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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
QIM
1801
Quantitative Investment Management
Virginia
$4.23M +$4.09M +20,926 New
RCWM
1802
Royal Capital Wealth Management
Indiana
$4.22M +$71.9K +368 +2%
NWM
1803
Northcape Wealth Management
New York
$4.22M +$90.7K +464 +2%
MGWM
1804
Marks Group Wealth Management
Minnesota
$4.21M -$146K -745 -3%
AW
1805
Apricus Wealth
South Carolina
$4.21M -$161K -824 -4%
DC
1806
DeDora Capital
California
$4.21M +$11.7K +60 +0.3%
TPM
1807
Triasima Portfolio Management
Quebec, Canada
$4.2M +$58.6K +300 +1%
SWA
1808
SOA Wealth Advisors
New York
$4.2M -$80K -409 -2%
FIC
1809
FCG Investment Company
Tennessee
$4.2M +$848K +4,338 +26%
LOIM
1810
Liberty One Investment Management
Illinois
$4.19M -$309K -1,581 -7%
WCM
1811
Wunderlich Capital Managemnt
Tennessee
$4.19M -$65.5K -335 -2%
FMTCOCP
1812
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4.18M -$57.7K -295 -1%
FCA
1813
FLC Capital Advisors
California
$4.18M +$978 +5 +0%
PPWP
1814
Proquility Private Wealth Partners
Nevada
$4.17M -$138K -707 -3%
BLC
1815
Brown, Lisle/Cummings
Rhode Island
$4.16M -$53.8K -275 -1%
APG
1816
Abacus Planning Group
South Carolina
$4.16M +$50K +256 +1%
ACS
1817
Archford Capital Strategies
Illinois
$4.16M -$45.7K -234 -1%
NAMP
1818
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$4.15M -$39.1K -200 -1%
ZIG
1819
Zullo Investment Group
Pennsylvania
$4.15M +$27.8K +142 +0.7%
SMH
1820
Sanders Morris Harris
Texas
$4.15M
FAIM
1821
Financial Advocates Investment Management
Washington
$4.14M -$747K -3,819 -16%
PIP
1822
Peachtree Investment Partners
Florida
$4.14M +$88.2K +451 +2%
AIC
1823
Archer Investment Corporation
Indiana
$4.13M -$22.7K -116 -0.6%
BFA
1824
Beaumont Financial Advisors
Massachusetts
$4.13M +$26.2K +134 +0.7%
LCM
1825
Leisure Capital Management
California
$4.13M -$16.6K -85 -0.4%