We are live on ! Find out more
JPM icon

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
NNPTE
2026
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$3.23M -$2.93K -15 -0.1%
TWM
2027
TriaGen Wealth Management
California
$3.23M -$5.87K -30 -0.2%
CRA
2028
Clear Rock Advisors
Texas
$3.23M +$7.82K +40 +0.3%
GWM
2029
GSB Wealth Management
Connecticut
$3.23M -$20.3K -104 -0.6%
WFG
2030
Wills Financial Group
Virginia
$3.23M +$58.1K +297 +2%
CPWA
2031
Cerro Pacific Wealth Advisors
California
$3.23M +$3.12M +15,949 New
MIM
2032
Morningstar Investment Management
Illinois
$3.23M -$525K -2,687 -14%
SAM
2033
Secure Asset Management
Michigan
$3.22M -$288K -1,475 -8%
HFM
2034
Hartford Funds Management
Pennsylvania
$3.22M +$248K +1,270 +9%
AWA
2035
Aaron Wealth Advisors
Illinois
$3.21M +$44.6K +228 +1%
EA
2036
Eclectic Associates
California
$3.21M -$21.7K -111 -0.7%
PFM
2037
Phillips Financial Management
Indiana
$3.21M +$63.1K +323 +2%
RHP
2038
Royal Harbor Partners
Texas
$3.19M -$230K -1,174 -7%
SCM
2039
Spreng Capital Management
Ohio
$3.19M -$93.8K -480 -3%
CCG
2040
Chatham Capital Group
Georgia
$3.19M -$1.96K -10 -0.1%
EHWM
2041
Eads & Heald Wealth Management
Georgia
$3.19M -$194K -990 -6%
IF
2042
Ironwood Financial
Arizona
$3.19M
REMPR
2043
Roof Eidam Maycock Peralta (REMP)
California
$3.19M +$50.8K +260 +2%
AMIM
2044
Aull & Monroe Investment Management
Alabama
$3.18M -$359K -1,837 -10%
CMTU
2045
Capital Markets Trading (UK)
United Kingdom
$3.16M +$2M +10,252 +191%
AIA
2046
Armor Investment Advisors
North Carolina
$3.16M +$109K +558 +4%
PWAM
2047
Pinnacle West Asset Management
Wyoming
$3.15M -$37.1K -190 -1%
SWA
2048
SFMG Wealth Advisors
Texas
$3.15M -$189K -967 -6%
DAM
2049
Delta Asset Management
Tennessee
$3.15M -$41.1K -210 -1%
AGWCA
2050
Annis Gardner Whiting Capital Advisors
Florida
$3.14M +$1.85M +9,452 +155%