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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 %
PIS
3551
POM Investment Strategies
North Carolina
$409K +$27.1K +134 +7%
SAW
3552
Signal Advisors Wealth
Michigan
$409K -$1.45M -7,191 -78%
SHWM
3553
Smith & Howard Wealth Management
Georgia
$409K +$37.6K +186 +10%
SSC
3554
Syverson Strege & Co
Iowa
$409K -$1.42K -7 -0.3%
CWA
3555
Centennial Wealth Advisory
Michigan
$409K +$83.3K +412 +26%
EGWAG
3556
Elwood & Goetz Wealth Advisory Group
Georgia
$408K – – –
WHCI
3557
W.H. Cornerstone Investments
Massachusetts
$408K -$1.82K -9 -0.4%
JFG
3558
JMG Financial Group
Illinois
$408K – – –
EWA
3559
Encompass Wealth Advisors
Oregon
$407K +$405 +2 +0.1%
KPWG
3560
KFA Private Wealth Group
Virginia
$406K -$96.1K -475 -19%
TWA
3561
Tandem Wealth Advisors
Arizona
$405K – – –
GCM
3562
Glaxis Capital Management
Florida
$405K +$405K +2,000 New
PAWA
3563
Palo Alto Wealth Advisors
California
$403K +$2.43K +12 +0.6%
AFAS
3564
Acorn Financial Advisory Services
Virginia
$403K +$405 +2 +0.1%
CFGSD
3565
Compass Financial Group (South Dakota)
South Dakota
$402K +$1.01K +5 +0.3%
HFW
3566
Horizon Family Wealth
Illinois
$401K +$2.43K +12 +0.6%
WFC
3567
Western Financial Corp
California
$401K +$401K +1,981 New
OA
3568
Oceanside Advisors
South Carolina
$400K +$105K +520 +36%
BWM
3569
BCS Wealth Management
Tennessee
$400K +$7.9K +39 +2%
IA
3570
Inspire Advisors
Idaho
$399K -$26.1K -129 -6%
IWP
3571
Insight Wealth Partners
Texas
$399K +$11.7K +58 +3%
SIS
3572
Strategic Investment Solutions
Illinois
$399K +$399K +1,925 New
LGWM
3573
Litman Gregory Wealth Management
California
$399K +$23.3K +115 +6%
SWIM
3574
Smallwood Wealth Investment Management
New Jersey
$398K – – –
CCP
3575
Clarkston Capital Partners
Michigan
$398K – – –
141 142
143
144 145