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
AA
2276
Auxano Advisors
Washington
$2.31M +$45.2K +231 +2%
BIA
2277
Bigelow Investment Advisors
Maine
$2.31M -$4.5K -23 -0.2%
D
2278
Diversified
Delaware
$2.31M +$324K +1,659 +17%
VCM
2279
Virtue Capital Management
Tennessee
$2.3M +$11.9K +61 +0.6%
ZF
2280
Zhang Financial
Michigan
$2.3M +$57.3K +293 +3%
DLHL
2281
Donald L. Hagan LLC
Florida
$2.3M -$208K -1,066 -9%
BSAM
2282
Blue Square Asset Management
New York
$2.3M +$52.2K +267 +2%
IWM
2283
Iams Wealth Management
Nebraska
$2.29M +$108K +552 +5%
PEA
2284
Park Edge Advisors
Ohio
$2.29M +$48.7K +249 +2%
TCM
2285
Teza Capital Management
Illinois
$2.29M -$5.13M -26,243 -70%
WCM
2286
Windsor Capital Management
Arizona
$2.28M -$25K -128 -1%
HCM
2287
Highview Capital Management
Illinois
$2.28M +$213K +1,088 +11%
HNB
2288
Hilltop National Bank
Wyoming
$2.28M +$169K +865 +8%
AIS
2289
American Investment Services
Massachusetts
$2.28M -$22.3K -114 -1%
RWA
2290
Redhawk Wealth Advisors
Minnesota
$2.27M -$174K -888 -7%
SWK
2291
Stephen W. Kidder
$2.27M
AA
2292
Axiom Advisory
California
$2.26M +$2.26M +11,568 New
PWMG
2293
Pinnacle Wealth Management Group
Michigan
$2.26M +$7.63K +39 +0.3%
BA
2294
Birinyi Associates
Connecticut
$2.26M +$196 +1 +0%
AA
2295
Advisory Alpha
Michigan
$2.26M +$217K +1,112 +11%
ACM
2296
Arcataur Capital Management
Wisconsin
$2.26M -$196 -1 -0%
VC
2297
Vicus Capital
Pennsylvania
$2.25M +$37.9K +194 +2%
PL
2298
Perpetual Ltd
Australia
$2.25M -$349K -1,783 -14%
FBT
2299
First Bank & Trust
South Dakota
$2.25M -$323K -1,654 -13%
CB
2300
Centennial Bank
Arkansas
$2.25M -$322K -1,649 -13%