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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
IFWM
2001
Institute for Wealth Management
Colorado
$3.34M +$153K +783 +5%
BBNA
2002
Bremer Bank National Association
Minnesota
$3.34M -$62.6K -320 -2%
DWM
2003
Diversify Wealth Management
Utah
$3.34M +$3.35M +17,128 New
WC
2004
Waterloo Capital
Texas
$3.34M -$130K -663 -4%
ACM
2005
AlphaStar Capital Management
North Carolina
$3.33M +$351K +1,794 +12%
DR
2006
Davis Rea
Ontario, Canada
$3.32M -$508K -2,597 -14%
CV
2007
Counterweight Ventures
North Carolina
$3.31M +$155K +794 +5%
CPA
2008
Court Place Advisors
Maryland
$3.31M +$213K +1,087 +7%
EFSCE
2009
Enterprise Financial Services Corp (EFSC)
Missouri
$3.3M -$35.6K -182 -1%
LIM
2010
Loudon Investment Management
New Hampshire
$3.3M
WA
2011
Wealth Alliance
New York
$3.29M +$24.4K +125 +0.8%
CPIA
2012
Cornell Pochily Investment Advisors
New York
$3.29M +$40.1K +205 +1%
TA
2013
Townsend & Associates
Colorado
$3.29M -$79.4K -406 -3%
NPP
2014
New Potomac Partners
Maryland
$3.29M -$220K -1,127 -6%
MC
2015
Martin & Co
Tennessee
$3.29M -$27K -138 -0.8%
BCA
2016
Bay Colony Advisors
Massachusetts
$3.28M +$54.5K +279 +2%
SGI
2017
Summit Global Investments
Utah
$3.28M -$1.68M -8,587 -35%
TWA
2018
TCI Wealth Advisors
Arizona
$3.27M -$15.2K -78 -0.5%
MWM
2019
Marion Wealth Management
Pennsylvania
$3.26M +$48.9K +250 +2%
CIAS
2020
CFS Investment Advisory Services
New Jersey
$3.26M -$8.99K -46 -0.3%
TPWM
2021
Twelve Points Wealth Management
Massachusetts
$3.26M +$14.7K +75 +0.5%
EGM
2022
Engineers Gate Manager
New York
$3.25M -$352K -1,801 -10%
PB
2023
Pinnacle Bancorp
Nebraska
$3.24M -$782 -4 -0%
FFA
2024
Fortune Financial Advisors
Kansas
$3.24M -$57.1K -292 -2%
CW
2025
CreativeOne Wealth
Kansas
$3.23M -$1.12M -5,744 -26%