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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 %
HNWA
3201
Henrickson Nauta Wealth Advisors
Michigan
$686K – – –
PWM
3202
Prosperity Wealth Management
California
$684K -$1.62K -8 -0.2%
GWM
3203
Glass Wealth Management
Texas
$683K – – –
AWM
3204
Atticus Wealth Management
Florida
$683K +$48.7K +241 +8%
4WM
3205
49 Wealth Management
Texas
$683K +$253K +1,232 +59%
OWM
3206
OneAscent Wealth Management
Alabama
$683K -$27.3K -135 -4%
LFA
3207
Laraway Financial Advisors
Minnesota
$682K – – –
FA
3208
Fountainhead AM
New Jersey
$680K -$1.82K -9 -0.3%
KOC
3209
Koss-Olinger Consulting
Florida
$680K +$680K +3,363 New
VCWA
3210
Vanguard Capital Wealth Advisors
Colorado
$679K +$1.42K +7 +0.2%
VCP
3211
Vista Capital Partners
Oregon
$674K +$57K +282 +9%
LWMG
3212
Levy Wealth Management Group
Pennsylvania
$673K +$39K +193 +6%
GAA
3213
Guardian Asset Advisors
Pennsylvania
$672K +$158K +782 +31%
Tudor Investment Corp
3214
Tudor Investment Corp
Connecticut
$671K +$671K +3,317 New
AWM
3215
Altus Wealth Management
Kentucky
$670K +$6.07K +30 +0.9%
CAM
3216
Concorde Asset Management
Michigan
$668K -$126K -624 -16%
PCFFS
3217
Pacific Center for Financial Services
California
$668K +$405 +2 +0.1%
HW
3218
Hamilton Wealth
California
$667K – – –
BW
3219
BIP Wealth
Georgia
$667K -$156K -769 -19%
PPW
3220
Pasadena Private Wealth
California
$665K -$15.2K -75 -2%
CP
3221
Creekside Partners
California
$665K +$665K +3,286 New
LFG
3222
Lockerman Financial Group
California
$664K -$1.62K -8 -0.2%
ML
3223
Mayport LLC
Massachusetts
$664K +$122K +601 +22%
EWP
3224
Elevation Wealth Partners
California
$663K +$202 +1 +0%
EFG
3225
Ehrlich Financial Group
California
$662K -$2.83K -14 -0.4%
127 128
129
130 131