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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
CAL
2376
Capital Advisors Ltd
Ohio
$2.09M -$32.6K -167 -2%
AFM
2377
Armstrong Fleming & Moore
District of Columbia
$2.09M
TCM
2378
Towercrest Capital Management
Pennsylvania
$2.08M
AF
2379
Aviso Financial
Ontario, Canada
$2.08M +$2.01M +10,297 New
BAM
2380
BOS Asset Management
Illinois
$2.08M +$1M +5,140 +100%
HIIFS
2381
Harel Insurance Investments & Financial Services
Israel
$2.08M -$169K -862 -8%
MPCG
2382
Matrix Private Capital Group
New York
$2.08M +$17.4K +89 +0.9%
EWM
2383
Elmwood Wealth Management
California
$2.08M -$80.7K -413 -4%
SIA
2384
Schear Investment Advisers
Ohio
$2.08M +$166K +851 +9%
PDL
2385
Portfolio Design Labs
California
$2.07M -$116K -592 -5%
AIA
2386
Alera Investment Advisors
Illinois
$2.06M +$407K +2,082 +26%
AGP
2387
Autumn Glory Partners
Texas
$2.06M -$22.5K -115 -1%
SRC
2388
Sage Rhino Capital
California
$2.06M +$92.1K +471 +5%
MTC
2389
Matrix Trust Company
Colorado
$2.05M +$15.4K +79 +0.8%
FAG
2390
Fortitude Advisory Group
Washington
$2.05M +$164K +839 +9%
VFPI
2391
Vantage Financial Partners (Illinois)
Illinois
$2.05M -$68.4K -350 -3%
GA
2392
Gateway Advisory
New Jersey
$2.05M +$115K +588 +6%
SRA
2393
Secured Retirement Advisors
Minnesota
$2.04M +$158K +809 +9%
IP
2394
Ignite Planners
California
$2.04M +$2.35K +12 +0.1%
CFS
2395
CRA Financial Services
New Jersey
$2.04M -$26.6K -136 -1%
FWM
2396
Focused Wealth Management
New York
$2.03M -$15.1K -77 -0.8%
RCM
2397
Raleigh Capital Management
North Carolina
$2.02M -$98.9K -506 -5%
LF
2398
Lee Financial
Texas
$2.02M +$411K +2,101 +27%
AF
2399
Apexium Financial
Texas
$2.02M +$48.7K +249 +3%
MAM
2400
MWA Asset Management
Massachusetts
$2.02M -$4.11K -21 -0.2%