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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
EFG
1926
Ethos Financial Group
Pennsylvania
$3.71M +$587 +3 +0%
RFA
1927
Register Financial Advisors
Georgia
$3.71M -$54K -276 -1%
CPC
1928
Congress Park Capital
New York
$3.71M -$59.4K -304 -2%
SC
1929
Sawyer & Company
Massachusetts
$3.71M -$50.8K -260 -1%
SFG
1930
Snider Financial Group
Washington
$3.71M -$23.7K -121 -0.7%
TCM
1931
Tandem Capital Management
New Jersey
$3.7M -$8.8K -45 -0.2%
CAM
1932
Chesapeake Asset Management
New York
$3.7M +$139K +712 +4%
OFS
1933
OneAscent Financial Services
Alabama
$3.7M -$157K -802 -4%
MIM
1934
Moseley Investment Management
Florida
$3.68M +$37.9K +194 +1%
AWM
1935
Aries Wealth Management
Maine
$3.68M +$25.6K +131 +0.7%
GFG
1936
Goldstone Financial Group
Illinois
$3.67M -$7.82K -40 -0.2%
IIC
1937
Integrated Investment Consultants
Michigan
$3.67M
AIM
1938
Aspen Investment Management
Michigan
$3.67M -$57.3K -293 -2%
CB
1939
CNB Bank
Pennsylvania
$3.67M -$429K -2,192 -11%
MIA
1940
MeadowBrook Investment Advisors
Michigan
$3.66M -$16K -82 -0.5%
HFBOT
1941
Home Federal Bank of Tennessee
Tennessee
$3.66M +$55.1K +282 +2%
SMC
1942
Smith, Moore & Co
Missouri
$3.65M +$21.1K +108 +0.6%
CFFP
1943
Center for Financial Planning
Michigan
$3.65M +$7.04K +36 +0.2%
ARA
1944
Alexander Randolph Advisory
Virginia
$3.64M -$133K -678 -4%
ACM
1945
Aquatic Capital Management
Illinois
$3.64M -$3.11M -15,900 -47%
GLA
1946
Good Life Advisors
Pennsylvania
$3.64M +$31.3K +160 +0.9%
LMKC
1947
L.M. Kohn & Company
Ohio
$3.63M +$183K +935 +5%
TWP
1948
Tyche Wealth Partners
Texas
$3.63M -$429K -2,195 -11%
CCFM
1949
Clear Creek Financial Management
Washington
$3.62M -$428K -2,187 -11%
HDIM
1950
Hanson & Doremus Investment Management
Vermont
$3.62M +$16.6K +85 +0.5%