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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 %
AA
2451
Addison Advisors
Vermont
$1.85M +$73.6K +364 +4%
SC
2452
Savoie Capital
Illinois
$1.85M +$202 +1 +0%
FP
2453
Financial Perspectives
Minnesota
$1.85M +$1.01K +5 +0.1%
GWA
2454
GGM Wealth Advisors
Maryland
$1.84M +$7.48K +37 +0.4%
CPM
2455
Connective Portfolio Management
New York
$1.84M – – –
WW
2456
Waterfront Wealth
Kansas
$1.83M +$33K +163 +2%
HGERS
2457
Householder Group Estate & Retirement Specialist
Arizona
$1.83M +$110K +545 +6%
RWP
2458
Ridgecrest Wealth Partners
California
$1.83M +$5.06K +25 +0.3%
DL
2459
DOHJ LLC
Washington
$1.82M +$72.6K +359 +4%
NEWAS
2460
N.E.W. Advisory Services
Wisconsin
$1.82M -$50.4K -249 -3%
AC
2461
Asio Capital
Kentucky
$1.82M +$21K +104 +1%
DM
2462
Delphi Management
Massachusetts
$1.82M +$15.6K +77 +0.9%
EWS
2463
Eagle Wealth Strategies
New Jersey
$1.82M +$131K +648 +8%
PPC
2464
Park Place Capital
Alabama
$1.81M -$123K -610 -6%
TB
2465
Terril Brothers
Missouri
$1.81M -$30.3K -150 -2%
BPAMU
2466
BTG Pactual Asset Management US
New York
$1.81M +$1.81M +8,956 New
CIA
2467
Citadel Investment Advisory
Ohio
$1.81M – – –
OWG
2468
Oxford Wealth Group
Florida
$1.81M +$410K +2,027 +29%
CH
2469
Cromwell Holdings
Wyoming
$1.8M +$1.8M +8,913 New
IF
2470
IRON Financial
Illinois
$1.8M +$11.1K +55 +0.6%
BSI
2471
Bennett Selby Investments
Maine
$1.8M +$202 +1 +0%
CSB
2472
City State Bank
Iowa
$1.8M -$35.2K -174 -2%
CGA
2473
Crescent Grove Advisors
Illinois
$1.8M -$201K -995 -10%
W
2474
Wealthquest
Ohio
$1.79M -$33.6K -166 -2%
SAMT
2475
Select Asset Management & Trust
Pennsylvania
$1.79M -$14.6K -72 -0.8%
97 98
99
100 101