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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 %
BWM
1826
BCGM Wealth Management
Indiana
$4.07M +$212K +1,047 +5%
AIM
1827
Acropolis Investment Management
Missouri
$4.07M +$136K +672 +3%
PCM
1828
Poehling Capital Management
Wisconsin
$4.07M -$159K -785 -4%
1WA
1829
180 Wealth Advisors
Washington
$4.06M +$34.6K +167 +0.9%
RZH
1830
Relyea Zuckerberg Hanson
Connecticut
$4.06M +$54.8K +271 +1%
SQA
1831
Simon Quick Advisors
New Jersey
$4.06M -$234K -1,159 -5%
EWM
1832
Empirical Wealth Management
Washington
$4.06M +$370K +1,827 +10%
SICM
1833
Sustainable Insight Capital Management
New York
$4.05M +$849K +4,200 +27%
SWM
1834
Sculati Wealth Management
Michigan
$4.05M -$58.9K -291 -1%
JSSH
1835
J. Safra Sarasin Holding
$4.05M +$4.05M +20,023 New
CCWM
1836
Cassaday & Co Wealth Management
Virginia
$4.05M -$41.1K -203 -1%
OF
1837
Outfitter Financial
Maine
$4.04M -$81.9K -405 -2%
BB
1838
Bell Bank
North Dakota
$4.04M +$176K +870 +5%
NIP
1839
Nicholas Investment Partners
California
$4.04M – – –
FM
1840
Family Management
New York
$4.03M +$110K +546 +3%
RGI
1841
River Global Investors
United Kingdom
$4.02M -$53.8K -266 -1%
SF
1842
Symphony Financial
Texas
$4M +$1.35M +6,717 +51%
AWE
1843
Avidian Wealth Enterprises
Texas
$3.99M +$534K +2,640 +15%
BIP
1844
Blueprint Investment Partners
North Carolina
$3.99M +$158K +782 +4%
QWM
1845
Quadcap Wealth Management
Texas
$3.99M -$67.4K -333 -2%
VCM
1846
Violich Capital Management
California
$3.98M – – –
WI
1847
WrapManager Inc
California
$3.98M +$410K +2,026 +11%
GIM
1848
Guardian Investment Management
California
$3.98M -$101K -500 -2%
RDFA
1849
Ritter Daniher Financial Advisory
Ohio
$3.98M +$9.71K +48 +0.2%
CCA
1850
Cobblestone Capital Advisors
New York
$3.97M -$119K -590 -3%
72 73
74
75 76