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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 %
FWMM
3526
Foundation Wealth Management (Missouri)
Missouri
$424K -$50.6K -250 -11%
SWMG
3527
Signature Wealth Management Group
Georgia
$424K +$2.83K +14 +0.7%
CCC
3528
Chelsea Counsel Company
California
$423K – – –
SFC
3529
Sprinkle Financial Consultants
Colorado
$422K +$405 +2 +0.1%
GA
3530
Greytown Advisors
Florida
$422K -$92.8K -459 -18%
RWM
3531
Ruedi Wealth Management
Illinois
$421K +$22.1K +109 +6%
OA
3532
Oxbow Advisors
Texas
$420K +$20.2K +100 +5%
ST
3533
Sageworth Trust
Pennsylvania
$419K +$419K +2,074 New
CWM
3534
Campbell Wealth Management
Virginia
$419K – – –
RCA
3535
Riverview Capital Advisers
Massachusetts
$419K -$13.3K -66 -3%
KA
3536
Kercheville Advisors
Texas
$419K -$60.7K -300 -13%
APS
3537
American Planning Services
Florida
$419K -$40.5K -200 -9%
VCM
3538
Versant Capital Management
Arizona
$417K +$168K +831 +67%
SFFS
3539
Stonehage Fleming Financial Services
Jersey
$417K -$651K -3,217 -61%
RHJA
3540
Rice Hall James & Associates
California
$416K – – –
HIM
3541
Hanlon Investment Management
New Jersey
$416K +$82.3K +407 +25%
EWM
3542
Elevatus Welath Management
New York
$416K -$22.5K -111 -5%
LFA
3543
Level Financial Advisors
New York
$416K +$6.47K +32 +2%
VFP
3544
Verus Financial Partners
Virginia
$415K +$404 +2 +0.1%
TCM
3545
Triumph Capital Management
Colorado
$414K -$3.84K -19 -0.9%
FA
3546
Fermata Advisors
California
$414K -$197K -975 -32%
FDS
3547
Freedom Day Solutions
Texas
$414K -$6.07K -30 -1%
JSA
3548
Jacobson & Schmitt Advisors
Wisconsin
$413K +$413K +2,044 New
BWCS
3549
Beirne Wealth Consulting Services
Connecticut
$410K – – –
O3W
3550
Omni 360 Wealth
New Jersey
$410K +$28.5K +141 +7%
140 141
142
143 144