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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 %
APW
3601
Axim Planning & Wealth
Ohio
$386K +$14.8K +73 +4%
CP
3602
Cumberland Partners
Ontario, Canada
$385K -$64.3K -318 -14%
RWMG
3603
Redwood Wealth Management Group
New Jersey
$385K +$3.84K +19 +1%
CWM
3604
CarsonAllaria Wealth Management
Illinois
$385K -$34.4K -170 -8%
VBFG
3605
Vishria Bird Financial Group
Tennessee
$385K +$3.24K +16 +0.8%
LAM
3606
Lewis Asset Management
California
$385K +$26.1K +129 +7%
JA
3607
JVL Associates
Michigan
$385K -$1.82K -9 -0.5%
I
3608
InceptionR
California
$384K -$890K -4,402 -70%
FAM
3609
Family Asset Management
South Carolina
$383K +$29.7K +147 +8%
RA
3610
Riverstone Advisors
Texas
$381K +$607 +3 +0.2%
TFP
3611
Traction Financial Partners
Wyoming
$381K +$1.06K +5 +0.3%
AA
3612
AlphaCentric Advisors
Puerto Rico
$381K +$185K +915 +94%
JTWM
3613
Jackson Thornton Wealth Management
Alabama
$381K – – –
DJYG
3614
David J. Yvars Group
Florida
$380K +$24.9K +123 +7%
PWA
3615
Provenance Wealth Advisors
Florida
$380K -$4.05K -20 -1%
RFP
3616
Roth Financial Partners
Texas
$380K – – –
KNFPWM
3617
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$379K +$202 +1 +0.1%
AWM
3618
Adams Wealth Management
Utah
$378K – – –
CI
3619
CacheTech Inc
Utah
$378K +$378K +1,869 New
AM
3620
Atwater Malick
Pennsylvania
$376K – – –
WWM
3621
WT Wealth Management
Arizona
$376K -$3.44M -17,005 -90%
DWP
3622
Destiny Wealth Partners
Florida
$374K -$2.43K -12 -0.6%
SWM
3623
Solano Wealth Management
California
$374K -$104K -516 -22%
FZCM
3624
Flynn Zito Capital Management
New York
$374K +$5.26K +26 +1%
DC
3625
Defender Capital
North Carolina
$374K – – –
143 144
145
146 147