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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 %
SAG
3051
Spotlight Asset Group
Illinois
$863K +$58.9K +291 +7%
GWSG
3052
GPS Wealth Strategies Group
Colorado
$863K +$18.4K +91 +2%
RPCONE
3053
Retirement Planning Company of New England
Rhode Island
$862K -$32.8K -162 -4%
WPW
3054
Watershed Private Wealth
Illinois
$861K +$1.82K +9 +0.2%
NVIM
3055
New Vernon Investment Management
Illinois
$860K – – –
MW
3056
Maia Wealth
Colorado
$859K +$859K +4,088 New
BOM
3057
Bank of Marin
California
$858K -$34.4K -170 -4%
HIS
3058
Harvest Investment Services
Illinois
$858K -$72.6K -359 -8%
CI
3059
Cavalier Investments
Georgia
$856K +$25.1K +124 +3%
RHDIC
3060
R.H. Dinel Investment Counsel
California
$853K – – –
SIM
3061
SSI Investment Management
California
$852K -$1.01K -5 -0.1%
PCA
3062
Prosperity Capital Advisors
Ohio
$851K -$410K -2,026 -33%
AGA
3063
Arkos Global Advisors
Texas
$851K -$65.7K -325 -7%
SRSA
3064
S.R. Schill & Associates
Washington
$850K +$1.82K +9 +0.2%
DIA
3065
Davidson Investment Advisors
Montana
$850K -$57.6K -285 -6%
CIS
3066
Custom Index Systems
New York
$849K +$154K +762 +22%
WWP
3067
Walden Wealth Partners
Ohio
$848K – – –
CWP
3068
Curated Wealth Partners
California
$846K +$846K +4,184 New
RSWA
3069
Robinson Smith Wealth Advisors
Maine
$846K +$203K +1,006 +32%
GA
3070
Goldstein Advisors
Wisconsin
$846K +$33.2K +164 +4%
CWA
3071
CJM Wealth Advisers
Virginia
$845K -$81.4K -396 -9%
EI
3072
Ellevest Inc
New York
$841K -$157K -774 -16%
GF
3073
GGM Financials
Ohio
$841K +$841K +4,160 New
SAM
3074
S.A. Mason
Michigan
$840K +$49.8K +246 +6%
CGH
3075
CMG Global Holdings
Texas
$837K -$4.25K -21 -0.5%
121 122
123
124 125