JPM icon

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 %
KIA
3426
Kraematon Investment Advisors
Massachusetts
$493K +$2.63K +13 +0.5%
MWM
3427
Maripau Wealth Management
Indiana
$492K +$189K +933 +62%
CCA
3428
Clearwater Capital Advisors
Illinois
$491K +$228K +1,125 +87%
HWP
3429
Hibernia Wealth Partners
Louisiana
$490K -$243K -1,199 -33%
SAM
3430
Sequent Asset Management
Texas
$488K +$1.21K +6 +0.2%
PO
3431
Private Ocean
California
$488K +$200K +988 +69%
CFS
3432
CGC Financial Services
Oregon
$487K +$40.4K +200 +9%
WN
3433
Williams & Novak
California
$487K +$487K +2,409 New
BWP
3434
Bernardo Wealth Planning
Pennsylvania
$486K -$40.2K -199 -8%
IWM
3435
Integris Wealth Management
California
$486K -$26.3K -130 -5%
GB
3436
Goepper Burkhardt
South Carolina
$486K -$607 -3 -0.1%
BA
3437
Brightwater Advisory
Florida
$485K -$84.1K -416 -15%
AIA
3438
AIMZ Investment Advisors
California
$483K -$40.5K -200 -8%
PGWM
3439
Pitti Group Wealth Management
New York
$483K +$10.2K +60 +2%
BCMLT
3440
Beacon Capital Management LLC (Tennessee)
Tennessee
$481K -$31.6K -156 -6%
WCM Investment Management
3441
WCM Investment Management
California
$481K +$197K +988 +69%
RWM
3442
Rezny Wealth Management
Florida
$481K +$481K +2,376 New
PDM
3443
Penn Davis McFarland
Texas
$480K – – –
TS
3444
Tamar Securities
California
$480K -$58K -287 -11%
GSIS
3445
Global Strategic Investment Solutions
Arizona
$480K -$80.1K -396 -14%
WFO
3446
Wealthgate Family Office
Colorado
$477K – – –
LSIA
3447
LaSalle St. Investment Advisors
Illinois
$477K +$54.8K +271 +13%
HT
3448
Headlands Technologies
Illinois
$477K +$287K +1,418 +151%
IC
3449
Iconiq Capital
California
$477K +$477K +2,357 New
TIA
3450
Tandem Investment Advisors
South Carolina
$474K -$10.5K -52 -2%
136 137
138
139 140