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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 %
UWPG
2351
Ullmann Wealth Partners Group
Florida
$2.1M +$139K +685 +7%
MFP
2352
Meridian Financial Partners
Virginia
$2.09M +$40.3K +192 +2%
CBT
2353
CoreFirst Bank & Trust
Kansas
$2.09M -$10.7K -53 -0.5%
WCM
2354
Washington Capital Management
Washington
$2.09M -$392K -1,940 -16%
TGAM
2355
TBH Global Asset Management
Tennessee
$2.09M -$268K -1,327 -11%
PWM
2356
Pinnacle Wealth Management
California
$2.09M +$79.1K +391 +4%
KIG
2357
Kowal Investment Group
Wisconsin
$2.09M +$65.3K +323 +3%
CAL
2358
Capital Advisors Ltd
Ohio
$2.09M -$33.8K -167 -2%
AFM
2359
Armstrong Fleming & Moore
District of Columbia
$2.09M – – –
TCM
2360
Towercrest Capital Management
Pennsylvania
$2.08M – – –
AF
2361
Aviso Financial
Ontario, Canada
$2.08M +$2.08M +10,297 New
BAM
2362
BOS Asset Management
Illinois
$2.08M +$1.04M +5,140 +100%
HIIFS
2363
Harel Insurance Investments & Financial Services
Israel
$2.08M -$174K -862 -8%
MPCG
2364
Matrix Private Capital Group
New York
$2.08M +$18K +89 +0.9%
EWM
2365
Elmwood Wealth Management
California
$2.08M -$83.5K -413 -4%
SIA
2366
Schear Investment Advisers
Ohio
$2.08M +$172K +851 +9%
PDL
2367
Portfolio Design Labs
California
$2.07M -$120K -592 -5%
AIA
2368
Alera Investment Advisors
Illinois
$2.06M +$421K +2,082 +26%
AGP
2369
Autumn Glory Partners
Texas
$2.06M -$23.3K -115 -1%
SRC
2370
Sage Rhino Capital
California
$2.06M +$95.3K +471 +5%
MTC
2371
Matrix Trust Company
Colorado
$2.05M +$16K +79 +0.8%
FAG
2372
Fortitude Advisory Group
Washington
$2.05M +$170K +839 +9%
VFPI
2373
Vantage Financial Partners (Illinois)
Illinois
$2.05M -$70.8K -350 -3%
GA
2374
Gateway Advisory
New Jersey
$2.05M +$119K +588 +6%
SRA
2375
Secured Retirement Advisors
Minnesota
$2.04M +$164K +809 +9%
93 94
95
96 97