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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
VBCG
1976
Valley Brook Capital Group
Pennsylvania
$3.47M -$1.06M -5,444 -24%
BMC
1977
Benin Management Corp
Connecticut
$3.46M +$26.8K +137 +0.8%
CG
1978
Cynosure Group
Utah
$3.46M +$189K +969 +6%
ITC
1979
Inspire Trust Company
Nevada
$3.46M +$1.34M +6,864 +67%
PFSC
1980
Peoples Financial Services Corp
Pennsylvania
$3.45M -$191K -979 -5%
PWPS
1981
Pinnacle Wealth Planning Services
Ohio
$3.43M -$187K -956 -5%
NL
1982
NVWM LLC
Pennsylvania
$3.43M -$748K -3,826 -18%
VRM
1983
Vectors Research Management
New York
$3.43M -$111K -570 -3%
BC
1984
Belmont Capital
California
$3.43M +$1.81M +9,257 +121%
MWA
1985
Moser Wealth Advisors
Washington
$3.43M -$39.1K -200 -1%
JGCM
1986
Joseph Group Capital Management
Ohio
$3.42M +$210K +1,074 +7%
CPBTD
1987
Central Pacific Bank - Trust Division
Hawaii
$3.42M -$194K -991 -6%
CCM
1988
Condor Capital Management
New Jersey
$3.41M -$148K -756 -4%
GPFA
1989
Game Plan Financial Advisors
Ohio
$3.41M -$176K -900 -5%
BIG
1990
Brooklyn Investment Group
New York
$3.41M
FBT
1991
First Bankers Trust
Kentucky
$3.39M -$39.3K -201 -1%
NG
1992
Norden Group
Utah
$3.39M -$413K -2,113 -11%
MC
1993
Marest Capital
California
$3.38M +$19.7K +101 +0.6%
SGC
1994
Slocum, Gordon & Co
Rhode Island
$3.37M +$3.71K +19 +0.1%
Group One Trading
1995
Group One Trading
Illinois
$3.37M -$17.2M -87,993 -84%
GEA
1996
Glen Eagle Advisors
New Jersey
$3.35M -$501K -2,563 -13%
FCCM
1997
First City Capital Management
Georgia
$3.35M -$37K -189 -1%
DA
1998
Dillon & Associates
Michigan
$3.34M
TCPG
1999
Trivant Custom Portfolio Group
California
$3.34M -$63.9K -327 -2%
KM
2000
KP Management
Minnesota
$3.34M