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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 %
WCWM
3476
Willow Creek Wealth Management
California
$454K +$607 +3 +0.1%
SIAG
3477
Safeguard Investment Advisory Group
California
$453K -$95.9K -474 -17%
GFL
3478
Granite FO LLC
New Hampshire
$453K – – –
AWAU
3479
Alliance Wealth Advisors (Utah)
Utah
$452K -$12.9K -64 -3%
PCM
3480
Pennsylvania Capital Management
Pennsylvania
$451K -$202 -1 -0%
OAS
3481
Optivise Advisory Services
Tennessee
$450K +$450K +2,227 New
ADMI
3482
Albert D. Mason Inc
Massachusetts
$450K -$5.87K -29 -1%
GF
3483
Gimbal Financial
Indiana
$450K +$79.7K +384 +22%
PFS
3484
Prospect Financial Services
New York
$450K +$405 +2 +0.1%
EWM
3485
Echo Wealth Management
Minnesota
$449K +$449K +2,222 New
MGAM
3486
McGowan Group Asset Management
Texas
$449K -$17K -84 -4%
SWG
3487
Summit Wealth Group
Vermont
$448K +$4.86K +24 +1%
TFIPS
3488
Towarzystwo Funduszy Inwestycyjnych PZU SA
$447K – – –
SM
3489
Sensible Money
Arizona
$447K – – –
RIA
3490
Richwood Investment Advisors
Ohio
$447K +$8.09K +40 +2%
KWAG
3491
Kiely Wealth Advisory Group
North Carolina
$445K +$23.7K +116 +6%
KC
3492
Knuff & Co
California
$445K – – –
CC
3493
Cultivar Capital
Texas
$445K – – –
RA
3494
Riversedge Advisors
Delaware
$444K +$29.1K +144 +7%
GAMC
3495
Garner Asset Management Corp
Texas
$444K +$405 +2 +0.1%
BBWP
3496
Beacon Bridge Wealth Partners
Pennsylvania
$443K -$15.2K -75 -3%
BIG
3497
Builder Investment Group
Georgia
$443K +$202 +1 +0%
EMAM
3498
Encompass More Asset Management
California
$443K +$17K +84 +4%
FPCG
3499
Forum Private Client Group
Indiana
$442K -$438K -2,165 -50%
DFG
3500
Dupree Financial Group
Kentucky
$440K – – –
138 139
140
141 142