4.24M