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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 %
AWS
2476
Aspen Wealth Strategies
Colorado
$1.79M -$10.8K -50 -0.6%
GCC
2477
Game Creek Capital
Massachusetts
$1.79M – – –
CWM
2478
Cranbrook Wealth Management
Michigan
$1.79M +$958K +4,735 +115%
FNBTCON
2479
First National Bank & Trust Co of Newtown
Pennsylvania
$1.79M +$30.3K +150 +2%
GCM
2480
Gladius Capital Management
Illinois
$1.78M +$1.52M +7,501 +567%
DWM
2481
Defined Wealth Management
Oregon
$1.78M +$12.9K +64 +0.7%
UAML
2482
US Asset Management LLC
Pennsylvania
$1.78M -$72.8K -360 -4%
AFP
2483
Ausdal Financial Partners
Iowa
$1.78M -$45.7K -226 -3%
STAS
2484
Strong Tower Advisory Services
Minnesota
$1.78M +$454K +2,247 +34%
HFAS
2485
Hummer Financial Advisory Services
Illinois
$1.78M -$18.8K -93 -1%
TCB
2486
Texas Capital Bancshares
Texas
$1.77M -$161K -795 -8%
OAM
2487
Ostrum Asset Management
France
$1.77M +$80.9K +400 +5%
MCM
2488
Mendel Capital Management
Arkansas
$1.77M -$19K -94 -1%
RB
2489
Rodgers Brothers
Pennsylvania
$1.77M +$50.6K +250 +3%
MKC
2490
M. Kraus & Co
Vermont
$1.77M +$30.3K +150 +2%
GWP
2491
Gen-Wealth Partners
Michigan
$1.77M +$14.4K +71 +0.8%
SIC
2492
Samalin Investment Counsel
New York
$1.77M -$49.6K -245 -3%
DBG
2493
De Burlo Group
Massachusetts
$1.77M -$174K -860 -9%
MWM
2494
Mittelman Wealth Management
Massachusetts
$1.77M -$28.3K -140 -2%
AFA
2495
AA Financial Advisors
Ohio
$1.77M -$92K -455 -5%
PWP
2496
Precedent Wealth Partners
Texas
$1.76M +$68.2K +337 +4%
PCG
2497
PFC Capital Group
California
$1.76M – – –
FVWA
2498
Foster Victor Wealth Advisors
South Carolina
$1.76M +$128K +599 +8%
PA
2499
Prossimo Advisors
California
$1.76M +$9.1K +45 +0.5%
RCM
2500
RMR Capital Management
California
$1.76M – – –
98 99
100
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