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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
1
Swedbank
Sweden
$858M
2
UBS AM
2
UBS AM
Illinois
$2.99B
3
Viking Global Investors
3
Viking Global Investors
Connecticut
$609M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$4.04B
5
BlackRock
5
BlackRock
New York
$40.2B

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$7.22B
2
GA
2
Greenhaven Associates
New York
$1.52M
3
DZ Bank
3
DZ Bank
Germany
$1.87B
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$7.26B
5
Citadel Advisors
5
Citadel Advisors
Florida
$203M
Name Holding Trade Value Shares
Change 		Shares
Change %
NERM
3951
New England Research & Management
Illinois
$215K +$215K +1,065 New
RIG
3952
Renaissance Investment Group
Massachusetts
$215K -$10.4K -50 -5%
CFP
3953
Cypress Financial Planning
New Jersey
$215K +$215K +1,062 New
NWWA
3954
New Wave Wealth Advisors
Arkansas
$214K +$214K +1,059 New
NOI
3955
Newton One Investments
Delaware
$213K +$1.21K +6 +0.6%
CFM
3956
Comprehensive Financial Management
California
$213K – – –
OCFG
3957
O'Connor Financial Group
Illinois
$213K +$2.23K +11 +1%
WAM
3958
WFA Asset Management
Wisconsin
$213K -$33K -163 -13%
CCM
3959
Carlson Capital Management
Minnesota
$211K +$211K +1,046 New
2L
3960
25 LLC
Missouri
$211K -$607 -3 -0.3%
WFA
3961
Wade Financial Advisory
California
$211K +$211K +1,044 New
FPF
3962
First Pacific Financial
Washington
$211K -$14.6K -72 -6%
PSP
3963
Pacific Sage Partners
Washington
$211K +$211K +1,041 New
CIM
3964
Confluence Investment Management
Missouri
$210K +$210K +1,041 New
PGF
3965
Plan Group Financial
Oklahoma
$210K +$210K +1,037 New
LFP
3966
Leeward Financial Partners
Washington
$210K -$24.1K -119 -10%
BBW
3967
Blue Barn Wealth
Utah
$210K +$210K +1,036 New
WWM
3968
Wiser Wealth Management
Georgia
$209K +$209K +1,033 New
SF
3969
SWP Financial
California
$208K -$2.43K -12 -1%
AWM
3970
AAF Wealth Management
Massachusetts
$208K -$22K -109 -10%
AWM
3971
Able Wealth Management
New Jersey
$208K -$111K -547 -35%
PP
3972
PFS Partners
New Jersey
$207K -$15.8K -78 -7%
KLI
3973
Kelman-Lazarov Inc
Tennessee
$207K -$20.8K -103 -9%
ACM
3974
Alamar Capital Management
California
$206K +$206K +1,020 New
PWM
3975
Penobscot Wealth Management
Maine
$206K -$13.7K -67 -6%
157 158
159
160 161