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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
NMG
2226
New Millennium Group
Utah
$2.44M +$134K +687 +6%
LA
2227
Lindenwold Advisors
Pennsylvania
$2.44M -$5.87K -30 -0.2%
BAM
2228
Byrne Asset Management
New Jersey
$2.44M -$86.2K -441 -3%
WWM
2229
Wolff Wiese Magana
California
$2.44M +$171K +874 +8%
SW
2230
Solidarity Wealth
Utah
$2.43M +$1.02M +5,200 +76%
AFC
2231
AFT Forsyth & Company
Florida
$2.43M +$196K +1,001 +9%
CRWM
2232
Castle Rock Wealth Management
California
$2.43M +$2.35K +12 +0.1%
UM
2233
Ulysses Management
New York
$2.43M
FI
2234
Financial Insights
Washington
$2.42M +$78.8K +403 +3%
BWM
2235
BKM Wealth Management
Wisconsin
$2.42M -$523K -2,675 -18%
MIP
2236
Marietta Investment Partners
Wisconsin
$2.42M +$3.91K +20 +0.2%
ICP
2237
Interchange Capital Partners
Pennsylvania
$2.42M +$1.71M +8,771 +274%
WA
2238
WBH Advisory
Maryland
$2.42M -$194K -993 -8%
AGAM
2239
Audent Global Asset Management
California
$2.42M -$141K -719 -6%
MCWA
2240
Meadow Creek Wealth Advisors
Georgia
$2.42M +$112K +573 +5%
VWM
2241
Vivid Wealth Management
Iowa
$2.42M +$1.32M +6,735 +129%
AC
2242
Aldebaran Capital
Indiana
$2.41M
HT
2243
HAP Trading
New York
$2.4M +$2.32M +11,883 New
HAG
2244
HF Advisory Group
Maryland
$2.4M -$102K -522 -4%
DI
2245
DAGCO Inc
Ohio
$2.4M -$23.9K -122 -1%
WA
2246
Waddell & Associates
Tennessee
$2.4M +$39.3K +201 +2%
JWM
2247
JPL Wealth Management
Colorado
$2.4M +$203K +1,037 +10%
FA
2248
Faithward Advisors
Pennsylvania
$2.39M +$86.8K +444 +4%
MLA
2249
My Legacy Advisors
Oregon
$2.39M +$114K +583 +5%
OL
2250
Optas LLC
Texas
$2.39M +$64.1K +328 +3%