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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 %
TWM
2201
Tradition Wealth Management
Minnesota
$2.46M +$151K +746 +7%
OCPWS
2202
One Charles Private Wealth Services
Massachusetts
$2.45M +$16.8K +83 +0.7%
HWA
2203
Heritage Wealth Advisors
Virginia
$2.45M -$79.3K -392 -3%
FA
2204
Financial Advisors
Massachusetts
$2.45M +$60.1K +297 +3%
FFC
2205
First Financial Corp
Indiana
$2.45M +$19K +94 +0.8%
RBFC
2206
Roman Butler Fullerton & Co
Missouri
$2.45M +$31.4K +151 +1%
CFA
2207
Camarda Financial Advisors
Florida
$2.45M +$130K +644 +6%
NMG
2208
New Millennium Group
Utah
$2.44M +$139K +687 +6%
LA
2209
Lindenwold Advisors
Pennsylvania
$2.44M -$6.07K -30 -0.2%
BAM
2210
Byrne Asset Management
New Jersey
$2.44M -$87.8K -441 -3%
WWM
2211
Wolff Wiese Magana
California
$2.44M +$177K +874 +8%
SW
2212
Solidarity Wealth
Utah
$2.43M +$1.05M +5,200 +76%
AFC
2213
AFT Forsyth & Company
Florida
$2.43M +$202K +1,001 +9%
CRWM
2214
Castle Rock Wealth Management
California
$2.43M +$2.47K +12 +0.1%
UM
2215
Ulysses Management
New York
$2.43M – – –
FI
2216
Financial Insights
Washington
$2.42M +$81.5K +403 +3%
BWM
2217
BKM Wealth Management
Wisconsin
$2.42M -$541K -2,675 -18%
MIP
2218
Marietta Investment Partners
Wisconsin
$2.42M +$4.05K +20 +0.2%
ICP
2219
Interchange Capital Partners
Pennsylvania
$2.42M +$1.77M +8,771 +274%
WA
2220
WBH Advisory
Maryland
$2.42M -$201K -993 -8%
AGAM
2221
Audent Global Asset Management
California
$2.42M -$145K -719 -6%
MCWA
2222
Meadow Creek Wealth Advisors
Georgia
$2.42M +$116K +573 +5%
VWM
2223
Vivid Wealth Management
Iowa
$2.42M +$1.36M +6,735 +129%
AC
2224
Aldebaran Capital
Indiana
$2.41M – – –
HT
2225
HAP Trading
New York
$2.4M +$2.4M +11,883 New
87 88
89
90 91