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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
$2.99B
3
Viking Global Investors
Viking Global Investors
Connecticut
$609M
4
Capital Research Global Investors
Capital Research Global Investors
California
$4.04B
5
BlackRock
BlackRock
New York
$40.2B

Top Sellers

1
Capital International Investors
Capital International Investors
California
$7.22B
2
GA
Greenhaven Associates
New York
$1.52M
3
DZ Bank
DZ Bank
Germany
$1.87B
4
Wellington Management Group
Wellington Management Group
Massachusetts
$7.26B
5
Citadel Advisors
Citadel Advisors
Florida
$203M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWC
3801
Adamsbrown Wealth Consultants
Kansas
$275K +$405 +2 +0.1%
HFF
3802
Halter Ferguson Financial
Indiana
$275K -$72K -356 -21%
LKIM
3803
Lawson Kroeker Investment Management
Nebraska
$274K +$274K +1,357 New
KCM
3804
Kennedy Capital Management
Missouri
$274K – – –
AFG
3805
AFS Financial Group
Maryland
$273K -$205K -1,012 -43%
ORI
3806
Oak Ridge Investments
Illinois
$271K +$51.2K +253 +23%
CCA
3807
Cadent Capital Advisors
Oklahoma
$270K +$607 +3 +0.2%
GRA
3808
Golden Road Advisors
Florida
$270K -$415 -2 -0.2%
FCC
3809
Flower City Capital
New York
$269K -$6.88K -34 -2%
FWM
3810
Fortress Wealth Management
California
$269K +$202 +1 +0.1%
SCA
3811
Scott Capital Advisors
Oregon
$268K -$2.08K -10 -0.8%
FWM
3812
FFT Wealth Management
Pennsylvania
$268K -$33.2K -164 -11%
VBFP
3813
Valtinson Bruner Financial Planning
Minnesota
$267K +$3.03K +15 +1%
SMF
3814
Sterling Manor Financial
New York
$266K – – –
WPWM
3815
Western Pacific Wealth Management
Illinois
$266K -$8.29K -41 -3%
KL
3816
KWMG LLC
Kansas
$265K -$8.7K -43 -3%
RAM
3817
Riggs Asset Management
Pennsylvania
$265K +$147K +726 +124%
JPLA
3818
Joseph P. Lucia & Associates
New York
$265K – – –
CA
3819
Crane Advisory
California
$264K +$10.4K +51 +4%
HGA
3820
Hobbs Group Advisors
South Carolina
$264K +$264K +1,307 New
D
3821
Dentgroup
Louisiana
$264K +$1.42K +7 +0.5%
MHP
3822
Manatuck Hill Partners
Connecticut
$264K – – –
EW
3823
Enzi Wealth
Texas
$264K +$21.5K +105 +9%
EP
3824
Essential Planning
New Hampshire
$263K -$46.9K -232 -15%
BA
3825
BCM Advisors
Louisiana
$263K +$6.24K +30 +2%
151 152
153
154 155