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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 %
PCMC
3151
Paragon Capital Management (Colorado)
Colorado
$745K -$1.01K -5 -0.1%
WFA
3152
Wellspring Financial Advisors
Ohio
$743K +$81.5K +403 +12%
SL
3153
Salomon & Ludwin
Virginia
$739K -$509K -2,519 -41%
WLG
3154
Williamson Legacy Group
Indiana
$739K +$118K +581 +19%
1W
3155
1776 Wealth
Georgia
$738K +$33.6K +166 +5%
1WM
3156
1858 Wealth Management
Ohio
$737K +$193K +956 +36%
AWM
3157
Ariadne Wealth Management
California
$736K +$736K +3,639 New
MWM
3158
Mosley Wealth Management
California
$734K -$90K -445 -11%
NA
3159
Nottingham Advisors
New York
$734K -$35K -173 -5%
BFS
3160
Burkett Financial Services
South Carolina
$733K -$1.21K -6 -0.2%
RWM
3161
RBA Wealth Management
California
$731K -$9.51K -47 -1%
SFWC
3162
Strategic Family Wealth Counselors
New Jersey
$729K +$9.51K +47 +1%
MAG
3163
Mayfair Advisory Group
Alabama
$727K +$78.7K +384 +12%
HAS
3164
Holland Advisory Services
Florida
$726K +$404 +2 +0.1%
AFG
3165
Arkansas Financial Group
Arkansas
$726K -$26.5K -131 -4%
IWA
3166
IBEX Wealth Advisors
New Jersey
$724K +$724K +3,582 New
WCG
3167
Weaver Consulting Group
California
$724K +$118K +584 +19%
WJA
3168
Willis Johnson & Associates
Texas
$724K +$129K +639 +22%
JF
3169
Joule Financial
Kentucky
$723K -$998K -4,935 -58%
MCM
3170
Magnolia Capital Management
New York
$723K +$50.6K +250 +8%
VF
3171
Vawter Financial
Ohio
$718K +$168K +829 +30%
USWIA
3172
UP Strategic Wealth Investment Advisors
Pennsylvania
$717K +$35.4K +175 +5%
SWM
3173
Silverlake Wealth Management
Vermont
$716K -$33.4K -165 -4%
SI
3174
Stonekeep Investments
New Mexico
$715K +$715K +3,536 New
NG
3175
Northstar Group
New York
$715K -$50.6K -250 -7%
125 126
127
128 129