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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 %
TF
2551
TLWM Financial
Texas
$1.63M -$7.08K -35 -0.4%
ACM
2552
Accent Capital Management
Ohio
$1.63M +$202 +1 +0%
PG
2553
Proffitt & Goodson
Tennessee
$1.63M -$13.1K -65 -0.8%
RL
2554
Rogco LP
Oklahoma
$1.63M -$9.51K -47 -0.6%
AFG
2555
ABLE Financial Group
Arizona
$1.62M +$370K +1,828 +30%
AC
2556
ASB Consultores
Florida
$1.62M -$723K -3,573 -31%
OBGC
2557
O'Brien Greene & Co
Pennsylvania
$1.62M +$189K +936 +13%
CA
2558
Crewe Advisors
Utah
$1.62M -$200K -989 -11%
GCM
2559
GoodHaven Capital Management
New Jersey
$1.62M – – –
KFSC
2560
Keystone Financial Services (Colorado)
Colorado
$1.62M +$67.6K +334 +4%
PWP
2561
Pursue Wealth Partners
California
$1.61M +$101K +500 +7%
SR
2562
Syntax Research
Florida
$1.61M -$47.7K -236 -3%
GA
2563
Geller Advisors
New York
$1.61M +$133K +658 +9%
CCA
2564
Cora Capital Advisors
New Jersey
$1.61M -$18.2K -90 -1%
KWM
2565
Kolinsky Wealth Management
New Jersey
$1.6M +$46.1K +228 +3%
CPC
2566
Cookson Peirce & Co
Pennsylvania
$1.6M +$288K +1,425 +22%
TC
2567
Trust Company
Kansas
$1.6M +$256K +1,264 +19%
TFP
2568
Tilia Fiduciary Partners
North Carolina
$1.6M -$39.2K -194 -2%
EM
2569
ELCO Management
New York
$1.59M -$33.8K -167 -2%
HI
2570
Hendershot Investments
Virginia
$1.59M -$94.1K -465 -6%
MAM
2571
Milestone Asset Management
Pennsylvania
$1.59M +$767K +3,793 +93%
TWM
2572
Thrive Wealth Management
Pennsylvania
$1.58M -$7.08K -35 -0.4%
IA
2573
IFG Advisors
Missouri
$1.58M +$36.2K +179 +2%
MWP
2574
Madison Wealth Partners
Wisconsin
$1.58M +$30.1K +149 +2%
AA
2575
Alta Advisers
United Kingdom
$1.58M +$40.5K +200 +3%
101 102
103
104 105