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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 %
BIA
3701
Bell Investment Advisors
California
$332K +$7.69K +38 +2%
PWMG
3702
Private Wealth Management Group
New Jersey
$331K -$25.7K -127 -7%
TWM
3703
TMD Wealth Management
Arizona
$331K -$103K -509 -24%
FPIS
3704
Financial Planning & Information Services
Wisconsin
$331K -$3.15M -15,557 -90%
PRI
3705
Prepared Retirement Institute
Pennsylvania
$330K -$32.2K -159 -9%
CAM
3706
Clark Asset Management
New Hampshire
$330K +$125K +617 +61%
WCM
3707
Washburn Capital Management
Florida
$328K +$6.07K +30 +2%
PBF
3708
Petix & Botte Financial
California
$327K +$327K +1,616 New
SA
3709
Shilanski & Associates
Alaska
$326K -$1.21K -6 -0.4%
DCM
3710
Dimension Capital Management
Florida
$326K -$597K -2,953 -65%
IWN
3711
Independent Wealth Network
Iowa
$325K +$12.9K +64 +4%
SC
3712
Saturna Capital
Washington
$325K – – –
PCA
3713
Private Capital Advisors
Connecticut
$324K – – –
PWM
3714
Power Wealth Management
Georgia
$323K +$15.8K +78 +5%
KCM
3715
Kendall Capital Management
Maryland
$323K – – –
KWM
3716
KFG Wealth Management
Indiana
$322K – – –
Optiver Holding
3717
Optiver Holding
Netherlands
$322K -$10.7M -52,898 -97%
VW
3718
Veridan Wealth
Oregon
$321K +$321K +1,106 New
AWM
3719
Act Wealth Management
Texas
$320K +$2.02K +10 +0.6%
T
3720
TOBAM
France
$319K -$113K -558 -26%
KFP
3721
Keener Financial Planning
Texas
$319K -$14.1K -70 -4%
CC
3722
Capital Counsel
New York
$318K -$30.3K -150 -9%
MF
3723
Manchester Financial
California
$318K -$6.07K -30 -2%
KFS
3724
Kelly Financial Services
Massachusetts
$317K +$23.7K +117 +8%
RW
3725
Rockport Wealth
Ohio
$317K – – –
147 148
149
150 151