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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 %
FFG
3251
Fiduciary Financial Group
California
$639K +$639K +2,990 New
FCT
3252
First Community Trust
Iowa
$637K – – –
IF
3253
Integrity Financial
Wyoming
$637K +$10.3K +51 +2%
BGAI
3254
Bruce G. Allen Investments
Colorado
$637K -$93K -460 -13%
VanEck Associates
3255
VanEck Associates
New York
$636K +$636K +3,201 New
CSWM
3256
Cassady Schiller Wealth Management
Ohio
$636K -$80.9K -400 -11%
SAM
3257
Shikiar Asset Management
New York
$635K +$30.5K +151 +5%
AWM
3258
Allen Wealth Management
North Carolina
$634K +$41.5K +205 +7%
GAM
3259
Gemmer Asset Management
California
$634K +$9.71K +48 +2%
EA
3260
Emerald Advisors
Washington
$634K -$96.9K -479 -13%
DCBT
3261
Dakota Community Bank & Trust
North Dakota
$633K -$5.06K -25 -0.8%
ACA
3262
Ackerman Capital Advisors
Texas
$632K – – –
WFS
3263
WealthGarden F.S.
California
$631K +$631K +3,122 New
AWA
3264
Arbor Wealth Advisors
Michigan
$630K – – –
FEM
3265
Fulcrum Equity Management
Texas
$629K +$23.7K +117 +4%
FFM
3266
Flagstone Financial Management
Nebraska
$628K – – –
JLBC
3267
J.L. Bainbridge & Co
Florida
$627K -$19.4K -96 -3%
SAM
3268
SP Asset Management
California
$626K +$138K +680 +28%
WFA
3269
WestHill Financial Advisors
California
$626K +$4.65K +23 +0.7%
IWA
3270
Inspirion Wealth Advisors
Illinois
$625K – – –
DBRC
3271
D.B. Root & Company
Pennsylvania
$624K +$57.7K +285 +10%
DSAM
3272
Dock Street Asset Management
Florida
$623K +$89.8K +444 +17%
WWP
3273
Waypoint Wealth Partners
California
$621K +$621K +3,071 New
RC
3274
Rovin Capital
Arizona
$621K – – –
WG
3275
Winton Group
United Kingdom
$621K -$3.07M -15,182 -83%
129 130
131
132 133