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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 %
SC
3076
Summa Corp
Texas
$836K -$13.1K -65 -2%
AAG
3077
Armstrong Advisory Group
Massachusetts
$834K +$106K +522 +15%
AI
3078
AXS Investments
New York
$831K -$187K -927 -18%
GSIAS
3079
Garden State Investment Advisory Services
New Jersey
$830K +$38.7K +191 +5%
BC
3080
BIT Capital
Germany
$829K -$6.69M -33,083 -89%
WSWA
3081
Warren Street Wealth Advisors
California
$829K +$6.07K +30 +0.7%
KWM
3082
Kaydan Wealth Management
Michigan
$825K +$17.8K +88 +2%
CWA
3083
Clearview Wealth Advisors
Oregon
$825K -$36.4K -180 -4%
WA1
3084
Wimmer Associates 1
California
$824K -$16.4K -81 -2%
QPW
3085
Quantum Private Wealth
Florida
$823K +$68.8K +340 +9%
HKAM
3086
Horizon Kinetics Asset Management
New York
$823K -$79.3K -392 -9%
IAG
3087
Investmark Advisory Group
Connecticut
$821K -$4.25K -21 -0.5%
CP
3088
Castleview Partners
Texas
$820K -$57.8K -286 -7%
BSG
3089
Black Swift Group
Colorado
$819K -$2.34M -11,573 -74%
TFG
3090
Taylor Financial Group
Virginia
$817K – – –
WWM
3091
Whalen Wealth Management
Nevada
$813K -$2.83K -14 -0.3%
HP
3092
Holistic Planning
Texas
$812K – – –
SNBOSD
3093
Security National Bank of So Dak
Iowa
$811K – – –
HG
3094
Harbor Group
New Hampshire
$807K -$202 -1 -0%
LL
3095
LWMG LLC
Minnesota
$806K -$2.02K -10 -0.3%
ACA
3096
American Capital Advisory
Idaho
$805K +$114K +668 +16%
SGWM
3097
Sterling Group Wealth Management
California
$805K +$805K +3,978 New
VFPW
3098
Vantage Financial Partners (Wisconsin)
Wisconsin
$800K -$6.27K -31 -0.8%
WWM
3099
Waterway Wealth Management
Texas
$800K +$164K +811 +26%
IIM
3100
Ironwood Investment Management
Massachusetts
$800K -$1.17M -5,800 -59%
122 123
124
125 126