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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
NBT
2076
Northwest Bank & Trust
Iowa
$3.04M -$55.3K -283 -2%
BCFD
2077
Boit C.F. David
$3.04M -$309K -1,578 -9%
BL
2078
Bleichroeder LP
New York
$3.03M -$2.93M -15,000 -50%
WCM
2079
Weik Capital Management
Pennsylvania
$3.03M -$9.78K -50 -0.3%
CWA
2080
Consilium Wealth Advisory
Texas
$3.03M +$362K +1,851 +14%
HVP
2081
Hudson Value Partners
Florida
$3.03M -$296K -1,513 -9%
NCM
2082
Next Capital Management
New York
$3.02M -$116K -592 -4%
GAM
2083
Grandview Asset Management
Pennsylvania
$3.01M -$15.6K -80 -0.5%
SN
2084
Sittner & Nelson
Oregon
$3.01M +$10.8K +55 +0.4%
GI
2085
GS Investments
Minnesota
$3M +$196 +1 +0%
LAIC
2086
Lederer & Associates Investment Counsel
California
$3M -$235K -1,200 -7%
PHS
2087
Pekin Hardy Strauss
Illinois
$2.99M +$176K +900 +6%
FDS
2088
First Dallas Securities
Texas
$2.98M +$13.5K +69 +0.5%
LCM
2089
Legato Capital Management
California
$2.98M -$1.32M -6,745 -31%
FFG
2090
Fortem Financial Group
California
$2.96M -$46.7K -239 -2%
APA
2091
Astoria Portfolio Advisors
New York
$2.95M +$23.7K +121 +0.8%
SPI
2092
Sutton Place Investors
New York
$2.95M -$1.59M -8,134 -36%
BI
2093
Ballast Inc
Kentucky
$2.95M +$67.6K +346 +2%
LIA
2094
LS Investment Advisors
Michigan
$2.95M +$17.2K +88 +0.6%
GGA
2095
Granite Group Advisors
Connecticut
$2.94M -$23.5K -120 -0.8%
LSA
2096
Leonteq Securities AG
Switzerland
$2.94M +$693K +3,547 +32%
MLA
2097
MB, Levis & Associates
Pennsylvania
$2.93M +$5.47K +28 +0.2%
WEG
2098
World Equity Group
Illinois
$2.92M -$749K -3,831 -21%
JHCP
2099
Jackson Hole Capital Partners
Oklahoma
$2.91M
UAG
2100
United Advisor Group
Ohio
$2.91M +$307K +1,571 +12%