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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 %
HWP
2851
Heritage Wealth Partners
Ohio
$1.12M +$581K +2,872 +108%
WAG
2852
Wallace Advisory Group
California
$1.12M -$262K -1,294 -19%
FCM
2853
Firestone Capital Management
Florida
$1.11M +$202 +1 +0%
BAM
2854
Bayview Asset Management
Florida
$1.11M +$202K +1,000 +22%
HWMG
2855
Hurlow Wealth Management Group
Indiana
$1.11M -$17K -84 -2%
BWA
2856
Burt Wealth Advisors
Maryland
$1.11M -$35.2K -174 -3%
HWM
2857
Hohimer Wealth Management
Washington
$1.11M -$6.93M -34,249 -86%
BFM
2858
Boothbay Fund Management
New York
$1.11M -$959K -4,743 -46%
OFW
2859
Omnia Family Wealth
Florida
$1.11M +$35K +173 +3%
CA
2860
Cambridge Advisors
Nebraska
$1.11M +$1.82K +9 +0.2%
HFS
2861
Howard Financial Services
Texas
$1.11M -$110K -544 -9%
SFG
2862
Sovereign Financial Group
Connecticut
$1.11M +$62.3K +308 +6%
TA
2863
TKG Advisors
Indiana
$1.1M -$130K -642 -11%
CSI
2864
Cross Staff Investments
New York
$1.1M +$202 +1 +0%
SC
2865
Steph & Co
Wisconsin
$1.1M -$507K -2,509 -32%
EFA
2866
Evernest Financial Advisors
Indiana
$1.1M +$1.62K +8 +0.1%
PCS
2867
Private Client Services
Kentucky
$1.09M -$17K -84 -2%
HC
2868
Hara Capital
Washington
$1.09M -$6.27K -31 -0.6%
PC
2869
Port Capital
Illinois
$1.09M -$2.43K -12 -0.2%
BAM
2870
Bellevue Asset Management
Washington
$1.09M +$405 +2 +0%
EFP
2871
Elser Financial Planning
Indiana
$1.09M +$1.09M +5,374 New
MHR
2872
Matthew Hamilton Rosenberg
$1.09M +$54.2K +264 +5%
EWA
2873
Evolution Wealth Advisors
Florida
$1.08M -$7.68K -38 -0.7%
RB
2874
Renasant Bank
Mississippi
$1.08M -$185K -915 -15%
PA
2875
Probity Advisors
Texas
$1.08M -$61.3K -303 -5%
113 114
115
116 117