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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
BC
2401
Barrett & Company
Rhode Island
$2.02M -$8.21K -42 -0.4%
PWM
2402
Palumbo Wealth Management
New York
$2.02M -$36.6K -187 -2%
CG
2403
CFO4Life Group
Texas
$2.01M -$19K -97 -1%
PWM
2404
Paulson Wealth Management
Illinois
$2.01M -$15.6K -80 -0.8%
BWP
2405
Balboa Wealth Partners
Arizona
$2.01M +$294K +1,503 +18%
DWM
2406
Drive Wealth Management
Utah
$2M +$1.17K +6 +0.1%
MCI
2407
MRP Capital Investments
Georgia
$2M -$385K -1,968 -17%
HAM
2408
Harmony Asset Management
Arizona
$2M -$243K -1,243 -11%
GM
2409
Granger Management
New York
$1.99M +$516K +2,637 +37%
SI
2410
Saxon Interests
Texas
$1.99M +$40.1K +205 +2%
VAS
2411
Vestmark Advisory Solutions
Massachusetts
$1.99M +$431K +2,203 +29%
LF
2412
LifeSteps Financial
California
$1.98M -$42.6K -218 -2%
JFA
2413
JNBA Financial Advisors
Minnesota
$1.98M -$118K -606 -6%
CBA
2414
Coastal Bridge Advisors
Connecticut
$1.98M +$56.3K +288 +3%
SIG
2415
Sky Investment Group
Connecticut
$1.98M +$7.63K +39 +0.4%
BFA
2416
Beacon Financial Advisory
Ohio
$1.97M +$353K +1,805 +23%
RSVP
2417
Ramsay Stattman Vela & Price
Colorado
$1.97M
SSWM
2418
Strait & Sound Wealth Management
California
$1.97M -$50.8K -260 -3%
HBWM
2419
Hollow Brook Wealth Management
New York
$1.97M -$137K -700 -7%
SVCP
2420
Silicon Valley Capital Partners
California
$1.96M +$374K +1,911 +24%
AAP
2421
Arax Advisory Partners
Colorado
$1.96M +$526K +2,688 +38%
ADBIC
2422
A.D. Beadell Investment Counsel
Wisconsin
$1.96M -$299K -1,531 -14%
CIM
2423
Corda Investment Management
Texas
$1.96M +$485K +2,481 +34%
MFG
2424
Mosaic Financial Group
Illinois
$1.96M -$13.7K -70 -0.7%
GTAM
2425
Global Trust Asset Management
Florida
$1.96M -$50.8K -260 -3%