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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 %
HAG
2226
HF Advisory Group
Maryland
$2.4M -$106K -522 -4%
DI
2227
DAGCO Inc
Ohio
$2.4M -$24.7K -122 -1%
WA
2228
Waddell & Associates
Tennessee
$2.4M +$40.7K +201 +2%
JWM
2229
JPL Wealth Management
Colorado
$2.4M +$210K +1,037 +10%
FA
2230
Faithward Advisors
Pennsylvania
$2.39M +$89.8K +444 +4%
MLA
2231
My Legacy Advisors
Oregon
$2.39M +$118K +583 +5%
OL
2232
Optas LLC
Texas
$2.39M +$66.3K +328 +3%
CCMT
2233
CMT Capital Markets Trading
Germany
$2.39M -$346K -1,710 -13%
CCG
2234
Catalina Capital Group
California
$2.38M +$471K +2,330 +25%
SSA
2235
Sierra Summit Advisors
Nevada
$2.37M -$126K -624 -5%
MWM
2236
MGB Wealth Management
Texas
$2.37M +$173K +840 +8%
AWA
2237
Acorn Wealth Advisors
Michigan
$2.36M +$15.6K +77 +0.7%
PF
2238
Prosperitas Financial
California
$2.36M +$15.2K +75 +0.6%
SJIM
2239
St. Johns Investment Management
Florida
$2.35M +$67.2K +332 +3%
WDC
2240
Woodward Diversified Capital
California
$2.35M +$217K +1,075 +10%
MCC
2241
Money Concepts Capital
Florida
$2.35M +$71.2K +352 +3%
TFA
2242
Transamerica Financial Advisors
Florida
$2.35M – – –
MA
2243
MBA Advisors
Pennsylvania
$2.35M -$26.3K -130 -1%
HCM
2244
HMS Capital Management
Tennessee
$2.35M +$186K +920 +9%
FH
2245
FWG Holdings
Florida
$2.35M +$104K +494 +5%
B
2246
Birchbrook
Maine
$2.34M -$113K -558 -5%
WAM
2247
Weatherly Asset Management
California
$2.34M -$6.07K -30 -0.3%
FCB
2248
First County Bank
Connecticut
$2.34M -$181K -893 -7%
BWM
2249
BlackDiamond Wealth Management
New York
$2.34M +$32.4K +159 +1%
PFWA
2250
Paces Ferry Wealth Advisors
Georgia
$2.34M +$1.82K +9 +0.1%
88 89
90
91 92