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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 %
SMC
1926
Smith, Moore & Co
Missouri
$3.65M +$21.8K +108 +0.6%
CFFP
1927
Center for Financial Planning
Michigan
$3.65M +$7.28K +36 +0.2%
ARA
1928
Alexander Randolph Advisory
Virginia
$3.64M -$137K -678 -4%
ACM
1929
Aquatic Capital Management
Illinois
$3.64M -$3.22M -15,900 -47%
GLA
1930
Good Life Advisors
Pennsylvania
$3.64M +$32.4K +160 +0.9%
LMKC
1931
L.M. Kohn & Company
Ohio
$3.63M +$189K +935 +5%
TWP
1932
Tyche Wealth Partners
Texas
$3.63M -$444K -2,195 -11%
CCFM
1933
Clear Creek Financial Management
Washington
$3.62M -$442K -2,187 -11%
HDIM
1934
Hanson & Doremus Investment Management
Vermont
$3.62M +$17.2K +85 +0.5%
SSA
1935
Schonfeld Strategic Advisors
New York
$3.62M +$1.17M +5,762 +47%
EFM
1936
E Fund Management
China
$3.61M +$386K +1,908 +12%
AI
1937
Atom Investors
Texas
$3.6M +$660K +3,262 +22%
AWM
1938
Affinity Wealth Management
Delaware
$3.6M +$29.1K +144 +0.8%
NF
1939
Nvest Financial
New Hampshire
$3.6M +$3.44K +17 +0.1%
GPA
1940
Guerra Pan Advisors
New Jersey
$3.59M +$200K +988 +6%
VFA
1941
Voya Financial Advisors
Connecticut
$3.58M +$184K +925 +5%
BBP
1942
Banco BTG Pactual
Brazil
$3.57M +$409K +1,909 +13%
OHWP
1943
Oak Harbor Wealth Partners
North Carolina
$3.56M -$71.6K -354 -2%
CTC
1944
Cetera Trust Company
Minnesota
$3.55M -$307K -1,520 -8%
BSA
1945
Bull Street Advisors
Georgia
$3.55M -$3.03K -15 -0.1%
QPWM
1946
Quadrant Private Wealth Management
Pennsylvania
$3.53M +$17.8K +88 +0.5%
CA
1947
CGN Advisors
Kansas
$3.52M -$13.6K -67 -0.4%
DA
1948
Dover Advisors
Virginia
$3.51M +$142K +700 +4%
3IP
1949
3Chopt Investment Partners
Virginia
$3.51M +$14K +69 +0.4%
AEPWM
1950
Atlantic Edge Private Wealth Management
Florida
$3.51M -$202 -1 -0%
76 77
78
79 80