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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
OF
1851
Outfitter Financial
Maine
$4.04M -$79.2K -405 -2%
BB
1852
Bell Bank
North Dakota
$4.04M +$170K +870 +5%
NIP
1853
Nicholas Investment Partners
California
$4.04M
FM
1854
Family Management
New York
$4.03M +$107K +546 +3%
RGI
1855
River Global Investors
United Kingdom
$4.02M -$52K -266 -1%
SF
1856
Symphony Financial
Texas
$4M +$1.31M +6,717 +51%
AWE
1857
Avidian Wealth Enterprises
Texas
$3.99M +$516K +2,640 +15%
BIP
1858
Blueprint Investment Partners
North Carolina
$3.99M +$153K +782 +4%
QWM
1859
Quadcap Wealth Management
Texas
$3.99M -$65.1K -333 -2%
VCM
1860
Violich Capital Management
California
$3.98M
WI
1861
WrapManager Inc
California
$3.98M +$396K +2,026 +11%
GIM
1862
Guardian Investment Management
California
$3.98M -$97.8K -500 -2%
RDFA
1863
Ritter Daniher Financial Advisory
Ohio
$3.98M +$9.38K +48 +0.2%
CCA
1864
Cobblestone Capital Advisors
New York
$3.97M -$115K -590 -3%
BHA
1865
Beech Hill Advisors
New York
$3.97M -$27.2K -139 -0.7%
GP
1866
Greenline Partners
New York
$3.96M -$2.53M -12,928 -40%
APIM
1867
Agate Pass Investment Management
Washington
$3.95M -$103K -527 -3%
PSB
1868
Piscataqua Savings Bank
New Hampshire
$3.94M -$21.9K -112 -0.6%
SAM
1869
Sawgrass Asset Management
Florida
$3.93M -$89.9K -460 -2%
ODG
1870
O'Dell Group
Ohio
$3.93M
OC
1871
Opinicus Capital
Florida
$3.93M +$66.7K +341 +2%
PWA
1872
Phoenix Wealth Advisors
North Carolina
$3.92M -$86.6K -443 -2%
HCM
1873
Huber Capital Management
California
$3.91M
FUBT
1874
First United Bank & Trust
Maryland
$3.9M -$45.7K -234 -1%
RWM
1875
RKL Wealth Management
Pennsylvania
$3.9M -$90.9K -465 -2%