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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 %
ASG
3226
Ariston Services Group
California
$657K -$5.26K -26 -0.8%
ACC
3227
Acorn Creek Capital
Colorado
$657K +$18.6K +92 +3%
OCG
3228
Opus Capital Group
Ohio
$656K +$156K +770 +31%
SFP
3229
Sweet Financial Partners
Minnesota
$656K -$27.5K -136 -4%
DFA
3230
Davies Financial Advisors
California
$655K +$77.1K +381 +13%
CWA
3231
Consilio Wealth Advisors
Washington
$655K +$19.8K +98 +3%
CHA
3232
Cooper/Haims Advisors
New York
$655K +$64.5K +319 +11%
AWM
3233
Abound Wealth Management
Tennessee
$654K +$362K +1,788 +123%
LWM
3234
Laidlaw Wealth Management
New York
$653K -$145K -719 -18%
DAM
3235
Deltec Asset Management
New York
$652K – – –
UL
3236
Unionview LLC
Washington
$651K -$10.1K -50 -2%
GA
3237
GSG Advisors
New Jersey
$651K -$59.4K -289 -8%
WFM
3238
Wolff Financial Management
Michigan
$649K – – –
OWA
3239
Outlook Wealth Advisors
Texas
$649K +$411K +2,030 +172%
BAM
3240
Bosun Asset Management
Illinois
$647K -$8.09K -40 -1%
WF
3241
Whelan Financial
California
$647K +$19.6K +97 +3%
MCM
3242
Mattern Capital Management
Colorado
$646K +$112K +553 +21%
CHP
3243
Cable Hill Partners
Oregon
$646K +$646K +3,195 New
I2I
3244
Insight 2811 Inc
Illinois
$644K – – –
JSAM
3245
J. Safra Asset Management
New York
$643K +$123K +608 +24%
IGGA
3246
Iron Gate Global Advisors
Utah
$642K – – –
LAM
3247
Lakewood Asset Management
Illinois
$642K +$202 +1 +0%
CTWM
3248
Cherry Tree Wealth Management
Minnesota
$641K +$6.07K +30 +1%
RA
3249
Rise Advisors
New York
$641K -$5.06K -25 -0.8%
PCM
3250
Perritt Capital Management
Illinois
$640K -$254K -1,255 -28%
128 129
130
131 132