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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
LCM
1876
Landscape Capital Management
New Jersey
$3.9M +$3.77M +19,275 New
HIC
1877
Harvey Investment Company
Kentucky
$3.9M
CCG
1878
Ceeto Capital Group
Florida
$3.9M +$1.17K +6 +0%
IP
1879
Intellectus Partners
California
$3.9M -$439K -2,243 -10%
GIM
1880
Gold Investment Management
Alberta, Canada
$3.89M -$13.7K -70 -0.4%
RIA
1881
Realta Investment Advisors
Delaware
$3.89M +$112K +573 +3%
HBT
1882
Heartland Bank & Trust
Illinois
$3.88M +$23.7K +121 +0.6%
TIA
1883
Tiemann Investment Advisors
California
$3.88M -$45.9K -235 -1%
MA
1884
MONECO Advisors
Connecticut
$3.88M -$76.4K -391 -2%
PWCM
1885
Processus Wealth & Capital Management
Tennessee
$3.88M +$21.9K +112 +0.6%
BC
1886
Burney Company
Virginia
$3.88M -$99.1K -507 -3%
MFA
1887
Mayflower Financial Advisors
Massachusetts
$3.87M -$192K -984 -5%
CS
1888
Crescent Sterling
Louisiana
$3.86M -$242K -1,240 -6%
MTIC
1889
Missouri Trust & Investment Company
Missouri
$3.86M +$521K +2,665 +16%
EAM
1890
EULAV Asset Management
Florida
$3.84M -$586K -2,998 -14%
HW
1891
Hedeker Wealth
Illinois
$3.84M -$74.9K -383 -2%
TCPW
1892
Twin City Private Wealth
North Carolina
$3.83M +$11.1K +57 +0.3%
CH
1893
Canton Hathaway
Rhode Island
$3.83M
IAS
1894
Investment Advisory Services
Texas
$3.83M -$17.4K -89 -0.5%
MIM
1895
Miller Investment Management
Pennsylvania
$3.83M
IP
1896
Investment Partners
Ohio
$3.83M -$2.35K -12 -0.1%
TP
1897
Tranquility Partners
Tennessee
$3.83M +$145K +744 +4%
OAM
1898
Oak Asset Management
California
$3.83M -$4.89K -25 -0.1%
BHBT
1899
Burke & Herbert Bank & Trust
Virginia
$3.82M +$2.6M +13,318 +239%
ATWA
1900
Arbor Trust Wealth Advisors
Michigan
$3.81M +$1.56K +8 +0%