JPM icon

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 %
LODC
3651
Lanham O'Dell & Company
West Virginia
$358K -$68.6K -339 -16%
TFA
3652
Toth Financial Advisory
Virginia
$358K +$30.1K +149 +9%
IWP
3653
Innova Wealth Partners
Pennsylvania
$356K +$142K +700 +66%
JCM
3654
Jag Capital Management
Missouri
$356K -$101K -500 -22%
LA
3655
Lakeside Advisors
Washington
$354K – – –
FSCM
3656
Front Street Capital Management
Montana
$354K -$25.5K -126 -7%
SFPG
3657
Stonebridge Financial Planning Group
Florida
$354K +$354K +1,750 New
IPW
3658
IronBridge Private Wealth
Texas
$354K +$1.82K +9 +0.5%
SWMG
3659
Sanchez Wealth Management Group
Florida
$353K -$15.2K -75 -4%
MGWA
3660
Monument Group Wealth Advisors
Massachusetts
$353K – – –
MSFP
3661
Mark Sheptoff Financial Planning
Connecticut
$352K – – –
RJTCONH
3662
Raymond James Trust Company of New Hampshire
New Hampshire
$351K -$1.82K -9 -0.5%
NRWA
3663
North Ridge Wealth Advisors
Oregon
$351K – – –
CP
3664
Capital Planning
Washington
$350K – – –
SFC
3665
Strategic Financial Concepts
Texas
$349K +$346K +188,987 +9,632%
BSHC
3666
Breed's Hill Capital
Massachusetts
$348K – – –
OPWM
3667
Oxinas Partners Wealth Management
Indiana
$348K +$1.82K +9 +0.5%
HKIMG
3668
Hutchens & Kramer Investment Management Group
Indiana
$348K +$616 +3 +0.2%
YCG
3669
Yeomans Consulting Group
Georgia
$348K +$40.5K +200 +13%
CC
3670
Copperleaf Capital
North Carolina
$347K -$46.3K -229 -12%
LWA
3671
Ledgewood Wealth Advisors
New Hampshire
$347K – – –
CM
3672
Columbus Macro
Pennsylvania
$345K -$1.22K -6 -0.4%
SFMG
3673
Sage Financial Management Group
Virginia
$345K -$16.2K -80 -4%
LIG
3674
Lokken Investment Group
Delaware
$345K +$50.6K +250 +17%
AMG
3675
Asset Management Group
Connecticut
$344K -$6.68K -33 -2%
145 146
147
148 149