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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
EBWM
2201
Eagle Bluffs Wealth Management
Missouri
$2.53M +$8.99K +46 +0.4%
1IA
2202
1620 Investment Advisors
Massachusetts
$2.53M +$391 +2 +0%
CW
2203
Channel Wealth
California
$2.52M -$1.1M -5,614 -31%
WDL
2204
Well Done LLC
Michigan
$2.52M -$121K -618 -5%
MHIC
2205
Marble Harbor Investment Counsel
Massachusetts
$2.52M
FRA
2206
Front Row Advisors
California
$2.52M +$41.4K +212 +2%
WCM
2207
Winthrop Capital Management
Indiana
$2.52M -$122K -625 -5%
PH
2208
Pinnacle Holdings
Oklahoma
$2.51M -$21.9K -112 -0.9%
EB
2209
Exchange Bank
California
$2.51M -$25.4K -130 -1%
CA
2210
Cornerstone Advisory
Maryland
$2.51M -$200K -1,022 -8%
ILI
2211
Invesco LLC (Illinois)
Illinois
$2.5M -$53.4K -273 -2%
SSA
2212
South Street Advisors
New York
$2.49M +$2.93K +15 +0.1%
CAM
2213
Cozad Asset Management
Illinois
$2.49M +$591K +3,022 +33%
PWC
2214
PYA Waltman Capital
Tennessee
$2.48M +$201K +1,028 +9%
IWS
2215
Insight Wealth Strategies
California
$2.48M +$40.3K +206 +2%
Aristotle Capital Management
2216
Aristotle Capital Management
California
$2.47M
AWA
2217
Amplius Wealth Advisors
Pennsylvania
$2.46M -$440K -2,250 -16%
AA
2218
Aire Advisors
California
$2.46M +$352K +1,800 +17%
TWM
2219
Tradition Wealth Management
Minnesota
$2.46M +$146K +746 +7%
OCPWS
2220
One Charles Private Wealth Services
Massachusetts
$2.45M +$16.2K +83 +0.7%
HWA
2221
Heritage Wealth Advisors
Virginia
$2.45M -$76.6K -392 -3%
FA
2222
Financial Advisors
Massachusetts
$2.45M +$58.1K +297 +3%
FFC
2223
First Financial Corp
Indiana
$2.45M +$18.4K +94 +0.8%
RBFC
2224
Roman Butler Fullerton & Co
Missouri
$2.45M +$29.5K +151 +1%
CFA
2225
Camarda Financial Advisors
Florida
$2.45M +$126K +644 +6%