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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 %
SPWM
2251
Schrum Private Wealth Management
Florida
$2.33M +$1.01K +5 +0%
EWM
2252
Evergreen Wealth Management
Michigan
$2.32M – – –
OHWA
2253
Oak Hill Wealth Advisors
Virginia
$2.32M +$2.32M +11,481 New
SCI
2254
Stableford Capital II
Arizona
$2.32M +$20.6K +95 +0.9%
SCG
2255
Sonata Capital Group
Washington
$2.32M -$101K -500 -4%
IIA
2256
IPG Investment Advisors
California
$2.31M -$860K -4,252 -27%
FNBOH
2257
First National Bank of Hutchinson
Kansas
$2.31M +$128K +634 +6%
AA
2258
Auxano Advisors
Washington
$2.31M +$46.7K +231 +2%
BIA
2259
Bigelow Investment Advisors
Maine
$2.31M -$4.65K -23 -0.2%
D
2260
Diversified
Delaware
$2.31M +$336K +1,659 +17%
VCM
2261
Virtue Capital Management
Tennessee
$2.3M +$12.8K +61 +0.6%
ZF
2262
Zhang Financial
Michigan
$2.3M +$59.3K +293 +3%
DLHL
2263
Donald L. Hagan LLC
Florida
$2.3M -$216K -1,066 -9%
BSAM
2264
Blue Square Asset Management
New York
$2.3M +$54K +267 +2%
IWM
2265
Iams Wealth Management
Nebraska
$2.29M +$112K +552 +5%
PEA
2266
Park Edge Advisors
Ohio
$2.29M +$50.4K +249 +2%
TCM
2267
Teza Capital Management
Illinois
$2.29M -$5.31M -26,243 -70%
WCM
2268
Windsor Capital Management
Arizona
$2.28M -$25.9K -128 -1%
HCM
2269
Highview Capital Management
Illinois
$2.28M +$220K +1,088 +11%
HNB
2270
Hilltop National Bank
Wyoming
$2.28M +$175K +865 +8%
AIS
2271
American Investment Services
Massachusetts
$2.28M -$23.1K -114 -1%
RWA
2272
Redhawk Wealth Advisors
Minnesota
$2.27M -$180K -888 -7%
SWK
2273
Stephen W. Kidder
$2.27M – – –
AA
2274
Axiom Advisory
California
$2.26M +$2.26M +11,568 New
PWMG
2275
Pinnacle Wealth Management Group
Michigan
$2.26M +$7.89K +39 +0.3%
89 90
91
92 93