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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 %
CAM
3351
Claret Asset Management
Quebec, Canada
$557K +$2.43K +12 +0.4%
AR
3352
Apeiron RIA
Texas
$554K +$1.21K +6 +0.2%
RC
3353
Reik & Co
New York
$553K – – –
AAM
3354
Ameraudi Asset Management
New York
$552K +$184K +912 +50%
PW
3355
Peninsula Wealth
California
$549K +$5.33K +26 +1%
HGWM
3356
Horst & Graben Wealth Management
Oregon
$549K +$7.89K +39 +1%
FA
3357
FSA Advisors
Michigan
$546K -$110K -543 -17%
GWAG
3358
Garrett Wealth Advisory Group
Texas
$545K +$240K +1,186 +79%
APM
3359
Advanced Portfolio Management
New York
$544K – – –
T
3360
TCWP
Ohio
$543K -$4.25K -21 -0.8%
MWM
3361
Merriman Wealth Management
Washington
$543K +$2.83K +14 +0.5%
WMWM
3362
Whitaker-Myers Wealth Managers
Ohio
$542K +$98.5K +487 +22%
MECA
3363
Miller Equity Capital Advisors
Texas
$541K – – –
MWM
3364
MBE Wealth Management
Wisconsin
$539K +$165K +815 +44%
IFO
3365
Independent Family Office
New York
$537K -$170K -822 -24%
VC
3366
Veery Capital
Delaware
$537K +$3.24K +16 +0.6%
DA
3367
Detalus Advisors
Missouri
$537K +$176K +871 +49%
BC
3368
Bridgefront Capital
Texas
$536K +$536K +2,650 New
CWM
3369
Cherrydale Wealth Management
New Jersey
$535K +$56K +277 +12%
SL
3370
Summitry LLC
California
$535K -$99.3K -491 -16%
MAM
3371
Marotta Asset Management
Virginia
$535K +$123K +597 +30%
BWM
3372
Brown Wealth Management
Illinois
$534K +$2.63K +13 +0.5%
SC
3373
Schoolcraft Capital
Colorado
$533K -$19.6K -97 -4%
HFA
3374
Harbert Fund Advisors
Alabama
$531K +$10.1K +50 +2%
SIC
3375
SJS Investment Consulting
Ohio
$529K – – –
133 134
135
136 137