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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 %
SGI
2001
Summit Global Investments
Utah
$3.28M -$1.74M -8,587 -35%
TWA
2002
TCI Wealth Advisors
Arizona
$3.27M -$15.8K -78 -0.5%
MWM
2003
Marion Wealth Management
Pennsylvania
$3.26M +$50.6K +250 +2%
CIAS
2004
CFS Investment Advisory Services
New Jersey
$3.26M -$9.3K -46 -0.3%
TPWM
2005
Twelve Points Wealth Management
Massachusetts
$3.26M +$15.2K +75 +0.5%
EGM
2006
Engineers Gate Manager
New York
$3.25M -$364K -1,801 -10%
PB
2007
Pinnacle Bancorp
Nebraska
$3.24M -$809 -4 -0%
FFA
2008
Fortune Financial Advisors
Kansas
$3.24M -$59.1K -292 -2%
CW
2009
CreativeOne Wealth
Kansas
$3.24M -$1.16M -5,744 -26%
NNPTE
2010
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$3.23M -$3.03K -15 -0.1%
TWM
2011
TriaGen Wealth Management
California
$3.23M -$6.07K -30 -0.2%
CRA
2012
Clear Rock Advisors
Texas
$3.23M +$8.09K +40 +0.3%
GWM
2013
GSB Wealth Management
Connecticut
$3.23M -$21K -104 -0.6%
WFG
2014
Wills Financial Group
Virginia
$3.23M +$60.1K +297 +2%
CPWA
2015
Cerro Pacific Wealth Advisors
California
$3.23M +$3.23M +15,949 New
MIM
2016
Morningstar Investment Management
Illinois
$3.23M -$544K -2,687 -14%
SAM
2017
Secure Asset Management
Michigan
$3.22M -$298K -1,475 -8%
HFM
2018
Hartford Funds Management
Pennsylvania
$3.22M +$257K +1,270 +9%
AWA
2019
Aaron Wealth Advisors
Illinois
$3.21M +$46.1K +228 +1%
EA
2020
Eclectic Associates
California
$3.21M -$22.5K -111 -0.7%
PFM
2021
Phillips Financial Management
Indiana
$3.21M +$65.3K +323 +2%
RHP
2022
Royal Harbor Partners
Texas
$3.19M -$237K -1,174 -7%
SCM
2023
Spreng Capital Management
Ohio
$3.19M -$97.1K -480 -3%
CCG
2024
Chatham Capital Group
Georgia
$3.19M -$2.02K -10 -0.1%
EHWM
2025
Eads & Heald Wealth Management
Georgia
$3.19M -$200K -990 -6%
79 80
81
82 83