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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 %
TSS
3101
Thomas Story & Son
Indiana
$797K – – –
ML
3102
McAdam LLC
Pennsylvania
$797K +$92.2K +456 +13%
TSWM
3103
Tyler-Stone Wealth Management
Ohio
$796K -$34.8K -172 -4%
IWA
3104
IVC Wealth Advisors
Pennsylvania
$796K -$3.03K -15 -0.4%
AMCA
3105
Arthur M. Cohen & Associates
Illinois
$795K -$20K -99 -2%
LFS
3106
Legacy Financial Strategies
Kansas
$793K +$110K +525 +16%
AOI
3107
Auto-Owners Insurance
Michigan
$792K – – –
GG
3108
GenWealth Group
New Jersey
$791K -$2.02K -10 -0.3%
EIM
3109
Essex Investment Management
Massachusetts
$791K – – –
ONST
3110
Old North State Trust
North Carolina
$789K – – –
TFGT
3111
TS Financial Group (TSFG)
Illinois
$789K +$15.2K +75 +2%
M1FG
3112
Mach-1 Financial Group
Arkansas
$787K +$39.3K +194 +5%
CCA
3113
Carrera Capital Advisors
Michigan
$787K +$787K +3,891 New
CIA
3114
Cape Investment Advisory
Georgia
$782K -$92.8K -459 -11%
DFCM
3115
Dark Forest Capital Management
Puerto Rico
$780K +$780K +3,854 New
SI
3116
Seeds Investor
New York
$779K +$85.2K +421 +12%
SWP
3117
Semus Wealth Partners
Florida
$777K +$12.9K +64 +2%
HWM
3118
Howard Wealth Management
Connecticut
$776K -$12.1K -60 -2%
TIM
3119
Total Investment Management
Arizona
$775K -$1.82K -9 -0.2%
RA
3120
Ruggaard & Associates
Ohio
$772K – – –
LCM
3121
LCM Capital Management
Illinois
$771K – – –
OAM
3122
Oberweis Asset Management
Illinois
$770K +$607 +3 +0.1%
G
3123
GenTrust
Florida
$768K +$185K +913 +32%
IPW
3124
Impact Partnership Wealth
Georgia
$767K +$690K +3,413 +898%
WAM
3125
WealthTrust Asset Management
Florida
$765K +$1.62K +8 +0.2%
123 124
125
126 127