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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 %
PVM
2676
Palogic Value Management
Texas
$1.38M – – –
FG
2677
Foster Group
Iowa
$1.38M +$81.9K +405 +6%
HCP
2678
Hardin Capital Partners
South Carolina
$1.38M +$1.38M +6,813 New
WCA
2679
Waypoint Capital Advisors
Minnesota
$1.38M +$35K +173 +3%
MIC
2680
Meridian Investment Counsel
California
$1.38M +$292K +1,443 +27%
VCM
2681
Viewpoint Capital Management
Washington
$1.38M – – –
HFM
2682
Harvest Fund Management
China
$1.38M -$171K -843 -11%
CAM
2683
Costello Asset Management
Pennsylvania
$1.38M -$30.3K -150 -2%
WWC
2684
Waypoint Wealth Counsel
Georgia
$1.38M +$3.24K +16 +0.2%
WC
2685
Winmill & Co
New York
$1.38M – – –
PSFG
2686
Prairie Sky Financial Group
Illinois
$1.37M – – –
RW
2687
REDW Wealth
New Mexico
$1.37M -$9.3K -46 -0.7%
PWM
2688
PBMares Wealth Management
Virginia
$1.37M +$26.7K +132 +2%
NCM
2689
Northside Capital Management
Oregon
$1.37M +$10.1K +50 +0.7%
CWP
2690
Core Wealth Partners
California
$1.36M +$123K +608 +10%
BIA
2691
Beacon Investment Advisors
Maryland
$1.36M +$912K +4,509 +205%
SCP
2692
Sivia Capital Partners
California
$1.36M -$321K -1,589 -19%
FBB
2693
Fulton Breakefield Broenniman
Maryland
$1.35M -$26.3K -130 -2%
AWA
2694
Aletheian Wealth Advisors
Washington
$1.35M -$48.9K -242 -3%
MAM
2695
McLean Asset Management
Virginia
$1.35M +$26.8K +129 +2%
SFS
2696
Symphony Financial Services
Ohio
$1.35M +$1.35M +6,575 New
APF
2697
Alaska Permanent Fund
Alaska
$1.35M -$1.45M -6,832 -52%
HWA
2698
HHM Wealth Advisors
Tennessee
$1.34M +$62.1K +307 +5%
DPIM
2699
Duff & Phelps Investment Management
Illinois
$1.34M -$5.4M -26,721 -80%
PFA
2700
Pathway Financial Advisors
Vermont
$1.34M – – –
106 107
108
109 110