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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 %
HBWM
2401
Hollow Brook Wealth Management
New York
$1.97M -$142K -700 -7%
SVCP
2402
Silicon Valley Capital Partners
California
$1.96M +$387K +1,911 +24%
AAP
2403
Arax Advisory Partners
Colorado
$1.96M +$544K +2,688 +38%
ADBIC
2404
A.D. Beadell Investment Counsel
Wisconsin
$1.96M -$310K -1,531 -14%
CIM
2405
Corda Investment Management
Texas
$1.96M +$502K +2,481 +34%
MFG
2406
Mosaic Financial Group
Illinois
$1.96M -$14.2K -70 -0.7%
GTAM
2407
Global Trust Asset Management
Florida
$1.96M -$52.6K -260 -3%
LWM
2408
Lakeridge Wealth Management
Ohio
$1.96M +$33.4K +165 +2%
TRIA
2409
Trail Ridge Investment Advisors
Colorado
$1.95M +$67.8K +335 +4%
NA
2410
Navellier & Associates
Nevada
$1.95M -$20.2K -100 -1%
SL
2411
Sentinus LLC
Illinois
$1.95M +$25.7K +127 +1%
MCM
2412
Morton Capital Management
California
$1.94M -$809 -4 -0%
MFC
2413
Morris Financial Concepts
South Carolina
$1.94M -$22.5K -111 -1%
WWP
2414
WR Wealth Planners
Missouri
$1.94M -$60.9K -301 -3%
NL
2415
Navalign LLC
California
$1.94M +$37K +183 +2%
SFWA
2416
Summit Financial Wealth Advisors
Louisiana
$1.94M +$13.6K +67 +0.7%
LWL
2417
Leo Wealth LLC
Texas
$1.94M -$166K -813 -8%
CWS
2418
Cypress Wealth Services
California
$1.93M -$68.2K -337 -3%
PC
2419
PhiloSmith Capital
Connecticut
$1.93M – – –
CSC
2420
Caldwell Sutter Capital
California
$1.93M +$105K +517 +6%
TWP
2421
Tempus Wealth Planning
California
$1.93M +$86.6K +428 +5%
YWS
2422
Yarger Wealth Strategies
Ohio
$1.93M -$119K -590 -6%
WA
2423
Wambolt & Associates
Colorado
$1.92M +$9.04K +44 +0.5%
SFM
2424
Signet Financial Management
New Jersey
$1.92M -$18.8K -93 -1%
RIM
2425
RW Investment Management
Idaho
$1.92M -$15K -74 -0.8%
95 96
97
98 99