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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
WP
2351
Westmount Partners
California
$2.14M -$97.9K -501 -5%
RWP
2352
Revolve Wealth Partners
New Jersey
$2.14M -$153K -785 -7%
OIS
2353
Okabena Investment Services
Minnesota
$2.14M
FCFC
2354
First Citizens Financial Corp
Iowa
$2.14M -$4.5K -23 -0.2%
GWCM
2355
Godshalk Welsh Capital Management
Pennsylvania
$2.13M -$20.5K -105 -1%
MW
2356
MBL Wealth
North Carolina
$2.13M +$26.2K +134 +1%
PWM
2357
Prentice Wealth Management
New York
$2.13M -$23.9K -122 -1%
ACL
2358
Applied Capital LLC
Florida
$2.13M +$14.7K +75 +0.7%
BIA
2359
BHK Investment Advisors
Alabama
$2.13M -$90.5K -463 -4%
TIA
2360
Trust Investment Advisors
Indiana
$2.12M -$15.6K -80 -0.8%
CCWM
2361
Correct Capital Wealth Management
Missouri
$2.11M +$323K +1,654 +19%
FPWM
2362
FSB Premier Wealth Management
Iowa
$2.11M +$301K +1,542 +17%
WA
2363
Wealth Architects
California
$2.11M -$34.8K -178 -2%
AR
2364
Advisory Research
Illinois
$2.1M -$40.1K -205 -2%
ECP
2365
Epacria Capital Partners
Colorado
$2.1M
WCBA
2366
Weaver C. Barksdale & Associates
Tennessee
$2.1M -$36.4K -186 -2%
SEP
2367
Southland Equity Partners
Missouri
$2.1M +$836K +4,277 +70%
WCM
2368
WealthBridge Capital Management
Ohio
$2.1M -$213K -1,088 -9%
UWPG
2369
Ullmann Wealth Partners Group
Florida
$2.1M +$134K +685 +7%
MFP
2370
Meridian Financial Partners
Virginia
$2.09M +$37.5K +192 +2%
CBT
2371
CoreFirst Bank & Trust
Kansas
$2.09M -$10.4K -53 -0.5%
WCM
2372
Washington Capital Management
Washington
$2.09M -$379K -1,940 -16%
TGAM
2373
TBH Global Asset Management
Tennessee
$2.09M -$259K -1,327 -11%
PWM
2374
Pinnacle Wealth Management
California
$2.09M +$76.4K +391 +4%
KIG
2375
Kowal Investment Group
Wisconsin
$2.09M +$63.1K +323 +3%