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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
WMP
2301
Wealth Management Partners
Arizona
$2.25M -$18.8K -96 -0.9%
CWA
2302
Canvas Wealth Advisors
Kansas
$2.24M +$63.1K +323 +3%
SWA
2303
Sax Wealth Advisors
New Jersey
$2.24M +$972K +4,974 +81%
UCB
2304
United Community Bank
South Carolina
$2.24M -$297K -1,518 -12%
NFA
2305
Northern Financial Advisors
Michigan
$2.24M -$11.3K -58 -0.5%
ICM
2306
IMS Capital Management
Oregon
$2.24M -$25K -128 -1%
CP
2307
Canopy Partners
Ohio
$2.24M
DI
2308
Diligent Investors
California
$2.24M +$3.91K +20 +0.2%
BWA
2309
Blodgett Wealth Advisors
California
$2.24M -$195K -997 -8%
NPF
2310
Norris Perne & French
Michigan
$2.23M +$13.3K +68 +0.6%
MCM
2311
Mainstay Capital Management
Michigan
$2.23M +$1.96K +10 +0.1%
6F
2312
626 Financial
Michigan
$2.22M -$48.7K -249 -2%
FPCP
2313
Fort Point Capital Partners
California
$2.22M -$110K -564 -5%
CA
2314
Carson Advisory
Georgia
$2.22M -$73.5K -376 -3%
NME
2315
Notis-McConarty Edward
$2.22M -$158K -810 -7%
CFG
2316
CKW Financial Group
Hawaii
$2.22M -$39.3K -201 -2%
HAIM
2317
Hunter Associates Investment Management
Pennsylvania
$2.22M +$125K +639 +6%
CW
2318
CIC Wealth
Maryland
$2.21M +$53.4K +273 +3%
CAM
2319
Cacti Asset Management
Georgia
$2.21M
TAM
2320
Trillium Asset Management
Massachusetts
$2.21M -$95.8K -490 -4%
SLG
2321
Stanley-Laman Group
Pennsylvania
$2.21M +$180K +919 +9%
FF
2322
Farrow Financial
Vermont
$2.21M +$19.7K +101 +0.9%
HBW
2323
Hazlett, Burt & Watson
West Virginia
$2.21M +$21.7K +111 +1%
BFA
2324
Brown Financial Advisors
Ohio
$2.2M +$2.13M +10,900 New
ZB
2325
Zions Bancorporation
Utah
$2.2M -$218K -1,114 -9%