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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
LWM
2426
Lakeridge Wealth Management
Ohio
$1.96M +$32.3K +165 +2%
TRIA
2427
Trail Ridge Investment Advisors
Colorado
$1.95M +$65.5K +335 +4%
NA
2428
Navellier & Associates
Nevada
$1.95M -$19.6K -100 -1%
SL
2429
Sentinus LLC
Illinois
$1.95M +$24.8K +127 +1%
MCM
2430
Morton Capital Management
California
$1.94M -$782 -4 -0%
MFC
2431
Morris Financial Concepts
South Carolina
$1.94M -$21.7K -111 -1%
WWP
2432
WR Wealth Planners
Missouri
$1.94M -$58.8K -301 -3%
NL
2433
Navalign LLC
California
$1.94M +$35.8K +183 +2%
SFWA
2434
Summit Financial Wealth Advisors
Louisiana
$1.94M +$13.1K +67 +0.7%
LWL
2435
Leo Wealth LLC
Texas
$1.94M -$159K -813 -8%
CWS
2436
Cypress Wealth Services
California
$1.93M -$65.9K -337 -3%
PC
2437
PhiloSmith Capital
Connecticut
$1.93M
CSC
2438
Caldwell Sutter Capital
California
$1.93M +$101K +517 +6%
TWP
2439
Tempus Wealth Planning
California
$1.93M +$83.7K +428 +5%
YWS
2440
Yarger Wealth Strategies
Ohio
$1.93M -$115K -590 -6%
WA
2441
Wambolt & Associates
Colorado
$1.92M +$8.6K +44 +0.5%
SFM
2442
Signet Financial Management
New Jersey
$1.92M -$18.2K -93 -1%
RIM
2443
RW Investment Management
Idaho
$1.92M -$14.5K -74 -0.8%
PIA
2444
Pinion Investment Advisors
Kansas
$1.92M +$14.7K +75 +0.8%
PIA
2445
Perennial Investment Advisors
California
$1.92M +$79.4K +406 +4%
CG
2446
Clarus Group
Texas
$1.91M +$115K +586 +7%
SCA
2447
Sandy Cove Advisors
Massachusetts
$1.91M +$3.52K +18 +0.2%
CASB
2448
Cape Ann Savings Bank
Massachusetts
$1.91M -$55.7K -285 -3%
CCS
2449
Concentric Capital Strategies
Connecticut
$1.91M -$6.25M -31,956 -77%
KLWA
2450
Kelly Lawrence W & Associates
California
$1.9M