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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 %
GGHC
1776
Gilder Gagnon Howe & Co
New York
$4.27M -$9.91K -49 -0.2%
CAS
1777
Coppell Advisory Solutions
Texas
$4.27M +$4.27M +21,124 New
NW
1778
Naviter Wealth
Arkansas
$4.27M +$12.7K +63 +0.3%
PFA
1779
Pure Financial Advisors
California
$4.27M +$184K +909 +4%
LAM
1780
L2 Asset Management
Massachusetts
$4.27M -$2.38M -11,766 -36%
XSC
1781
X-Square Capital
Puerto Rico
$4.27M -$41.3K -204 -1%
SIG
1782
Sargent Investment Group
Maryland
$4.26M -$426K -2,105 -9%
SLWA
1783
San Luis Wealth Advisors
California
$4.26M +$14.6K +72 +0.3%
FAP
1784
Financial Advisory Partners
Florida
$4.25M -$109K -537 -2%
LJAC
1785
L.J. Altfest & Co
New York
$4.25M -$6.68K -33 -0.2%
DMKJ
1786
David M. Knott Jr
$4.24M – – –
QIM
1787
Quantitative Investment Management
Virginia
$4.23M +$4.23M +20,926 New
RCWM
1788
Royal Capital Wealth Management
Indiana
$4.22M +$74.4K +368 +2%
NWM
1789
Northcape Wealth Management
New York
$4.22M +$93.8K +464 +2%
MGWM
1790
Marks Group Wealth Management
Minnesota
$4.21M -$151K -745 -3%
AW
1791
Apricus Wealth
South Carolina
$4.21M -$167K -824 -4%
DC
1792
DeDora Capital
California
$4.21M +$12.1K +60 +0.3%
TPM
1793
Triasima Portfolio Management
Quebec, Canada
$4.2M +$60.7K +300 +1%
SWA
1794
SOA Wealth Advisors
New York
$4.2M -$82.7K -409 -2%
FIC
1795
FCG Investment Company
Tennessee
$4.2M +$877K +4,338 +26%
LOIM
1796
Liberty One Investment Management
Illinois
$4.19M -$320K -1,581 -7%
WCM
1797
Wunderlich Capital Managemnt
Tennessee
$4.19M -$67.8K -335 -2%
FMTCOCP
1798
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4.18M -$59.7K -295 -1%
FCA
1799
FLC Capital Advisors
California
$4.18M +$1.01K +5 +0%
PPWP
1800
Proquility Private Wealth Partners
Nevada
$4.17M -$143K -707 -3%
70 71
72
73 74