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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
HH
1901
HWG Holdings
Texas
$3.8M +$3.68M +18,806 New
SDWIA
1902
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3.8M +$29.9K +153 +0.8%
CA
1903
Claar Advisors
New York
$3.8M -$3.91M -20,000 -52%
CCA
1904
Criterion Capital Advisors
Tennessee
$3.8M -$8.21K -42 -0.2%
PPG
1905
Peak Planning Group
Colorado
$3.79M +$360K +1,842 +11%
GWM
1906
Graybill Wealth Management
Illinois
$3.79M -$22.7K -116 -0.6%
JF
1907
Jump Financial
Illinois
$3.79M -$1.19M -6,097 -25%
KS
1908
Karpas Strategies
Connecticut
$3.78M +$7.04K +36 +0.2%
RP
1909
Raelipskie Partnership
Ontario, Canada
$3.78M -$33.2K -170 -0.9%
EHC
1910
Everett Harris & Co
California
$3.77M +$168K +859 +5%
WFAG
1911
Worth Financial Advisory Group
North Carolina
$3.77M +$73.5K +376 +2%
CBT
1912
Central Bank & Trust
Kentucky
$3.76M +$244K +1,246 +7%
BDS
1913
Banco de Sabadell
Florida
$3.76M -$69.4K -355 -2%
CFP
1914
Catalyst Financial Partners
Massachusetts
$3.76M +$444K +2,272 +14%
TFA
1915
Trinity Financial Advisors
Ohio
$3.75M -$83.7K -428 -2%
VCAM
1916
Van Cleef Asset Management
Ohio
$3.74M -$44.8K -229 -1%
JSL
1917
JT Stratford LLC
Georgia
$3.74M -$58.6K -300 -2%
SF
1918
Slagle Financial
Illinois
$3.74M +$150K +767 +4%
MFS
1919
Mattson Financial Services
Michigan
$3.74M +$3.61M +18,490 New
WC
1920
Wynn Capital
Georgia
$3.74M +$67.3K +344 +2%
WPC
1921
White Pine Capital
Minnesota
$3.73M +$39.9K +204 +1%
WA
1922
WP Advisors
California
$3.72M +$21.1K +108 +0.6%
AP
1923
Adero Partners
California
$3.72M +$309K +1,578 +9%
CPW
1924
Cove Private Wealth
New York
$3.72M
OFA
1925
Oak Family Advisors
Illinois
$3.72M +$10.4K +53 +0.3%