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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 %
PA
1176
Profund Advisors
Maryland
$9.41M -$329K -1,627 -3%
BFO
1177
Boston Family Office
Massachusetts
$9.4M -$191K -945 -2%
OFG
1178
Oxford Financial Group
Indiana
$9.39M +$404K +1,998 +4%
SAM
1179
Sompo Asset Management
Japan
$9.39M -$2.58M -12,753 -22%
WIM
1180
Wittenberg Investment Management
Massachusetts
$9.39M – – –
WAS
1181
Wealth Advisory Solutions
Indiana
$9.37M -$110K -543 -1%
SMA
1182
Sage Mountain Advisors
Georgia
$9.37M +$673K +3,328 +8%
SP
1183
Stablepoint Partners
Massachusetts
$9.36M -$1.27M -6,017 -12%
SFP
1184
Shepherd Financial Partners
Massachusetts
$9.35M +$64.7K +320 +0.7%
CWS
1185
Confluence Wealth Services
Pennsylvania
$9.33M +$1.02M +5,020 +12%
SC
1186
Schulhoff & Co
Ohio
$9.33M -$235K -1,162 -2%
DLCIG
1187
D.L. Carlson Investment Group
New Hampshire
$9.33M -$98.9K -489 -1%
C
1188
Certuity
Florida
$9.33M -$2.17M -10,747 -19%
CIM
1189
Chiron Investment Management
New York
$9.3M +$2.09M +10,335 +29%
LSPW
1190
Lake Street Private Wealth
Illinois
$9.3M -$3.84K -19 -0%
RVPG
1191
Relative Value Partners Group
$9.3M +$7.2M +35,581 +343%
WKWM
1192
Walter & Keenan Wealth Management
Indiana
$9.29M -$14.2K -70 -0.2%
EFG
1193
Embree Financial Group
Illinois
$9.29M -$88.8K -439 -0.9%
BL
1194
BCWM LLC
Kansas
$9.28M +$291K +1,438 +3%
PAM
1195
Paradigm Asset Management
New York
$9.24M +$2.59M +12,800 +39%
SAM
1196
Smithbridge Asset Management
Pennsylvania
$9.24M -$920K -4,550 -9%
KA
1197
Kintegral Advisory
New York
$9.23M +$405 +2 +0%
WIA
1198
Wetzel Investment Advisors
Indiana
$9.23M -$32.6K -163 -0.4%
BWS
1199
Buck Wealth Strategies
Colorado
$9.22M +$8.59M +42,478 +1,365%
SGA
1200
Strategic Global Advisors
California
$9.22M -$101K -498 -1%
46 47
48
49 50