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JPMorgan Chase
JPM

Overview Fund Activity

4,133 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, 1,716 increasing their positions, 1,799 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,133
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
1,716
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 %
GCL
3751
Gouws Capital LLC
North Carolina
$303K – – –
AGDI
3752
Absolute Gestao de Investimentos
Brazil
$303K +$303K +1,500 New
ONGA
3753
O'Neil Global Advisors
California
$303K +$303K +1,500 New
SWM
3754
Seed Wealth Management
Illinois
$303K – – –
PWA
3755
Peterson Wealth Advisors
Utah
$302K +$10.9K +54 +4%
LFASL
3756
Lugano Financial Advisors SA (LFA)
Switzerland
$301K – – –
PFP
3757
Paragon Financial Partners
California
$300K -$14.4K -71 -5%
FIC
3758
Family Investment Center
Missouri
$300K – – –
HP
3759
Highlander Partners
Texas
$300K – – –
PCMK
3760
Paragon Capital Management (Kansas)
Kansas
$298K +$13.6K +67 +5%
AA
3761
AlphaMark Advisors
Kentucky
$296K – – –
ELM
3762
Elite Life Management
Florida
$295K +$11.3K +56 +4%
FIM
3763
FWL Investment Management
Texas
$295K +$103K +510 +54%
CWA
3764
Clarus Wealth Advisors
Arizona
$295K -$12.5K -60 -4%
WH
3765
Whitcomb & Hess
Ohio
$294K -$222K -1,099 -43%
SW
3766
SMART Wealth
Nebraska
$294K +$52.8K +261 +22%
BCM
3767
Basso Capital Management
Connecticut
$293K – – –
SBCM
3768
Silverberg Bernstein Capital Management
New York
$293K – – –
DB
3769
Dravo Bay
Delaware
$292K – – –
BIP
3770
Blue Investment Partners
California
$292K – – –
NRW
3771
Nova R Wealth
Kansas
$292K +$1.21K +6 +0.4%
NEPPG
3772
New England Professional Planning Group
Rhode Island
$291K -$809 -4 -0.3%
PTCG
3773
Pring Turner Capital Group
California
$291K +$87.4K +432 +43%
GC
3774
Gibson Capital
Pennsylvania
$290K – – –
BMCM
3775
Burns Matteson Capital Management
New York
$289K +$71K +351 +33%
149 150
151
152 153