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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
BFO
2151
Biltmore Family Office
North Carolina
$2.75M +$397K +2,030 +18%
PCH
2152
PGIM Custom Harvest
New Jersey
$2.74M +$1.37M +7,000 +107%
OBWG
2153
Onyx Bridge Wealth Group
New York
$2.74M -$81.9K -419 -3%
LWA
2154
Lantern Wealth Advisors
New York
$2.73M -$117K -601 -4%
CG
2155
Corundum Group
Colorado
$2.73M +$623K +3,185 +31%
CIM
2156
CIM Investment Management
Pennsylvania
$2.72M -$17.8K -91 -0.7%
AT
2157
Arlington Trust
Alabama
$2.72M -$46.5K -238 -2%
BFA
2158
Brendel Financial Advisors
New Hampshire
$2.72M -$1.96K -10 -0.1%
WAAG
2159
Wealth Alliance Advisory Group
Kansas
$2.72M +$45.7K +234 +2%
SEEDPG
2160
S.E.E.D. Planning Group
New York
$2.71M -$99.1K -507 -4%
IIA
2161
Integral Investment Advisors
California
$2.71M +$274K +1,399 +11%
BCM
2162
Beck Capital Management
Texas
$2.71M +$54.9K +281 +2%
OIA
2163
Optimum Investment Advisors
Illinois
$2.7M -$139K -712 -5%
GKWIM
2164
Gerber Kawasaki Wealth & Investment Management
California
$2.69M +$49.3K +252 +2%
PBO
2165
Peoples Bank (Ohio)
Ohio
$2.69M +$347K +1,776 +15%
CA
2166
Corrado Advisors
New Jersey
$2.68M -$104K -532 -4%
CAIMH
2167
Central Asset Investments & Management Holdings
Hong Kong
$2.67M +$899K +4,600 +53%
LWP
2168
LMG Wealth Partners
Louisiana
$2.67M +$5.28K +27 +0.2%
VAG
2169
VisionPoint Advisory Group
Texas
$2.67M +$7.04K +36 +0.3%
YDMI
2170
Y.D. More Investments
Israel
$2.66M -$48.9K -250 -2%
A
2171
AustralianSuper
Australia
$2.66M -$63.2M -323,276 -96%
AFS
2172
Aft Forsyth & Sober
Florida
$2.65M
CMANY
2173
Capital Management Associates (New York)
New York
$2.65M +$474K +2,422 +23%
HNWAG
2174
High Net Worth Advisory Group
Florida
$2.65M +$96.2K +492 +4%
CF
2175
Convergence Financial
Missouri
$2.64M +$2.55M +13,067 New