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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 %
AWM
2501
Accel Wealth Management
Iowa
$1.75M +$137K +676 +8%
EAM
2502
Eukles Asset Management
Ohio
$1.75M +$40.9K +202 +2%
AAM
2503
AMI Asset Management
California
$1.75M -$63.9K -316 -4%
TIM
2504
Tortoise Investment Management
New York
$1.74M +$29.3K +145 +2%
FNBSF
2505
First National Bank Sioux Falls
South Dakota
$1.74M – – –
MMM
2506
Mendel Money Management
Illinois
$1.74M -$414K -2,048 -19%
GSC
2507
G&S Capital
Colorado
$1.74M -$284K -1,352 -14%
ISWM
2508
Independent Solutions Wealth Management
New York
$1.74M -$171K -847 -9%
AFG
2509
Allegheny Financial Group
Pennsylvania
$1.73M +$436K +2,157 +34%
NAMNJ
2510
NorthStar Asset Management (New Jersey)
New Jersey
$1.73M +$52.4K +259 +3%
LB
2511
Legacy Bridge
Iowa
$1.73M +$1.82K +9 +0.1%
SFS
2512
Stiles Financial Services
Minnesota
$1.73M -$9.71K -48 -0.6%
IF
2513
Intrua Financial
Texas
$1.72M -$866K -4,282 -33%
FW
2514
FullCircle Wealth
Texas
$1.72M +$1.72M +8,252 New
TT
2515
TI-Trust
Illinois
$1.72M -$135K -668 -7%
WIA
2516
Westbourne Investment Advisors
Maryland
$1.72M -$13.8K -68 -0.8%
MHWM
2517
Montz Harcus Wealth Management
Louisiana
$1.72M +$8.9K +44 +0.5%
APW
2518
Austin Private Wealth
Texas
$1.71M +$223K +1,105 +15%
WAL
2519
W Advisors LLC
Tennessee
$1.71M +$15.4K +76 +0.9%
SCM
2520
Steele Capital Management
Iowa
$1.7M +$28.1K +139 +2%
WMA
2521
Wealth Management Associates
New Jersey
$1.7M – – –
HSA
2522
Hussman Strategic Advisors
Maryland
$1.7M +$1.7M +8,400 New
MPW
2523
Monterey Private Wealth
California
$1.69M +$169K +837 +11%
PPP
2524
Private Portfolio Partners
New Jersey
$1.69M -$33.4K -165 -2%
OC
2525
Oarsman Capital
Wisconsin
$1.69M +$27.5K +136 +2%
99 100
101
102 103