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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 %
THL
3126
Tillman Hartley LLC
Colorado
$764K – – –
LA
3127
Lifeworks Advisors
Michigan
$764K -$223K -1,105 -23%
PG
3128
Prostatis Group
Maryland
$761K +$157K +774 +26%
MWM
3129
Maltin Wealth Management
New Jersey
$759K +$1.01K +5 +0.1%
DWA
3130
Dougherty Wealth Advisers
Minnesota
$758K +$15.2K +75 +2%
NFSG
3131
Newbridge Financial Services Group
Florida
$758K -$54.2K -268 -7%
MAG
3132
M3 Advisory Group
Massachusetts
$757K +$31.3K +155 +4%
GF
3133
Gries Financial
Ohio
$757K -$793K -3,923 -51%
Fiera Capital (Canada)
3134
Fiera Capital (Canada)
Quebec, Canada
$756K +$12.7K +63 +2%
HC
3135
Hourglass Capital
Texas
$755K +$5.06K +25 +0.7%
GC
3136
Garde Capital
Washington
$754K -$55.4K -274 -7%
SPI
3137
Santori & Peters Inc
Pennsylvania
$754K -$14.2K -70 -2%
PGA
3138
Portland Global Advisors
Maine
$753K – – –
AWS
3139
Arkfeld Wealth Strategies
Nebraska
$753K +$3.49K +17 +0.5%
SPP
3140
Single Point Partners
Massachusetts
$751K +$7.68K +38 +1%
NI
3141
NCP Inc
California
$751K -$200K -990 -21%
CCA
3142
Cottonwood Capital Advisors
Utah
$750K -$103K -495 -12%
BAG
3143
Bridgewealth Advisory Group
California
$749K +$2.23K +11 +0.3%
DPI
3144
Diversified Portfolios Inc
Michigan
$748K – – –
TC
3145
TradeLink Capital
Illinois
$748K +$748K +3,700 New
TWM
3146
Tanager Wealth Management
United Kingdom
$748K -$974K -4,814 -57%
RWM
3147
Reston Wealth Management
Virginia
$747K -$199K -985 -21%
RW
3148
Rede Wealth
Virginia
$747K -$405 -2 -0.1%
NIC
3149
Northwest Investment Counselors
Oregon
$746K +$75.7K +374 +11%
MF
3150
Meridian Financial
Massachusetts
$745K -$5.06K -25 -0.7%
124 125
126
127 128