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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 %
OAM
1751
Occidental Asset Management
California
$4.42M -$393K -1,944 -8%
LWM
1752
Lodestone Wealth Management
Washington
$4.41M -$31.6K -156 -0.7%
PWMG
1753
Prestige Wealth Management Group
New Jersey
$4.41M +$1.33M +6,574 +43%
HI
1754
Horizon Investments
North Carolina
$4.4M -$8.82M -43,849 -67%
SM
1755
Sweeney & Michel
California
$4.39M -$56.9K -274 -1%
AM
1756
Account Management
Massachusetts
$4.39M -$101K -500 -2%
SP
1757
SWS Partners
Ohio
$4.39M -$252K -1,245 -5%
PWA
1758
Providence Wealth Advisors
Illinois
$4.39M +$31.8K +155 +0.7%
AWM
1759
Ameliora Wealth Management
Switzerland
$4.39M -$254K -1,258 -5%
SWM
1760
Sugarloaf Wealth Management
Georgia
$4.38M -$1.62K -8 -0%
BO
1761
Bank OZK
Arkansas
$4.38M -$1.62K -8 -0%
MCM
1762
Marathon Capital Management
Maryland
$4.37M +$81.1K +401 +2%
WOC
1763
West Oak Capital
California
$4.37M +$3.64K +18 +0.1%
LCC
1764
Lincoln Capital Corp
Rhode Island
$4.37M -$479K -2,368 -10%
CIP
1765
Convergence Investment Partners
Florida
$4.36M -$398K -1,969 -8%
PRA
1766
Pine Ridge Advisers
New York
$4.35M – – –
Edgewood Management
1767
Edgewood Management
Connecticut
$4.34M – – –
SAM
1768
Smartleaf Asset Management
Massachusetts
$4.33M +$961K +4,823 +28%
SLC
1769
Second Line Capital
Louisiana
$4.33M +$354K +1,752 +9%
RSA
1770
River Street Advisors
Illinois
$4.32M +$549K +2,716 +15%
V
1771
VeraBank
Texas
$4.32M -$29.7K -147 -0.7%
PRWA
1772
Platte River Wealth Advisors
Colorado
$4.31M -$125K -619 -3%
EWM
1773
Evermay Wealth Management
Virginia
$4.29M +$64.7K +320 +2%
SOAMC
1774
Spirit of America Management Corp
New York
$4.29M +$40.5K +200 +1%
SIP
1775
Stoneridge Investment Partners
Pennsylvania
$4.28M +$1.92M +9,479 +81%
69 70
71
72 73