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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
AIMCA
2101
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.91M -$12.1M -61,700 -81%
BCM
2102
Boltwood Capital Management
California
$2.91M -$220K -1,125 -7%
WAG
2103
Winthrop Advisory Group
Massachusetts
$2.91M -$2.15K -11 -0.1%
AWM
2104
Aprio Wealth Management
Georgia
$2.91M +$82.9K +424 +3%
BFA
2105
Benedict Financial Advisors
Georgia
$2.91M -$16.8K -86 -0.6%
KWM
2106
Keebeck Wealth Management
Illinois
$2.9M -$1.17M -6,001 -29%
KJWM
2107
Kiley Juergens Wealth Management
Washington
$2.9M +$100K +513 +4%
MCM
2108
Monument Capital Management
Virginia
$2.9M +$365K +1,868 +15%
JWM
2109
Jeppson Wealth Management
California
$2.9M -$1.76K -9 -0.1%
AWC
2110
Abundance Wealth Counselors
Pennsylvania
$2.89M -$302K -1,547 -10%
GG
2111
Gleason Group
Kentucky
$2.89M -$232K -1,185 -8%
EAM
2112
Empirical Asset Management
Massachusetts
$2.89M +$877K +4,488 +25%
RWS
2113
Resolute Wealth Strategies
Mississippi
$2.88M +$11.1K +57 +0.4%
HCCM
2114
Hudson Canyon Capital Management
New York
$2.87M -$377K -1,930 -12%
FCFC
2115
First Commonwealth Financial Corp
Pennsylvania
$2.87M -$93.1K -476 -3%
AI
2116
Accredited Investors
Minnesota
$2.87M +$130K +667 +5%
BFW
2117
Brady Family Wealth
Missouri
$2.87M -$209K -1,070 -7%
PCP
2118
Proficio Capital Partners
Massachusetts
$2.86M +$51.4K +263 +2%
OP
2119
ORG Partners
Indiana
$2.86M +$2.48M +12,680 +1,041%
RA
2120
Rockingstone Advisors
Massachusetts
$2.86M +$41.6K +213 +2%
LI
2121
Lafayette Investments
Maryland
$2.86M -$1.96K -10 -0.1%
FFA
2122
Fragasso Financial Advisors
Pennsylvania
$2.85M -$139K -712 -5%
AWM
2123
Angeles Wealth Management
California
$2.85M +$436K +2,228 +19%
SIM
2124
Sentry Investment Management
Wisconsin
$2.85M +$157K +803 +6%
GCC
2125
Guardian Capital (Canada)
Ontario, Canada
$2.85M +$12.7K +65 +0.5%