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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
SSA
1951
Schonfeld Strategic Advisors
New York
$3.62M +$1.13M +5,762 +47%
EFM
1952
E Fund Management
China
$3.61M +$373K +1,908 +12%
AI
1953
Atom Investors
Texas
$3.6M +$638K +3,262 +22%
AWM
1954
Affinity Wealth Management
Delaware
$3.6M +$28.2K +144 +0.8%
NF
1955
Nvest Financial
New Hampshire
$3.6M +$3.32K +17 +0.1%
GPA
1956
Guerra Pan Advisors
New Jersey
$3.59M +$193K +988 +6%
VFA
1957
Voya Financial Advisors
Connecticut
$3.58M +$181K +925 +5%
BBP
1958
Banco BTG Pactual
Brazil
$3.57M +$373K +1,909 +13%
OHWP
1959
Oak Harbor Wealth Partners
North Carolina
$3.56M -$69.2K -354 -2%
CTC
1960
Cetera Trust Company
Minnesota
$3.55M -$297K -1,520 -8%
BSA
1961
Bull Street Advisors
Georgia
$3.55M -$2.93K -15 -0.1%
QPWM
1962
Quadrant Private Wealth Management
Pennsylvania
$3.53M +$17.2K +88 +0.5%
CA
1963
CGN Advisors
Kansas
$3.52M -$13.1K -67 -0.4%
DA
1964
Dover Advisors
Virginia
$3.51M +$137K +700 +4%
3IP
1965
3Chopt Investment Partners
Virginia
$3.51M +$13.5K +69 +0.4%
AEPWM
1966
Atlantic Edge Private Wealth Management
Florida
$3.51M -$196 -1 -0%
PP
1967
Pegasus Partners
Wisconsin
$3.51M -$56.7K -290 -2%
FWM
1968
Forza Wealth Management
Florida
$3.49M +$10.4K +53 +0.3%
CA
1969
Continuum Advisory
Idaho
$3.49M +$31.5K +161 +0.9%
SPC
1970
Spirepoint Private Client
Florida
$3.49M +$773K +3,952 +30%
RMAM
1971
Raab & Moskowitz Asset Management
New Jersey
$3.49M -$341K -1,743 -9%
AAM
1972
Aureus Asset Management
Massachusetts
$3.48M -$305K -1,560 -8%
SFA
1973
Source Financial Advisors
New York
$3.48M -$91.5K -468 -3%
PWG
1974
Portside Wealth Group
Utah
$3.47M -$446K -2,279 -12%
AO
1975
Advisor OS
Illinois
$3.47M -$252K -1,291 -7%