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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 %
TA
2826
Tectonic Advisors
Texas
$1.14M +$26.3K +130 +2%
VF
2827
Virtu Financial
New York
$1.14M +$539K +2,664 +90%
FB
2828
First Bancorp
Maine
$1.14M +$7.08K +35 +0.6%
GIM
2829
Greylin Investment Management
Virginia
$1.14M -$60.7K -300 -5%
RFA
2830
ROI Financial Advisors
Oregon
$1.14M +$73.1K +362 +7%
A
2831
AlphaQuest
New York
$1.14M -$919K -4,545 -45%
RCA
2832
Roberts Capital Advisors
Colorado
$1.14M – – –
PWAC
2833
Private Wealth Advisors (California)
California
$1.14M -$1.03K -5 -0.1%
PIMG
2834
Patriot Investment Management Group
Tennessee
$1.14M +$7.08K +35 +0.6%
IRC
2835
Investors Research Corp
Georgia
$1.13M +$5.06K +25 +0.4%
CPA
2836
Cardiff Park Advisors
California
$1.13M +$3.03K +15 +0.3%
RPGK
2837
Retirement Planning Group (Kansas)
Kansas
$1.13M – – –
WPW
2838
Warther Private Wealth
Ohio
$1.13M +$198K +980 +21%
GHA
2839
Granite Harbor Advisors
Texas
$1.13M +$174K +861 +18%
ES
2840
Eagle Strategies
New York
$1.13M -$1.24M -6,126 -52%
AWM
2841
Avaii Wealth Management
Wisconsin
$1.13M -$13.1K -65 -1%
MWP
2842
Moller Wealth Partners
$1.13M – – –
TFA
2843
Tranquilli Financial Advisor
New Jersey
$1.13M +$15.4K +75 +1%
SFP
2844
Sandbox Financial Partners
Maryland
$1.13M +$5.06K +25 +0.5%
NCFG
2845
New Century Financial Group
New Jersey
$1.12M -$132K -654 -11%
OLA
2846
Oliver Luxxe Assets
New Jersey
$1.12M +$40.9K +202 +4%
AFO
2847
Allie Family Office
Florida
$1.12M – – –
TCM
2848
Tributary Capital Management
Nebraska
$1.12M -$48.5K -240 -4%
TWP
2849
Triad Wealth Partners
Kansas
$1.12M +$341K +1,684 +44%
LPAM
2850
Lodestar Private Asset Management
California
$1.12M -$8.09K -40 -0.7%
112 113
114
115 116