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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 %
SWP
3876
Significant Wealth Partners
Illinois
$243K +$1.21K +6 +0.5%
SSG
3877
Summit Securities Group
New York
$243K -$223K -1,100 -48%
HF
3878
Halpern Financial
Virginia
$243K -$58.7K -290 -19%
SCM
3879
Saxony Capital Management
Missouri
$242K +$242K +1,197 New
VR
3880
Valued Retirements
Texas
$242K – – –
KFG
3881
Kingdom Financial Group
Arizona
$241K -$3.44K -17 -1%
DP
3882
Denver PWM
Colorado
$241K -$78.7K -389 -25%
CIM
3883
Corbyn Investment Management
Maryland
$240K -$29.7K -147 -11%
ACP
3884
Arcus Capital Partners
Georgia
$240K -$77.2K -382 -24%
AFS
3885
AFG Fiduciary Services
Massachusetts
$240K – – –
BF
3886
Brogan Financial
Tennessee
$239K +$10.5K +52 +5%
TFA
3887
Tobias Financial Advisors
Florida
$239K +$239K +1,181 New
CAM
3888
Creekmur Asset Management
Illinois
$239K -$34K -168 -12%
W
3889
WPWealth
Texas
$239K -$14.2K -70 -6%
OAJ
3890
Ogorek Anthony Joseph
New York
$238K +$1.01K +5 +0.4%
AWM
3891
Arista Wealth Management
Nevada
$238K +$238K +1,175 New
AC
3892
AIFG Consultants
New York
$237K +$2.63K +13 +1%
EIA
3893
Eastover Investment Advisors
North Carolina
$237K – – –
AA
3894
Acorns Advisers
California
$237K +$237K +1,171 New
CIAS
3895
CBIZ Investment Advisory Services
Ohio
$237K +$202 +1 +0.1%
HWA
3896
Hilltop Wealth Advisors
North Carolina
$236K +$23.7K +117 +11%
CPWM
3897
Cypress Point Wealth Management
Texas
$235K +$5.66K +28 +2%
SAM
3898
Satovsky Asset Management
New York
$235K +$1.01K +5 +0.4%
FI
3899
FWG Investments
Kentucky
$234K -$1.01K -5 -0.4%
ARG
3900
Advisory Resource Group
Oklahoma
$234K – – –
154 155
156
157 158