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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 %
CRIG
3301
Charter Research & Investment Group
Connecticut
$602K – – –
HPM
3302
Hoxton Planning & Management
West Virginia
$601K -$2.63K -13 -0.4%
CFS
3303
Coordinated Financial Services
Colorado
$601K -$74K -366 -11%
POIA
3304
Pin Oak Investment Advisors
Texas
$600K -$16.8K -83 -3%
ICA
3305
Infrastructure Capital Advisors
New York
$600K -$1.42M -7,035 -70%
BTWM
3306
Brass Tax Wealth Management
Ohio
$599K +$245K +1,212 +69%
LA
3307
Lane & Associates
New Jersey
$598K +$36.8K +182 +7%
FCM
3308
Fourpath Capital Management
Oklahoma
$598K -$12.5K -62 -2%
SG
3309
Strid Group
Pennsylvania
$597K +$26.1K +129 +5%
PI
3310
Parkside Investments
Illinois
$596K +$34.4K +170 +6%
BBPWM
3311
Blue Bell Private Wealth Management
Pennsylvania
$595K -$6.68K -33 -1%
MPCL
3312
My Personal CFO LLC
Washington
$595K -$15.6K -77 -3%
STA
3313
Smith Thornton Advisors
Alabama
$594K +$594K +2,936 New
MCM
3314
McDonough Capital Management
Florida
$593K +$147K +729 +33%
TPW
3315
Tiller Private Wealth
Pennsylvania
$593K +$202 +1 +0%
PCMC
3316
Planning Capital Management Corporation
Pennsylvania
$593K – – –
MSWMA
3317
Market Street Wealth Management Advisors
Indiana
$592K -$41.1K -203 -6%
SP
3318
Successful Portfolios
Florida
$592K -$79.7K -394 -12%
SWM
3319
Selective Wealth Management
Virginia
$592K -$6.65K -32 -1%
AC
3320
Avenir Corporation
Virginia
$591K – – –
AIA
3321
Arbor Investment Advisors
North Carolina
$591K +$129K +639 +28%
WAOI
3322
Wealth Advisors of Iowa
Iowa
$586K -$7.89K -39 -1%
FFL
3323
Financial Freedom LLC
Ohio
$586K +$29.1K +144 +5%
DFA
3324
DHK Financial Advisors
New Hampshire
$585K +$585K +2,890 New
IPW
3325
Intergy Private Wealth
Colorado
$583K +$27.7K +137 +5%
131 132
133
134 135