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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 %
MBI
3726
May Barnhard Investments
Maryland
$316K +$37.6K +186 +14%
FWM
3727
Foguth Wealth Management
Michigan
$315K +$93.1K +460 +42%
LFGO
3728
Legacy Financial Group (Oklahoma)
Oklahoma
$315K -$6.27K -31 -2%
LFS
3729
Lutz Financial Services
Nebraska
$315K – – –
RCM
3730
Rain Capital Management
Oregon
$313K +$2.84K +14 +0.9%
GWM
3731
Gitterman Wealth Management
New Jersey
$313K – – –
SFS
3732
Sharp Financial Services
Pennsylvania
$312K +$91K +450 +41%
SAM
3733
Seelaus Asset Management
New Jersey
$312K – – –
T
3734
TNF
Montana
$312K – – –
RCM
3735
Ridgepath Capital Management
Tennessee
$312K – – –
TBWA
3736
Three Bridge Wealth Advisors
California
$311K -$101K -500 -25%
SPW
3737
Sonoma Private Wealth
California
$311K +$41.3K +204 +15%
UWM
3738
USAdvisors Wealth Management
Minnesota
$309K -$38.1K -189 -11%
BWM
3739
Boyd Wealth Management
California
$309K – – –
GCP
3740
Gill Capital Partners
Colorado
$309K – – –
PPWM
3741
Perissos Private Wealth Management
Oklahoma
$308K – – –
DW
3742
Dodds Wealth
Colorado
$308K +$41.5K +200 +16%
CFGL
3743
Cambridge Financial Group, LLC
Arizona
$307K +$9.91K +49 +3%
CWA
3744
Cascade Wealth Advisors
Washington
$306K – – –
TWM
3745
Trevian Wealth Management
Massachusetts
$306K – – –
HWMT
3746
Heritage Wealth Management (Texas)
Texas
$306K +$306K +1,511 New
CA
3747
Cumberland Advisors
Florida
$305K -$3.07M -15,180 -91%
RCI
3748
RS Crum Inc
California
$305K +$305K +1,509 New
B
3749
Barings
North Carolina
$305K – – –
BLAM
3750
Bourne Lent Asset Management
New York
$303K – – –
148 149
150
151 152