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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
KNW
2051
Kesler Norman & Wride
Utah
$3.14M +$654K +3,346 +28%
KP
2052
Keel Point
Alabama
$3.14M +$971K +4,969 +49%
MSFS
2053
Main Street Financial Solutions
Pennsylvania
$3.13M +$11.5K +59 +0.4%
CIC
2054
Chilton Investment Company
Connecticut
$3.13M -$17.6K -90 -0.6%
CAS
2055
CTC Alternative Strategies
Illinois
$3.13M +$3.03M +15,490 New
EL
2056
EMFO LLC
Florida
$3.13M +$73.3K +375 +2%
DFA
2057
Delta Financial Advisors
Louisiana
$3.13M +$37.5K +192 +1%
CIA
2058
Cohen Investment Advisors
New Hampshire
$3.13M -$63.5K -325 -1%
ALAM
2059
Asahi Life Asset Management
Japan
$3.12M -$372K -1,903 -11%
LA
2060
LM Advisors
California
$3.12M -$119K -609 -4%
SWM
2061
Segment Wealth Management
Texas
$3.11M -$19K -97 -0.6%
ATFA
2062
All Terrain Financial Advisors
Minnesota
$3.11M +$14.9K +76 +0.5%
JWM
2063
Jessup Wealth Management
Ohio
$3.1M +$12.7K +65 +0.4%
HFP
2064
Holistic Financial Partners
Indiana
$3.1M -$69.2K -354 -2%
WCM
2065
Weaver Capital Management
Georgia
$3.09M +$454K +2,320 +18%
KF
2066
KKM Financial
Illinois
$3.08M +$21.9K +112 +0.7%
TSS
2067
Two Sigma Securities
New York
$3.08M +$2.61M +13,339 +715%
PMFA
2068
Plante Moran Financial Advisors
Michigan
$3.08M +$92.9K +475 +3%
AW
2069
Alaethes Wealth
Nevada
$3.07M -$15.1K -77 -0.5%
AWM
2070
Aberdeen Wealth Management
Illinois
$3.07M -$56.9K -291 -2%
SIC
2071
Sterling Investment Counsel
New York
$3.07M +$69.2K +354 +2%
CA
2072
Continental Advisors
Utah
$3.06M
KF
2073
Krilogy Financial
Missouri
$3.06M -$150K -765 -5%
RAM
2074
Ramirez Asset Management
New York
$3.06M
I
2075
INVST
Indiana
$3.05M +$316K +1,614 +12%