We are live on ! Find out more
JPM icon

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
CCMT
2251
CMT Capital Markets Trading
Germany
$2.38M -$334K -1,710 -13%
CCG
2252
Catalina Capital Group
California
$2.38M +$456K +2,330 +25%
SSA
2253
Sierra Summit Advisors
Nevada
$2.37M -$122K -624 -5%
MWM
2254
MGB Wealth Management
Texas
$2.37M +$164K +840 +8%
AWA
2255
Acorn Wealth Advisors
Michigan
$2.36M +$15.1K +77 +0.7%
PF
2256
Prosperitas Financial
California
$2.36M +$14.7K +75 +0.6%
SJIM
2257
St. Johns Investment Management
Florida
$2.35M +$64.9K +332 +3%
WDC
2258
Woodward Diversified Capital
California
$2.35M +$210K +1,075 +10%
MCC
2259
Money Concepts Capital
Florida
$2.35M +$68.8K +352 +3%
TFA
2260
Transamerica Financial Advisors
Florida
$2.35M
MA
2261
MBA Advisors
Pennsylvania
$2.35M -$25.4K -130 -1%
HCM
2262
HMS Capital Management
Tennessee
$2.35M +$180K +920 +9%
FH
2263
FWG Holdings
Florida
$2.35M +$96.6K +494 +5%
B
2264
Birchbrook
Maine
$2.34M -$109K -558 -5%
WAM
2265
Weatherly Asset Management
California
$2.34M -$5.87K -30 -0.3%
FCB
2266
First County Bank
Connecticut
$2.34M -$175K -893 -7%
BWM
2267
BlackDiamond Wealth Management
New York
$2.34M +$31.1K +159 +1%
PFWA
2268
Paces Ferry Wealth Advisors
Georgia
$2.34M +$1.76K +9 +0.1%
SPWM
2269
Schrum Private Wealth Management
Florida
$2.33M +$978 +5 +0%
EWM
2270
Evergreen Wealth Management
Michigan
$2.32M
OHWA
2271
Oak Hill Wealth Advisors
Virginia
$2.32M +$2.24M +11,481 New
SCI
2272
Stableford Capital II
Arizona
$2.32M +$18.6K +95 +0.9%
SCG
2273
Sonata Capital Group
Washington
$2.31M -$97.8K -500 -4%
IIA
2274
IPG Investment Advisors
California
$2.31M -$831K -4,252 -27%
FNBOH
2275
First National Bank of Hutchinson
Kansas
$2.31M +$124K +634 +6%