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JPMorgan Chase
JPM

Overview Fund Activity

4,134 hedge funds and large institutions have $415B invested in JPMorgan Chase in 2024 Q2 according to their latest regulatory filings, with 201 funds opening new positions, 1,717 increasing their positions, 1,799 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,134
Holders Change
+57
Holders Change %
+1.4%
% of All Funds
60.12%
Holding in Top 10
667
Holding in Top 10 Change
-46
Holding in Top 10 Change %
-6.45%
% of All Funds
9.7%
New
201
Increased
1,717
Reduced
1,799
Closed
88
Calls
$7.24B
Puts
$9.01B
Net Calls
-$1.77B
Net Calls Change
-$913M

Top Buyers

1
Swedbank
Swedbank
Sweden
+$858M
2
UBS AM
UBS AM
Illinois
+$640M
3
Viking Global Investors
Viking Global Investors
Connecticut
+$609M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$558M
5
BlackRock
BlackRock
New York
+$519M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$1.34B
2
GA
Greenhaven Associates
New York
-$934M
3
DZ Bank
DZ Bank
Germany
-$926M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$622M
5
Citadel Advisors
Citadel Advisors
Florida
-$466M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWRP
2526
Summit Wealth & Retirement Planning
California
$1.69M -$16.2K -80 -1%
Financial Engines Advisors
2527
Financial Engines Advisors
California
$1.68M +$4.65K +23 +0.3%
OWA
2528
One Wealth Advisors
California
$1.68M +$190K +922 +13%
CS
2529
Capital Square
Tennessee
$1.68M -$16.6K -79 -1%
CIM
2530
Caldwell Investment Management
Ontario, Canada
$1.68M – – –
CA
2531
Calton & Associates
Florida
$1.68M -$19.4K -96 -1%
SFG
2532
Sather Financial Group
Texas
$1.67M – – –
LA
2533
LexAurum Advisors
Kansas
$1.67M -$42.1K -208 -2%
GC
2534
Guidance Capital
Kentucky
$1.67M +$40.4K +190 +2%
SIS
2535
Sound Income Strategies
Florida
$1.67M -$12.7K -63 -0.8%
PL
2536
Plancorp LLC
Missouri
$1.67M +$22.5K +111 +1%
BFG
2537
Bouchey Financial Group
New York
$1.67M -$22.2K -110 -1%
JWWM
2538
Johnson & White Wealth Management
Pennsylvania
$1.67M +$134K +663 +9%
VWM
2539
Venturi Wealth Management
Texas
$1.67M +$680K +3,362 +69%
LGA
2540
Lebenthal Global Advisors
New York
$1.66M +$63.9K +316 +4%
CAM
2541
CPA Asset Management
Florida
$1.66M – – –
CVM
2542
Cheviot Value Management
California
$1.66M – – –
MFG
2543
Monte Financial Group
Connecticut
$1.66M – – –
Members Trust
2544
Members Trust
Florida
$1.65M -$19.2K -95 -1%
CCA
2545
Childress Capital Advisors
Texas
$1.65M +$77.7K +384 +5%
LCGC
2546
Legacy Capital Group California
California
$1.65M +$22K +109 +1%
MSCM
2547
McElhenny Sheffield Capital Management
Texas
$1.64M +$1.21K +6 +0.1%
AS
2548
Altshuler Shaham
Israel
$1.64M -$488K -2,411 -23%
BCP
2549
Berkeley Capital Partners
Georgia
$1.64M -$95.3K -471 -6%
FGI
2550
Foresight Global Investors
New York
$1.63M – – –
100 101
102
103 104