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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 %
MWA
3276
Motive Wealth Advisors
Michigan
$621K -$2.63K -13 -0.4%
NPPM
3277
North Point Portfolio Managers
Ohio
$621K +$26.7K +132 +4%
FFWM
3278
Future Financial Wealth Management
Ohio
$620K -$316K -1,561 -34%
CIA
3279
Compass Ion Advisors
Pennsylvania
$618K – – –
SLA
3280
Silver Lake Advisory
Utah
$618K +$3.24K +16 +0.5%
NIWA
3281
New Insight Wealth Advisors
California
$618K -$60.7K -300 -9%
CCMW
3282
Cypress Capital Management (Wyoming)
Wyoming
$617K – – –
WIM
3283
Warwick Investment Management
Texas
$616K +$48.3K +239 +9%
SOW
3284
State of Wyoming
Wyoming
$616K -$48.1K -238 -7%
KA
3285
Keene & Associates
Texas
$615K -$21.2K -105 -3%
VH
3286
Visionary Horizons
Tennessee
$613K -$16K -79 -3%
CW
3287
Cook Wealth
North Carolina
$612K -$76K -364 -11%
Cohen & Steers
3288
Cohen & Steers
New York
$611K -$11.7K -58 -2%
NJBEST
3289
New Jersey Better Educational Savings Trust
New Jersey
$610K -$697K -3,444 -53%
CCP
3290
Clarity Capital Partners
California
$610K +$39.8K +197 +7%
HCA
3291
Heck Capital Advisors
Wisconsin
$609K -$2.43K -12 -0.4%
SAF
3292
Smith Anglin Financial
Texas
$609K -$12.3K -61 -2%
FAFN
3293
First Affirmative Financial Network
Colorado
$607K +$61.9K +306 +11%
TAM
3294
Tucker Asset Management
Colorado
$604K -$11.5K -57 -2%
SWM
3295
SilverOak Wealth Management
Minnesota
$604K +$125K +620 +26%
AFP
3296
Alpha Financial Partners
Kentucky
$604K +$52K +257 +9%
VWM
3297
VCI Wealth Management
Missouri
$604K -$44.7K -221 -7%
BFWA
3298
Benchmark Financial Wealth Advisors
Florida
$603K +$67.8K +335 +13%
OWA
3299
Opal Wealth Advisors
New York
$603K -$245K -1,210 -29%
PIM
3300
Pullen Investment Management
Florida
$603K +$37.6K +186 +7%
130 131
132
133 134