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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
FFS
1826
Founders Financial Securities
Maryland
$4.12M +$871K +4,456 +28%
PMA
1827
Prudent Man Advisors
Illinois
$4.12M +$154K +789 +4%
GWMR
1828
GC Wealth Management RIA
Massachusetts
$4.12M +$15.4K +79 +0.4%
RFA
1829
Resurgent Financial Advisors
Georgia
$4.11M -$138K -706 -3%
RCG
1830
Regatta Capital Group
California
$4.11M +$137K +700 +4%
MC
1831
Mirabaud & Cie
Switzerland
$4.11M -$160K -817 -4%
RL
1832
Ruffer LLP
United Kingdom
$4.1M +$925K +4,729 +30%
FWM
1833
Finer Wealth Management
Massachusetts
$4.09M -$203K -1,036 -5%
MCM
1834
Manchester Capital Management
Vermont
$4.09M +$19.4K +99 +0.5%
SHFP
1835
Second Half Financial Partners
Florida
$4.08M -$122K -625 -3%
SLT
1836
St Louis Trust
Missouri
$4.08M
SW
1837
StrongBox Wealth
Missouri
$4.08M +$41.4K +212 +1%
WP
1838
WMS Partners
Maryland
$4.08M +$794K +4,063 +25%
JE
1839
JMAC Enterprises
Pennsylvania
$4.08M -$136K -696 -3%
BWM
1840
BCGM Wealth Management
Indiana
$4.07M +$205K +1,047 +5%
AIM
1841
Acropolis Investment Management
Missouri
$4.07M +$131K +672 +3%
PCM
1842
Poehling Capital Management
Wisconsin
$4.07M -$153K -785 -4%
1WA
1843
180 Wealth Advisors
Washington
$4.06M +$32.6K +167 +0.9%
RZH
1844
Relyea Zuckerberg Hanson
Connecticut
$4.06M +$53K +271 +1%
SQA
1845
Simon Quick Advisors
New Jersey
$4.06M -$227K -1,159 -5%
EWM
1846
Empirical Wealth Management
Washington
$4.06M +$357K +1,827 +10%
SICM
1847
Sustainable Insight Capital Management
New York
$4.05M +$821K +4,200 +27%
SWM
1848
Sculati Wealth Management
Michigan
$4.05M -$56.9K -291 -1%
JSSH
1849
J. Safra Sarasin Holding
$4.05M +$3.91M +20,023 New
CCWM
1850
Cassaday & Co Wealth Management
Virginia
$4.05M -$39.7K -203 -1%