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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 %
OL
2601
OneFund LLC
Florida
$1.53M +$14K +69 +0.9%
QIM
2602
Quest Investment Management
Oregon
$1.53M +$1.29M +6,386 +546%
NWM
2603
Northwest Wealth Management
Iowa
$1.53M +$7.48K +37 +0.5%
UF
2604
Univest Financial
Pennsylvania
$1.52M -$58K -287 -4%
WG
2605
Wealth Group
North Carolina
$1.52M -$5.26K -26 -0.3%
HWP
2606
Highline Wealth Partners
California
$1.52M +$55.4K +274 +4%
ACM
2607
Armbruster Capital Management
New York
$1.52M +$65.5K +324 +5%
FCA
2608
Fortis Capital Advisors
Kansas
$1.52M +$101K +500 +7%
GA
2609
Greenhaven Associates
New York
$1.52M -$934M -4,618,884 -100%
TC
2610
Trilogy Capital
California
$1.52M +$955K +4,722 +170%
AWM
2611
AllSquare Wealth Management
New York
$1.52M +$32.8K +162 +2%
CICI
2612
Capital Investment Counsel Inc
North Carolina
$1.51M +$10.1K +50 +0.7%
SHFA
2613
SC&H Financial Advisors
Maryland
$1.51M +$36.2K +179 +2%
GFA
2614
Gallagher Fiduciary Advisors
Illinois
$1.51M +$163K +804 +12%
HG
2615
Herbst Group
Connecticut
$1.51M -$162K -800 -10%
AAIM
2616
Asset Advisors Investment Management
Georgia
$1.51M +$1.51M +7,457 New
GWM
2617
Gray Wealth Management
Maine
$1.51M +$95.7K +473 +7%
CP
2618
Covenant Partners
Tennessee
$1.51M – – –
EWS
2619
Evergreen Wealth Solutions
Pennsylvania
$1.51M -$251K -1,239 -14%
AF
2620
Affiance Financial
Minnesota
$1.51M +$60.7K +300 +4%
RFG
2621
RFP Financial Group
Georgia
$1.5M -$96.9K -479 -6%
FFO
2622
Fortitude Family Office
Arizona
$1.5M +$309K +1,527 +26%
OIM
2623
Orca Investment Management
Oregon
$1.5M +$4.25K +21 +0.3%
VC
2624
Veracity Capital
Georgia
$1.5M -$122K -603 -8%
DCM
2625
Driehaus Capital Management
Illinois
$1.49M +$173K +854 +13%
103 104
105
106 107