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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 %
CWM
2576
Castle Wealth Management
Florida
$1.58M -$6.67K -33 -0.4%
AWA
2577
Alta Wealth Advisors
Massachusetts
$1.58M +$4.45K +22 +0.3%
SC
2578
Stephens Consulting
Michigan
$1.58M -$17K -84 -1%
FCAS
2579
First Command Advisory Services
Texas
$1.58M -$43.7K -216 -3%
SAM
2580
Summit Asset Management
Tennessee
$1.57M +$354K +1,750 +29%
COCM
2581
Charter Oak Capital Management
New Hampshire
$1.56M -$96.1K -475 -6%
KSWWM
2582
Keyes Stange & Wooten Wealth Management
Florida
$1.56M -$53.4K -264 -3%
PFS
2583
Physicians Financial Services
North Carolina
$1.56M +$32.4K +160 +2%
BWA
2584
Bordeaux Wealth Advisors
California
$1.56M +$68.4K +338 +5%
CRI
2585
Colonial River Investments
Virginia
$1.55M -$43.1K -213 -3%
GPI
2586
General Partner Inc
Pennsylvania
$1.55M +$7.08K +35 +0.5%
FIM
2587
Freedom Investment Management
Connecticut
$1.55M -$358K -1,770 -19%
CC
2588
Commons Capital
Massachusetts
$1.55M -$68.2K -337 -4%
KA
2589
Kozak & Associates
Colorado
$1.55M -$133K -635 -8%
LOIP
2590
Live Oak Investment Partners
Texas
$1.55M – – –
SAM
2591
SignalPoint Asset Management
Missouri
$1.55M -$5.87K -29 -0.4%
BSSFA
2592
Baron Silver Stevens Financial Advisors
Florida
$1.55M -$96.1K -475 -6%
FCG
2593
Fielder Capital Group
Tennessee
$1.55M -$361K -1,786 -19%
OWA
2594
ORBA Wealth Advisors
Illinois
$1.55M +$50K +247 +3%
CWM
2595
Centric Wealth Management
Illinois
$1.54M +$5.94K +28 +0.4%
AIM
2596
Alhambra Investment Management
Florida
$1.54M +$2.83K +14 +0.2%
PWP
2597
Phillips Wealth Planners
Mississippi
$1.54M +$103K +495 +7%
DFS
2598
Dixon Fnancial Services
California
$1.54M – – –
FM
2599
Freemont Management
Switzerland
$1.54M -$7.58M -37,500 -83%
GHAM
2600
Gilman Hill Asset Management
Connecticut
$1.54M -$322K -1,591 -17%
102 103
104
105 106