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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
TLCM
2126
Twin Lakes Capital Management
California
$2.84M +$1.76K +9 +0.1%
RCA
2127
Ranch Capital Advisors
Florida
$2.84M +$138K +704 +5%
SIA
2128
Sage Investment Advisers
New York
$2.84M -$309K -1,578 -10%
IIL
2129
Insight Inv LLC
California
$2.84M
HIC
2130
Hartline Investment Corp
Illinois
$2.84M -$380K -1,945 -12%
Verition Fund Management
2131
Verition Fund Management
Connecticut
$2.84M -$1.69M -8,668 -38%
VCP
2132
Verus Capital Partners
Arizona
$2.83M +$83.9K +429 +3%
MA
2133
MJP Associates
Connecticut
$2.82M -$126K -647 -4%
KA
2134
KLCM Advisors
Wisconsin
$2.82M -$32.6K -167 -1%
EWA
2135
Etesian Wealth Advisors
Oregon
$2.81M -$5.47K -28 -0.2%
OCM
2136
Orleans Capital Management
Louisiana
$2.81M -$55.7K -285 -2%
FFO
2137
Fiduciary Family Office
Florida
$2.81M -$345K -1,767 -11%
WHC
2138
Wulff, Hansen & Co
California
$2.8M -$27.8K -142 -1%
BFIC
2139
Bedell Frazier Investment Counselling
California
$2.79M +$29.9K +153 +1%
BCM
2140
Birmingham Capital Management
Alabama
$2.79M -$154K -790 -5%
CHJWM
2141
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.78M -$13.9K -71 -0.5%
SWMP
2142
Signature Wealth Management Partners
New Jersey
$2.78M -$11.9K -61 -0.4%
JSW
2143
Journey Strategic Wealth
New Jersey
$2.78M +$342K +1,748 +15%
CFS
2144
Commonwealth Financial Services
West Virginia
$2.77M -$200K -1,023 -7%
NCM
2145
Neumann Capital Management
California
$2.77M
GA
2146
GoalVest Advisory
New York
$2.76M -$197K -1,009 -7%
CPSC
2147
Carl P. Sherr & Co
Massachusetts
$2.76M -$85K -435 -3%
TAM
2148
Titleist Asset Management
Texas
$2.76M -$331K -1,693 -11%
ACM
2149
Allred Capital Management
Texas
$2.75M +$138K +706 +5%
LI
2150
LRI Investments
Florida
$2.75M +$703K +3,595 +36%