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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 %
RWI
2976
Red Wave Investments
Pennsylvania
$963K – – –
AHL
2977
Abel Hall LLC
Louisiana
$962K +$253K +1,249 +36%
PWS
2978
Private Wealth Strategies
Ohio
$957K +$57.8K +286 +6%
IA
2979
Insight Advisors
Pennsylvania
$955K +$6.27K +31 +0.7%
CFO
2980
Collective Family Office
Pennsylvania
$948K +$197K +975 +26%
MWM
2981
MinichMacGregor Wealth Management
New York
$948K -$9.71K -48 -1%
SAA
2982
Southeast Asset Advisors
Georgia
$946K +$405 +2 +0%
IAG
2983
Investment Advisory Group
Massachusetts
$946K +$181K +897 +24%
PCI
2984
Planning Center Inc
Illinois
$941K +$2.23K +11 +0.2%
MIM
2985
Merrion Investment Management
New Jersey
$939K +$20.2K +100 +2%
OPTFSNA
2986
Old Point Trust & Financial Services N A
Virginia
$938K -$47.5K -235 -5%
HSG
2987
Helen Stephens Group
Texas
$938K -$144K -712 -13%
FP
2988
Fiduciary Planning
Florida
$938K +$11.1K +55 +1%
EIA
2989
Eldridge Investment Advisors
New Hampshire
$936K +$55.6K +275 +6%
CCB
2990
Cutter & Co Brokerage
Missouri
$935K -$53.8K -266 -5%
TFF
2991
The Family Firm
Maryland
$933K +$2.43K +12 +0.3%
EWA
2992
ERTS Wealth Advisors
Michigan
$931K -$23.3K -115 -2%
MC
2993
Matisse Capital
Oregon
$927K – – –
JCM
2994
Jacobsen Capital Management
Utah
$926K +$102K +506 +12%
SDAM
2995
Shulman DeMeo Asset Management
New York
$926K +$22K +109 +2%
SCM
2996
Sterneck Capital Management
Missouri
$925K – – –
FA
2997
Fiducient Advisors
Illinois
$924K -$499K -2,469 -35%
HIM
2998
Hillsdale Investment Management
Ontario, Canada
$922K +$538K +2,660 +140%
PA
2999
PSI Advisors
Florida
$921K -$10.1K -50 -1%
TIM
3000
Tevis Investment Management
Texas
$920K +$34.4K +170 +4%
118 119
120
121 122