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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 %
SCM
3326
Shapiro Capital Management
Georgia
$583K – – –
CWM
3327
Cahaba Wealth Management
Georgia
$580K -$74.2K -367 -11%
AWM
3328
Alterna Wealth Management
Texas
$579K -$99.1K -490 -15%
WFPG
3329
Waller Financial Planning Group
Ohio
$577K +$217K +1,071 +60%
MS
3330
Madden Securities
Texas
$576K – – –
PAG
3331
Paladin Advisory Group
Iowa
$576K – – –
BL
3332
Balentine LLC
Georgia
$575K -$1.95M -9,632 -77%
ICM
3333
Islay Capital Management
Texas
$574K -$33K -163 -5%
EC
3334
EdgeRock Capital
Colorado
$574K +$101K +500 +21%
MMHP
3335
Murphy Middleton Hinkle & Parker
Georgia
$574K – – –
PPWM
3336
Paragon Private Wealth Management
Kentucky
$574K +$94.2K +466 +20%
BMD
3337
Better Money Decisions
New Mexico
$573K -$43.5K -215 -7%
MA
3338
MKT Advisors
California
$573K +$37.4K +180 +7%
JWM
3339
Janiczek Wealth Management
Colorado
$572K +$25.7K +127 +5%
HB
3340
Horizon Bancorp
Indiana
$570K +$93.9K +464 +20%
FWP
3341
Firethorn Wealth Partners
Georgia
$569K -$5.06K -25 -0.9%
SCI
3342
Silver Coast Investments
United States
$568K +$45.5K +225 +9%
HI
3343
Harrington Investments
California
$567K -$2.02K -10 -0.4%
CFP
3344
Cascade Financial Partners
California
$566K – – –
WWM
3345
Westwood Wealth Management
California
$564K – – –
IFA
3346
Index Fund Advisors
California
$563K +$62.3K +308 +12%
SFG
3347
SNS Financial Group
Minnesota
$561K +$51.4K +254 +10%
GGI
3348
Godsey & Gibb Inc
Virginia
$560K -$4.65K -23 -0.8%
MAP
3349
Moody Aldrich Partners
Massachusetts
$560K +$1.21K +6 +0.2%
WCFA
3350
Walkner Condon Financial Advisors
Wisconsin
$560K -$1.51M -7,483 -73%
132 133
134
135 136