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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 %
IP
2376
Ignite Planners
California
$2.04M +$2.46K +12 +0.1%
CFS
2377
CRA Financial Services
New Jersey
$2.04M -$27.5K -136 -1%
FWM
2378
Focused Wealth Management
New York
$2.03M -$15.6K -77 -0.8%
RCM
2379
Raleigh Capital Management
North Carolina
$2.02M -$102K -506 -5%
LF
2380
Lee Financial
Texas
$2.02M +$425K +2,101 +27%
AF
2381
Apexium Financial
Texas
$2.02M +$50.4K +249 +3%
MAM
2382
MWA Asset Management
Massachusetts
$2.02M -$4.25K -21 -0.2%
BC
2383
Barrett & Company
Rhode Island
$2.02M -$8.5K -42 -0.4%
PWM
2384
Palumbo Wealth Management
New York
$2.02M -$37.8K -187 -2%
CG
2385
CFO4Life Group
Texas
$2.01M -$19.6K -97 -1%
PWM
2386
Paulson Wealth Management
Illinois
$2.01M -$16.2K -80 -0.8%
BWP
2387
Balboa Wealth Partners
Arizona
$2.01M +$304K +1,503 +18%
DWM
2388
Drive Wealth Management
Utah
$2M +$1.21K +6 +0.1%
MCI
2389
MRP Capital Investments
Georgia
$2M -$398K -1,968 -17%
HAM
2390
Harmony Asset Management
Arizona
$2M -$251K -1,243 -11%
GM
2391
Granger Management
New York
$1.99M +$533K +2,637 +37%
SI
2392
Saxon Interests
Texas
$1.99M +$41.5K +205 +2%
VAS
2393
Vestmark Advisory Solutions
Massachusetts
$1.99M +$446K +2,203 +29%
LF
2394
LifeSteps Financial
California
$1.98M -$44.1K -218 -2%
JFA
2395
JNBA Financial Advisors
Minnesota
$1.98M -$123K -606 -6%
CBA
2396
Coastal Bridge Advisors
Connecticut
$1.98M +$58.3K +288 +3%
SIG
2397
Sky Investment Group
Connecticut
$1.98M +$7.89K +39 +0.4%
BFA
2398
Beacon Financial Advisory
Ohio
$1.97M +$365K +1,805 +23%
RSVP
2399
Ramsay Stattman Vela & Price
Colorado
$1.97M – – –
SSWM
2400
Strait & Sound Wealth Management
California
$1.97M -$52.6K -260 -3%
94 95
96
97 98