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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 %
BFWM
3176
Bright Futures Wealth Management
New York
$714K +$4.38K +22 +0.6%
Fuller & Thaler Asset Management
3177
Fuller & Thaler Asset Management
California
$714K – – –
OA
3178
Operose Advisors
Wisconsin
$713K -$97.7K -483 -12%
KIC
3179
Keating Investment Counselors
Florida
$708K +$116K +575 +20%
WI
3180
WJ Interests
Texas
$708K +$708K +3,498 New
WAM
3181
Wallington Asset Management
Indiana
$707K -$2.02K -10 -0.3%
BBA
3182
Braun-Bostich & Associates
Pennsylvania
$704K +$63.7K +315 +10%
CIA
3183
Cascade Investment Advisors
Oregon
$704K -$3.03K -15 -0.4%
AFWM
3184
AMJ Financial Wealth Management
Virginia
$703K +$118K +585 +20%
NRD
3185
Nebula Research & Development
New York
$703K +$703K +3,475 New
ACM
3186
Advance Capital Management
Michigan
$703K +$9.51K +47 +1%
BTC
3187
Bank & Trust Company
Illinois
$702K +$702K +3,472 New
SC
3188
Sierra Capital
Florida
$702K -$228K -1,125 -24%
KHCM
3189
Kirtland Hills Capital Management
Ohio
$700K +$83.3K +570 +14%
CMAI
3190
Capital Management Associates Inc
Minnesota
$699K -$39.8K -197 -5%
PSCM
3191
Per Stirling Capital Management
Texas
$699K -$113K -561 -14%
AAM
3192
Ascension Asset Management
New York
$698K -$66.7K -330 -9%
GFWA
3193
Grey Fox Wealth Advisors
Delaware
$697K -$26.5K -131 -4%
DWM
3194
Dogwood Wealth Management
Kansas
$697K +$167K +828 +32%
LWM
3195
LongView Wealth Management
Georgia
$696K -$22.7K -112 -3%
HIA
3196
HTG Investment Advisors
Connecticut
$695K +$6.88K +34 +1%
SF
3197
Safeguard Financial
Wisconsin
$692K +$414K +2,046 +149%
IWP
3198
Invenio Wealth Partners
Florida
$692K -$36.8K -182 -5%
FA
3199
FDx Advisors
Illinois
$691K -$1.8M -8,896 -72%
CCP
3200
Carmel Capital Partners
California
$691K +$16.8K +83 +2%
126 127
128
129 130