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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 %
GWA
3576
Gratus Wealth Advisors
Virginia
$397K -$2.1K -10 -0.5%
KA
3577
Kearns & Associates
California
$396K – – –
CCIA
3578
Cherry Creek Investment Advisors
Colorado
$396K +$30.9K +153 +8%
BFS
3579
Baskin Financial Services
Ontario, Canada
$396K +$9.31K +46 +2%
AIM
3580
Arcadia Investment Management
Michigan
$396K -$16.4K -81 -4%
SFP
3581
Sterling Financial Planning
New Jersey
$396K -$10.1K -50 -2%
PC
3582
Permit Capital
Pennsylvania
$395K -$136K -670 -26%
KFS
3583
Kurt F. Somerville
$394K – – –
CPA
3584
Capital Performance Advisors
California
$394K +$6.27K +31 +2%
AFA
3585
American Financial Advisors
Georgia
$394K -$38K -188 -9%
EA
3586
Echo45 Advisors
California
$394K -$40.5K -200 -9%
MFA
3587
Morling Financial Advisors
California
$393K +$59.3K +293 +18%
SRWM
3588
Shira Ridge Wealth Management
California
$393K +$71.4K +353 +22%
RIM
3589
Redwood Investment Management
Arizona
$392K +$65.3K +323 +20%
E
3590
ETFidea
New York
$392K – – –
SCA
3591
Sage Capital Advisors
South Dakota
$392K +$8.7K +43 +2%
LIA
3592
Luken Investment Analytics
Tennessee
$391K – – –
WP
3593
Wealthspan Partners
Iowa
$390K -$4.45K -22 -1%
MPCA
3594
Madison Park Capital Advisors
Washington
$390K -$404 -2 -0.1%
TFO
3595
Tarbox Family Office
California
$390K – – –
NI
3596
NDVR Inc
Massachusetts
$389K +$104K +515 +37%
NAG
3597
Northstar Advisory Group
New Jersey
$389K +$607 +3 +0.2%
DFA
3598
DHJJ Financial Advisors
Illinois
$387K -$1.01K -5 -0.3%
VAF
3599
Values Added Financial
District of Columbia
$387K +$109K +539 +39%
TPWA
3600
Twin Peaks Wealth Advisors
California
$386K +$39.4K +195 +11%
142 143
144
145 146