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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 %
FNC
3026
First National Corp
Massachusetts
$893K +$12.5K +62 +1%
TA
3027
TPG Advisors
Illinois
$893K +$893K +4,417 New
WWM
3028
Wagner Wealth Management
South Carolina
$893K -$10.3K -51 -1%
APC
3029
Aspire Private Capital
North Carolina
$892K +$17.8K +88 +2%
RIS
3030
Retirement Income Solutions
Michigan
$891K -$24.9K -123 -3%
HIG
3031
Heritage Investment Group
Florida
$890K -$5.26K -26 -0.6%
AT
3032
Avalon Trust
New Mexico
$888K -$133K -659 -13%
WRPWM
3033
Werba Rubin Papier Wealth Management
California
$887K -$151K -749 -15%
MWP
3034
Meridian Wealth Partners
Pennsylvania
$887K +$48.7K +241 +6%
CFLC
3035
California First Leasing Corp
California
$886K – – –
DWG
3036
Darden Wealth Group
Michigan
$886K +$12.1K +60 +1%
PHIC
3037
Pine Haven Investment Counsel
Massachusetts
$881K – – –
HAS
3038
HBW Advisory Services
California
$881K +$18.4K +91 +2%
RGC
3039
Roberts, Glore & Co
Illinois
$878K -$65.5K -324 -7%
BWA
3040
BlueSky Wealth Advisors
North Carolina
$877K +$877K +4,336 New
CWG
3041
Crown Wealth Group
North Carolina
$875K -$42.5K -210 -5%
CSWG
3042
Cardinal Strategic Wealth Guidance
Kentucky
$875K +$43.9K +217 +5%
WCM
3043
Wedge Capital Management
North Carolina
$874K -$81.3K -402 -9%
HWA
3044
Hillcrest Wealth Advisors
New Jersey
$872K – – –
RA
3045
Rational Advisors
New York
$871K +$567K +2,805 +187%
BDA
3046
Borer Denton & Associates
Pennsylvania
$871K – – –
TA
3047
TCM Advisors
West Virginia
$870K -$1.4M – –
ACA
3048
Affinity Capital Advisors
California
$870K -$2.02K -10 -0.2%
CFAM
3049
Center For Asset Management
Florida
$869K +$869K +4,297 New
HWM
3050
Hassell Wealth Management
Louisiana
$863K – – –
120 121
122
123 124