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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 %
EAM
2651
Evanson Asset Management
California
$1.44M – – –
PIA
2652
Powell Investment Advisors
Florida
$1.43M -$35.4K -175 -2%
BWM
2653
Birchcreek Wealth Management
Ohio
$1.43M – – –
KCFA
2654
Key Client Fiduciary Advisors
New Jersey
$1.43M -$35.4K -175 -2%
SFB
2655
STAR Financial Bank
Indiana
$1.43M -$229K -1,130 -14%
HFA
2656
Highland Financial Advisors
New Jersey
$1.43M +$10.1K +50 +0.7%
HWA
2657
Heartwood Wealth Advisors
Virginia
$1.43M +$139K +689 +11%
EIA
2658
Edgemoor Investment Advisors
Maryland
$1.43M +$202 +1 +0%
AWG
2659
Altus Wealth Group
Colorado
$1.42M -$89.4K -442 -6%
NJIM
2660
Nabity-Jensen Investment Management
Nebraska
$1.42M -$17.4K -86 -1%
LWM
2661
Lionsbridge Wealth Management
Florida
$1.42M -$5.06K -25 -0.4%
SMA
2662
Seven Mile Advisory
New Jersey
$1.41M -$420K -2,076 -23%
SCA
2663
Sippican Capital Advisors
Massachusetts
$1.41M -$6.07K -30 -0.4%
TSMHT
2664
Thurston Springer Miller Herd & Titak
Indiana
$1.41M +$1.41M +6,984 New
SFS
2665
Security Financial Services
Indiana
$1.41M +$38.6K +191 +3%
BIA
2666
Benchmark Investment Advisors
Illinois
$1.41M +$226K +1,117 +19%
SFS
2667
Solitude Financial Services
Virginia
$1.41M +$788K +3,894 +127%
AIM
2668
ARGA Investment Management
Connecticut
$1.41M – – –
FC
2669
Fairscale Capital
New Hampshire
$1.4M +$1.4M +6,570 New
WAG
2670
Wiser Advisor Group
Arizona
$1.4M +$23.3K +115 +2%
JJBC
2671
James J. Burns & Company
New York
$1.4M +$405K +2,002 +41%
TVAMP
2672
Tennessee Valley Asset Management Partners
Tennessee
$1.4M +$95.1K +470 +7%
MFWP
2673
Mosaic Family Wealth Partners
Missouri
$1.39M +$11.7K +58 +0.8%
SWS
2674
SYSTM Wealth Solutions
Illinois
$1.39M -$3.43M -16,942 -71%
T. Rowe Price Investment Management
2675
T. Rowe Price Investment Management
Maryland
$1.39M +$449K +2,220 +48%
105 106
107
108 109