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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 %
AF
2326
Aldebaran Financial
$2.16M +$122K +603 +6%
FMP
2327
Financial Management Professionals
Texas
$2.16M +$24.7K +122 +1%
CFO
2328
CVA Family Office
Colorado
$2.16M +$23.1K +114 +1%
GC
2329
Gilbert & Cook
Iowa
$2.16M -$167K -828 -7%
CCT
2330
Capital City Trust
Florida
$2.16M +$252K +1,244 +13%
ACMA
2331
Arbor Capital Management (Alaska)
Alaska
$2.15M -$180K -876 -8%
PCM
2332
Princeton Capital Management
New Jersey
$2.15M -$82.7K -409 -4%
WP
2333
Westmount Partners
California
$2.14M -$103K -501 -5%
RWP
2334
Revolve Wealth Partners
New Jersey
$2.14M -$159K -785 -7%
OIS
2335
Okabena Investment Services
Minnesota
$2.14M – – –
FCFC
2336
First Citizens Financial Corp
Iowa
$2.14M -$4.65K -23 -0.2%
GWCM
2337
Godshalk Welsh Capital Management
Pennsylvania
$2.13M -$21.2K -105 -1%
MW
2338
MBL Wealth
North Carolina
$2.13M +$27.1K +134 +1%
PWM
2339
Prentice Wealth Management
New York
$2.13M -$24.7K -122 -1%
ACL
2340
Applied Capital LLC
Florida
$2.13M +$15.2K +75 +0.7%
BIA
2341
BHK Investment Advisors
Alabama
$2.13M -$93.6K -463 -4%
TIA
2342
Trust Investment Advisors
Indiana
$2.12M -$16.2K -80 -0.8%
CCWM
2343
Correct Capital Wealth Management
Missouri
$2.11M +$335K +1,654 +19%
FPWM
2344
FSB Premier Wealth Management
Iowa
$2.11M +$312K +1,542 +17%
WA
2345
Wealth Architects
California
$2.11M -$36K -178 -2%
AR
2346
Advisory Research
Illinois
$2.1M -$41.5K -205 -2%
ECP
2347
Epacria Capital Partners
Colorado
$2.1M – – –
WCBA
2348
Weaver C. Barksdale & Associates
Tennessee
$2.1M -$37.6K -186 -2%
SEP
2349
Southland Equity Partners
Missouri
$2.1M +$865K +4,277 +70%
WCM
2350
WealthBridge Capital Management
Ohio
$2.1M -$220K -1,088 -9%
92 93
94
95 96