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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 %
WSCM
976
Wellington Shields Capital Management
New York
$13.5M +$85.2K +421 +0.6%
TFA
977
Teamwork Financial Advisors
Texas
$13.3M +$3.01M +14,870 +29%
JAM
978
JCIC Asset Management
Ontario, Canada
$13.2M -$125K -620 -0.9%
SG
979
Sienna Gestion
France
$13.2M +$13.2M +65,422 New
SB
980
Simmons Bank
Arkansas
$13.2M -$1.48M -7,304 -10%
WTFG
981
Wells Trecaso Financial Group
Ohio
$13.1M -$76.5K -378 -0.6%
CCT
982
Chemung Canal Trust
New York
$13.1M -$950K -4,698 -7%
BWM
983
Buckley Wealth Management
Nevada
$13M -$70.6K -349 -0.5%
WBC
984
Westpac Banking Corp
Australia
$13M +$953K +4,711 +8%
MMA
985
Miracle Mile Advisors
California
$13M +$336K +1,661 +3%
AWA
986
Arkadios Wealth Advisors
Georgia
$12.9M +$2.29M +11,308 +21%
AAM
987
AR Asset Management
California
$12.9M -$60.7K -300 -0.5%
LOAMS
988
Lombard Odier Asset Management (Switzerland)
Switzerland
$12.9M -$1.29M -6,354 -9%
RFMS
989
RWQ Financial Management Services
Florida
$12.9M +$3.24M +16,013 +34%
SWA
990
Stratos Wealth Advisors
Ohio
$12.9M -$627K -3,101 -5%
VWA
991
Visionary Wealth Advisors
Illinois
$12.8M -$22K -109 -0.2%
FA
992
Fagan Associates
New York
$12.7M -$1.82K -9 -0%
RWA
993
River Wealth Advisors
Pennsylvania
$12.7M +$274K +1,353 +2%
FM
994
Foster & Motley
Ohio
$12.7M -$128K -631 -1%
WIC
995
WealthBridge Investment Counsel
Alberta, Canada
$12.7M -$1.55M -7,670 -11%
BBL
996
Beck Bode LLC
Massachusetts
$12.6M +$12.6M +62,533 New
CCM
997
Carmel Capital Management
California
$12.6M +$12.1K +60 +0.1%
LOPW
998
Live Oak Private Wealth
North Carolina
$12.6M -$238K -1,179 -2%
FNA
999
First National Advisers
Nebraska
$12.6M +$1.69M +8,349 +16%
RDWM
1000
Red Door Wealth Management
Tennessee
$12.6M +$580K +2,866 +5%
38 39
40
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