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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
DTC
2326
Davidson Trust Company
Washington
$2.2M -$664K -3,398 -24%
LIM
2327
Letson Investment Management
Georgia
$2.2M -$13.7K -70 -0.6%
WPA
2328
West Paces Advisors
Georgia
$2.19M +$108K +551 +5%
HTHT
2329
Hemenway Trust Hemenway Trust
New Hampshire
$2.19M -$27.6K -141 -1%
SFS
2330
Summit Financial Strategies
Ohio
$2.19M -$75.7K -387 -3%
EB
2331
Emprise Bank
Kansas
$2.19M -$43.6K -223 -2%
Capital Fund Management (CFM)
2332
Capital Fund Management (CFM)
France
$2.19M +$2.12M +10,825 New
GMFG
2333
Greater Midwest Financial Group
Minnesota
$2.19M +$125K +641 +7%
OIM
2334
Oder Investment Management
California
$2.19M -$14.9K -76 -0.7%
LFP
2335
Lakeshore Financial Planning
Michigan
$2.18M +$391 +2 +0%
BWP
2336
BSW Wealth Partners
Colorado
$2.18M -$47.1K -241 -2%
TCWM
2337
Total Clarity Wealth Management
Illinois
$2.18M -$54.2K -277 -3%
SAI
2338
Savvy Advisors Inc
New York
$2.17M +$694K +3,551 +49%
VIP
2339
Vista Investment Partners
Oklahoma
$2.17M +$20.9K +107 +1%
KMWM
2340
Keudell/Morrison Wealth Management
Oregon
$2.17M -$71.4K -365 -3%
CFM
2341
Catalyst Funds Management
Australia
$2.16M +$2.09M +10,700 New
BCG
2342
Breakwater Capital Group
New Jersey
$2.16M +$234K +1,195 +13%
CWM
2343
Chesapeake Wealth Management
Virginia
$2.16M -$89.5K -458 -4%
AF
2344
Aldebaran Financial
$2.16M +$118K +603 +6%
FMP
2345
Financial Management Professionals
Texas
$2.16M +$23.9K +122 +1%
CFO
2346
CVA Family Office
Colorado
$2.16M +$22.3K +114 +1%
GC
2347
Gilbert & Cook
Iowa
$2.16M -$162K -828 -7%
CCT
2348
Capital City Trust
Florida
$2.16M +$243K +1,244 +13%
ACMA
2349
Arbor Capital Management (Alaska)
Alaska
$2.15M -$171K -876 -8%
PCM
2350
Princeton Capital Management
New Jersey
$2.15M -$80K -409 -4%