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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 %
ZF
2951
Zega Financial
Florida
$992K +$184K +908 +23%
AWAP
2952
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$991K -$3.44K -17 -0.3%
VAMG
2953
Voisard Asset Management Group
Michigan
$990K +$1.21K +6 +0.1%
WLPWM
2954
Walled Lake Planning & Wealth Management
Illinois
$988K +$142K +703 +17%
NRI
2955
NFP Retirement Inc
California
$987K -$11.1K -55 -1%
BWM
2956
Baron Wealth Management
Michigan
$985K -$25.7K -127 -3%
DEM
2957
Disciplined Equity Management
Florida
$984K – – –
DAM
2958
Diamant Asset Management
Connecticut
$983K – – –
CAGAS
2959
Capital Advisory Group Advisory Services
Minnesota
$983K +$331K +1,635 +51%
XT
2960
XTX Topco
Cayman Islands
$981K +$981K +4,851 New
SFC
2961
SYM Financial Corp
Indiana
$981K +$11.9K +59 +1%
TF
2962
Trek Financial
Arizona
$980K +$113K +557 +13%
HWM
2963
Horizon Wealth Management
Illinois
$979K -$38K -188 -4%
HI
2964
Humankind Investments
New York
$976K +$210K +1,038 +27%
AF
2965
Apollon Financial
South Carolina
$976K +$42.9K +212 +5%
RRA
2966
Round Rock Advisors
Connecticut
$975K -$60.9K -301 -6%
SIG
2967
Spinnaker Investment Group
California
$975K -$87.2K -431 -8%
SWM
2968
Shelton Wealth Management
Texas
$971K -$152K -750 -14%
FFA
2969
Florida Financial Advisors
Florida
$971K +$135K +667 +16%
NFA
2970
Northwest Financial Advisors
Virginia
$970K -$11.7K -58 -1%
WAM
2971
Weinberger Asset Management
California
$969K +$8.5K +42 +0.9%
CCP
2972
Cassia Capital Partners
North Carolina
$968K +$22.2K +110 +2%
TW
2973
Traveka Wealth
California
$968K +$1.01K +5 +0.1%
MAG
2974
MRA Advisory Group
New Jersey
$966K +$5.66K +28 +0.6%
C
2975
CEDRUS
Colorado
$964K +$75K +371 +8%
117 118
119
120 121