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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 %
DI
3676
Disciplined Investments
Oklahoma
$343K +$5.46K +27 +2%
RP
3677
Riverwater Partners
Wisconsin
$343K +$67.2K +332 +24%
WA
3678
WESPAC Advisors
California
$341K -$11.5K -57 -3%
RIP
3679
RAM Investment Partners
Washington
$341K +$33.6K +166 +11%
TFP
3680
Triune Financial Partners
Kansas
$341K -$283K -1,398 -45%
AFGAS
3681
Allegiance Financial Group Advisory Services
Virginia
$340K +$405 +2 +0.1%
MAM
3682
MMA Asset Management
Pennsylvania
$339K -$59.1K -292 -15%
VIM
3683
VELA Investment Management
Ohio
$339K -$202K -1,000 -37%
RLIM
3684
Red Lighthouse Investment Management
New York
$339K – – –
ACM
3685
Avalon Capital Management
California
$338K +$4.05K +20 +1%
SFG
3686
Sterling Financial Group
California
$338K – – –
ZAM
3687
Zevin Asset Management
Massachusetts
$337K -$56.8K -281 -14%
WGCA
3688
Wolf Group Capital Advisors
Virginia
$337K +$337K +1,664 New
CFS
3689
Cannon Financial Strategists
Georgia
$336K – – –
MSF
3690
Mustard Seed Financial
Arkansas
$336K – – –
WCP
3691
Wick Capital Partners
Pennsylvania
$336K +$20.2K +100 +6%
HIF
3692
Hill Island Financial
Michigan
$335K +$61.5K +304 +22%
WQ
3693
Wealth Quarterback
New Jersey
$335K -$16.6K -82 -5%
HFRG
3694
Houlihan Financial Resource Group
Virginia
$335K – – –
C1AG
3695
Client 1st Advisory Group
Florida
$334K – – –
R
3696
Rebalance
California
$334K – – –
GCWM
3697
Graham Capital Wealth Management
District of Columbia
$334K – – –
MLFP
3698
MPS Loria Financial Planners
Illinois
$334K +$202 +1 +0.1%
KFA
3699
Krane Funds Advisors
New York
$334K -$64.1K -317 -16%
MGIA
3700
Matthew Goff Investment Advisor
Texas
$332K – – –
146 147
148
149 150