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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 %
NP
1451
Nilsine Partners
Colorado
$6.42M +$19.8K +98 +0.3%
CWA
1452
Clarity Wealth Advisors
California
$6.41M -$280K -1,385 -4%
RWB
1453
RMR Wealth Builders
New Jersey
$6.4M +$253K +1,253 +4%
RA
1454
RFG Advisory
Alabama
$6.4M +$449K +2,220 +8%
LC
1455
Lincoln Capital
Nebraska
$6.36M -$3.44K -17 -0.1%
BMA
1456
Brooks Moore & Associates
Tennessee
$6.35M -$53.6K -265 -0.8%
BFC
1457
Bedel Financial Consulting
Indiana
$6.33M -$4.65K -23 -0.1%
CSPAM
1458
Cary Street Partners Asset Management
Virginia
$6.33M +$88.6K +438 +1%
SCM
1459
Silvant Capital Management
Georgia
$6.33M – – –
WP
1460
WealthPLAN Partners
Nebraska
$6.32M -$41.3K -204 -0.6%
BHWA
1461
Beacon Harbor Wealth Advisors
Virginia
$6.32M +$9.91K +49 +0.2%
RWM
1462
Rockline Wealth Management
New York
$6.31M +$156K +773 +3%
PCG
1463
Prosperity Consulting Group
Maryland
$6.31M +$101K +500 +2%
LC
1464
Legacy CG
Texas
$6.27M -$55.4K -274 -0.9%
ICP
1465
Ironvine Capital Partners
Nebraska
$6.26M -$38.8K -192 -0.6%
RMSCM
1466
R.M. Sincerbeaux Capital Management
New York
$6.26M – – –
MFG
1467
MidWestOne Financial Group
Iowa
$6.26M -$59.5K -294 -0.9%
AFM
1468
Abbot Financial Management
Massachusetts
$6.26M -$78.1K -386 -1%
AT
1469
Arden Trust
Delaware
$6.24M -$199K -984 -3%
WBWA
1470
William B. Walkup & Associates
South Carolina
$6.23M +$6.23M +30,803 New
WE
1471
Wealth Effects
Massachusetts
$6.23M +$62.9K +311 +1%
SCP
1472
Stamos Capital Partners
California
$6.22M +$140K +690 +2%
RFN
1473
RDA Financial Network
Iowa
$6.21M -$2.63K -13 -0%
LA
1474
LVW Advisors
New York
$6.21M +$57.8K +286 +0.9%
BONH
1475
Bank of New Hampshire
New Hampshire
$6.2M -$185K -915 -3%
57 58
59
60 61