We are live on ! Find out more
JPM icon

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
HWM
2451
Hemington Wealth Management
Virginia
$1.9M +$37.9K +194 +2%
FWA
2452
FSM Wealth Advisors
Ohio
$1.9M +$17K +87 +0.9%
RTC
2453
Riverview Trust Company
Washington
$1.9M -$1.32M -6,755 -42%
BCM
2454
BluePath Capital Management
Georgia
$1.89M +$245K +1,255 +15%
PSB
2455
Passumpsic Savings Bank
Vermont
$1.89M -$623K -3,188 -25%
KFA
2456
Kapstone Financial Advisors
Ohio
$1.89M +$44.4K +227 +2%
PCS
2457
Personal CFO Solutions
New Jersey
$1.89M -$22.3K -114 -1%
WFI
2458
West Family Investments
California
$1.89M
AC
2459
Allstate Corporation
Illinois
$1.89M +$1.56K +8 +0.1%
OPOWM
2460
One Plus One Wealth Management
Florida
$1.88M +$400K +2,047 +28%
MTWM
2461
Masso Torrence Wealth Management
New Jersey
$1.88M +$51.8K +265 +3%
CC
2462
Callan Capital
California
$1.88M +$266K +1,362 +17%
LCM
2463
Lazari Capital Management
California
$1.87M +$356K +1,820 +24%
JF
2464
JSF Financial
California
$1.87M -$37.5K -192 -2%
OCM
2465
Orion Capital Management
California
$1.86M -$48.9K -250 -3%
EFM
2466
Eley Financial Management
Vermont
$1.86M -$34K -174 -2%
AC
2467
Apella Capital
Connecticut
$1.86M +$171K +873 +11%
CFG
2468
Cooper Financial Group
California
$1.85M +$92.7K +474 +5%
AA
2469
Addison Advisors
Vermont
$1.85M +$71.2K +364 +4%
SC
2470
Savoie Capital
Illinois
$1.85M +$196 +1 +0%
FP
2471
Financial Perspectives
Minnesota
$1.85M +$978 +5 +0.1%
GWA
2472
GGM Wealth Advisors
Maryland
$1.84M +$7.23K +37 +0.4%
CPM
2473
Connective Portfolio Management
New York
$1.84M
WW
2474
Waterfront Wealth
Kansas
$1.83M +$31.9K +163 +2%
HGERS
2475
Householder Group Estate & Retirement Specialist
Arizona
$1.83M +$107K +545 +6%