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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 %
IAS
1401
Insigneo Advisory Services
Florida
$6.88M -$783K -4,019 -10%
CIP
1402
Capital Insight Partners
Arizona
$6.87M -$407K -2,012 -6%
BFA
1403
Bill Few Associates
Pennsylvania
$6.87M -$186K -918 -3%
MA
1404
MSA Advisors
California
$6.86M -$40.5K -200 -0.6%
CAG
1405
Csenge Advisory Group
Florida
$6.85M +$340K +1,682 +5%
BBWA
1406
Bell & Brown Wealth Advisors
California
$6.85M +$184K +907 +3%
FSG
1407
Financial Strategies Group
Michigan
$6.85M +$834K +4,019 +14%
VA
1408
Valmark Advisers
Ohio
$6.84M +$397K +1,964 +6%
CT
1409
Chicago Trust
Illinois
$6.83M +$634K +3,134 +10%
SP
1410
Stonebrook Private
Michigan
$6.82M +$246K +1,214 +4%
ALC
1411
Alexander Labrunerie & Co
Missouri
$6.82M +$4.05K +20 +0.1%
AIP
1412
Ameritas Investment Partners
Nebraska
$6.82M -$193K -952 -3%
NAM
1413
NTV Asset Management
West Virginia
$6.79M -$24.1K -119 -0.4%
PG
1414
Patten Group
Tennessee
$6.79M +$2.43K +12 +0%
WWA
1415
WCG Wealth Advisors
Nevada
$6.79M +$105K +517 +2%
BP
1416
BBR Partners
New York
$6.78M -$948K -4,686 -12%
GC
1417
Globeflex Capital
California
$6.76M – – –
PAM
1418
Pegasus Asset Management
New York
$6.75M +$289K +1,427 +4%
BTI
1419
Blue Trust Inc
Georgia
$6.75M +$940K +4,693 +16%
MMPW
1420
Mitchell McLeod Pugh & Williams
Alabama
$6.75M +$5.06K +25 +0.1%
CFCI
1421
Comprehensive Financial Consultants Institutional
Indiana
$6.74M +$321K +1,587 +5%
BWM
1422
BigSur Wealth Management
Florida
$6.73M +$637K +3,149 +10%
FWP
1423
FAS Wealth Partners
Kansas
$6.72M +$198K +978 +3%
EWA
1424
EverSource Wealth Advisors
Alabama
$6.72M +$659K +3,098 +11%
SSW
1425
Stone Summit Wealth
Florida
$6.71M -$176K -868 -3%
55 56
57
58 59