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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 %
QFA
2776
Quantum Financial Advisors
California
$1.21M +$202 +1 +0%
SMWM
2777
Silvia McColl Wealth Management
California
$1.21M – – –
MWM
2778
McNaughton Wealth Management
California
$1.21M +$29.5K +146 +3%
CHA
2779
Carmichael Hill & Associates
Maryland
$1.21M -$107K -531 -8%
CGFA
2780
Colton Groome Financial Advisors
North Carolina
$1.21M -$23.9K -118 -2%
AFT
2781
Alpha Family Trust
California
$1.2M – – –
FCIM
2782
Fairview Capital Investment Management
California
$1.2M – – –
WIM
2783
Westside Investment Management
California
$1.2M +$26.1K +129 +2%
EP
2784
Edgestream Partners
New Jersey
$1.2M -$3.8M -18,763 -76%
5SA
2785
5th Street Advisors
Connecticut
$1.2M – – –
BPFA
2786
Barnes Pettey Financial Advisors
Mississippi
$1.19M – – –
KCM
2787
Kathmere Capital Management
Pennsylvania
$1.19M +$192K +947 +19%
FC
2788
Financial Council
Maryland
$1.19M -$50.6K -250 -4%
S
2789
Sachetta
Massachusetts
$1.19M +$111K +516 +10%
IIM
2790
InTrack Investment Management
Vermont
$1.19M +$178K +880 +18%
DIM
2791
Delta Investment Management
California
$1.19M -$8.09K -40 -0.7%
CFO
2792
Callan Family Office
Pennsylvania
$1.19M +$556K +2,749 +88%
BA
2793
Bluesphere Advisors
Pennsylvania
$1.19M +$149K +736 +14%
SCA
2794
St. Clair Advisors
Ohio
$1.18M – – –
CA
2795
Crumly & Associates
Illinois
$1.18M -$21.4K -106 -2%
CWC
2796
Carolinas Wealth Consulting
North Carolina
$1.18M +$2.23K +11 +0.2%
AGC
2797
Aspen Grove Capital
Colorado
$1.17M -$1.62K -8 -0.1%
CPA
2798
Capital Planning Advisors
California
$1.17M -$254K -1,257 -18%
OFS
2799
OMC Financial Services
New York
$1.17M +$596K +2,945 +103%
CFG
2800
Carr Financial Group
Massachusetts
$1.17M -$117K -576 -9%
110 111
112
113 114