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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 %
JSW
2126
Journey Strategic Wealth
New Jersey
$2.78M +$354K +1,748 +15%
CFS
2127
Commonwealth Financial Services
West Virginia
$2.77M -$210K -1,023 -7%
NCM
2128
Neumann Capital Management
California
$2.77M – – –
GA
2129
GoalVest Advisory
New York
$2.76M -$204K -1,009 -7%
CPSC
2130
Carl P. Sherr & Co
Massachusetts
$2.76M -$88K -435 -3%
TAM
2131
Titleist Asset Management
Texas
$2.76M -$342K -1,693 -11%
ACM
2132
Allred Capital Management
Texas
$2.75M +$143K +706 +5%
LI
2133
LRI Investments
Florida
$2.75M +$727K +3,595 +36%
BFO
2134
Biltmore Family Office
North Carolina
$2.75M +$411K +2,030 +18%
PCH
2135
PGIM Custom Harvest
New Jersey
$2.74M +$1.42M +7,000 +107%
OBWG
2136
Onyx Bridge Wealth Group
New York
$2.74M -$84.7K -419 -3%
LWA
2137
Lantern Wealth Advisors
New York
$2.73M -$122K -601 -4%
CG
2138
Corundum Group
Colorado
$2.73M +$644K +3,185 +31%
CIM
2139
CIM Investment Management
Pennsylvania
$2.72M -$18.4K -91 -0.7%
AT
2140
Arlington Trust
Alabama
$2.72M -$48.1K -238 -2%
BFA
2141
Brendel Financial Advisors
New Hampshire
$2.72M -$2.02K -10 -0.1%
WAAG
2142
Wealth Alliance Advisory Group
Kansas
$2.72M +$47.3K +234 +2%
SEEDPG
2143
S.E.E.D. Planning Group
New York
$2.71M -$103K -507 -4%
IIA
2144
Integral Investment Advisors
California
$2.71M +$279K +1,399 +11%
BCM
2145
Beck Capital Management
Texas
$2.71M +$56.8K +281 +2%
OIA
2146
Optimum Investment Advisors
Illinois
$2.7M -$144K -712 -5%
GKWIM
2147
Gerber Kawasaki Wealth & Investment Management
California
$2.69M +$51K +252 +2%
PBO
2148
Peoples Bank (Ohio)
Ohio
$2.69M +$359K +1,776 +15%
CA
2149
Corrado Advisors
New Jersey
$2.68M -$108K -532 -4%
CAIMH
2150
Central Asset Investments & Management Holdings
Hong Kong
$2.67M +$930K +4,600 +53%
84 85
86
87 88