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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
MCA
2176
Magnolia Capital Advisors
Mississippi
$2.64M -$1.8M -9,231 -41%
CIM
2177
Chapman Investment Management
California
$2.64M -$26.2K -134 -1%
KAS
2178
KPP Advisory Services
Kentucky
$2.64M +$129K +660 +5%
TIA
2179
Traphagen Investment Advisors
New Jersey
$2.62M -$37.1K -190 -1%
NPT
2180
National Philanthropic Trust
Pennsylvania
$2.61M -$362K -1,853 -13%
NHC
2181
Nicholas Hoffman & Company
Georgia
$2.61M +$9.58K +49 +0.4%
USB
2182
Union Savings Bank
Connecticut
$2.61M -$86.4K -442 -3%
KHLMTHM
2183
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$2.6M
LC
2184
LCNB Corp
Ohio
$2.59M -$39.1K -200 -2%
FWP
2185
Falcon Wealth Planning
California
$2.59M +$69.6K +356 +3%
QC
2186
Quent Capital
New York
$2.59M +$67.4K +345 +3%
MA
2187
MCF Advisors
Kentucky
$2.59M +$115K +587 +5%
QWP
2188
Quotient Wealth Partners
Texas
$2.58M +$513K +2,626 +26%
BST
2189
Bath Savings Trust
Maine
$2.58M -$8.21K -42 -0.3%
FCA
2190
FinTrust Capital Advisors
South Carolina
$2.58M +$71K +363 +3%
ADIM
2191
Alpha DNA Investment Management
Maryland
$2.57M -$2.18M -11,151 -47%
GWM
2192
Greenwich Wealth Management
Connecticut
$2.57M -$58.8K -301 -2%
EG
2193
Ellerson Group
Maryland
$2.56M -$93.5K -478 -4%
LWMM
2194
Legacy Wealth Management (Mississippi)
Mississippi
$2.56M
PCM
2195
Pointe Capital Management
Michigan
$2.56M +$12.9K +66 +0.5%
BB
2196
Burford Brothers
Texas
$2.56M +$4.89K +25 +0.2%
PWM
2197
Purus Wealth Management
California
$2.55M +$404K +2,067 +20%
BTWM
2198
Baker Tilly Wealth Management
Wisconsin
$2.55M -$1.16M -5,915 -32%
LCM
2199
LVM Capital Management
Michigan
$2.54M -$104K -533 -4%
PBK
2200
Peoples Bank (Kansas)
Kansas
$2.54M -$26.4K -135 -1%