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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 %
RWPA
2626
Richard W. Paul & Associates
Michigan
$1.49M -$83.9K -415 -5%
S
2627
Sunpointe
Missouri
$1.49M +$38K +188 +3%
ACA
2628
Atlas Capital Advisors
Wyoming
$1.49M – – –
EA
2629
Ellsworth Advisors
Ohio
$1.49M +$149K +739 +11%
LCWP
2630
Legacy Capital Wealth Partners
Arkansas
$1.48M -$232K -1,148 -14%
TWA
2631
Talisman Wealth Advisors
New Jersey
$1.48M +$62.7K +310 +4%
FMN
2632
Financial Management Network
California
$1.48M +$16.2K +79 +1%
RLWM
2633
RF&L Wealth Management
Massachusetts
$1.48M – – –
RHAM
2634
Round Hill Asset Management
California
$1.48M -$329K -1,625 -18%
AA
2635
Alesco Advisors
New York
$1.47M -$33.8K -167 -2%
MAWA
2636
Moss Adams Wealth Advisors
Washington
$1.47M +$256K +1,267 +21%
ZIMP
2637
Zimmermann Investment Management & Planning
Pennsylvania
$1.47M +$500K +2,471 +52%
AFS
2638
Access Financial Services
Minnesota
$1.46M -$205K -1,013 -12%
GPA
2639
Garrison Point Advisors
California
$1.46M -$65.1K -322 -4%
CIA
2640
Cladis Investment Advisory
Montana
$1.45M – – –
CMI
2641
Clare Market Investments
Texas
$1.45M +$759K +3,753 +109%
GFPC
2642
Global Financial Private Client
Florida
$1.45M -$10.9K -54 -0.7%
AA
2643
AJ Advisors
Tennessee
$1.45M -$552K -2,728 -28%
KCM
2644
KRS Capital Management
Michigan
$1.45M -$99.5K -492 -6%
DG
2645
DMC Group
Alabama
$1.44M -$16.2K -80 -1%
AP
2646
Atwood & Palmer
Missouri
$1.44M -$51K -252 -3%
SM
2647
Salzhauer Michael
$1.44M -$30.3K -150 -2%
FFA
2648
Frazier Financial Advisors
Ohio
$1.44M +$24.1K +119 +2%
UWS
2649
Unique Wealth Strategies
Illinois
$1.44M – – –
LIA
2650
LBMC Investment Advisors
Tennessee
$1.44M – – –
104 105
106
107 108