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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 %
DWM
3501
Darwin Wealth Management
Florida
$438K -$5.66K -28 -1%
MAM
3502
Morse Asset Management
Connecticut
$437K -$809 -4 -0.2%
LC
3503
Landaas & Company
Wisconsin
$436K -$545K -2,696 -56%
SC
3504
Sepio Capital
Utah
$436K +$1.62K +8 +0.4%
WAM
3505
Worth Asset Management
Texas
$435K +$15K +74 +4%
LFRG
3506
Lazard Frères Gestion
France
$435K +$50.7K +255 +13%
CMS
3507
Capital Market Strategies
Florida
$435K +$120K +593 +38%
KFS
3508
Kaizen Financial Strategies
California
$434K -$38.1K -177 -8%
TWM
3509
Triton Wealth Management
Arizona
$434K +$214K +1,018 +97%
TWP
3510
Tower Wealth Partners
Pennsylvania
$433K +$75.8K +375 +21%
ODIJL
3511
One Day In July LLC
Vermont
$432K +$46.5K +230 +12%
EF
3512
Exeter Financial
Arizona
$431K -$5.46K -27 -1%
WCM
3513
Wallace Capital Management
Texas
$431K +$50.6K +250 +13%
MWM
3514
Mascoma Wealth Management
New Hampshire
$429K -$58.7K -290 -12%
NWA
3515
New World Advisors
Massachusetts
$429K -$11.1K -55 -3%
JC
3516
Jacobs & Co
California
$429K -$60.6K -300 -12%
TAM
3517
TCP Asset Management
Ohio
$429K +$22.3K +110 +5%
CPW
3518
Catalyst Private Wealth
California
$428K -$5.06K -25 -1%
LSA
3519
Lansing Street Advisors
Pennsylvania
$427K +$28.7K +142 +7%
BCB
3520
Brian C. Broderick
$427K – – –
SIMC
3521
Squire Investment Management Company
Utah
$426K +$3.44K +17 +0.8%
BHWM
3522
Beaird Harris Wealth Management
Texas
$426K +$88.6K +438 +26%
MPW
3523
MGO Private Wealth
California
$425K -$3.64K -18 -0.8%
BWA
3524
BlueChip Wealth Advisors
Georgia
$425K +$39.9K +197 +10%
CFG
3525
Compton Financial Group
Maryland
$424K -$13.6K -67 -3%
139 140
141
142 143