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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 %
CI
2701
CAZ Investments
Texas
$1.34M – – –
CA
2702
Centerpoint Advisors
Massachusetts
$1.33M -$7.48K -37 -0.6%
CCG
2703
Coastwise Capital Group
California
$1.33M -$90.6K -448 -6%
HCP
2704
Hexagon Capital Partners
Arkansas
$1.33M +$28.1K +139 +2%
OFS
2705
Orrstown Financial Services
Pennsylvania
$1.33M +$14.8K +73 +1%
BCG
2706
BayBridge Capital Group
California
$1.33M +$22.9K +113 +2%
NPFS
2707
Novak & Powell Financial Services
Florida
$1.33M -$35.2K -174 -3%
KFS
2708
Keynote Financial Services
Connecticut
$1.32M – – –
SWM
2709
Sterling Wealth Management
Illinois
$1.32M – – –
FA
2710
Forefront Analytics
Pennsylvania
$1.32M +$662K +3,271 +101%
TA
2711
TFB Advisors
Kansas
$1.32M +$358K +1,772 +37%
CF
2712
Clarity Financial
Texas
$1.31M -$2.83K -14 -0.2%
MSWM
2713
McGlone Suttner Wealth Management
Wisconsin
$1.31M -$169K -993 -11%
EBA
2714
Eagle Bay Advisors
New York
$1.31M +$85.8K +424 +7%
LF
2715
Lantz Financial
Illinois
$1.31M -$1.42K -7 -0.1%
BFG
2716
Berger Financial Group
Minnesota
$1.31M -$1.62K -8 -0.1%
PCM
2717
Prelude Capital Management
New York
$1.31M -$82.1K -406 -6%
CAWM
2718
Capital Advisors Wealth Management
Washington
$1.3M +$296K +1,465 +29%
GCS
2719
Gordian Capital (Singapore)
Singapore
$1.3M -$87K -430 -6%
LSA
2720
Lion Street Advisors
Texas
$1.3M -$17.8K -88 -1%
KFA
2721
Kelleher Financial Advisors
New York
$1.3M -$14.4K -71 -1%
ME
2722
McIlrath & Eck
Washington
$1.3M +$32K +158 +3%
ATI
2723
ARK & TLK Investments
Oklahoma
$1.3M – – –
MAC
2724
Mason & Associates (California)
California
$1.3M +$18.4K +91 +1%
VCM
2725
Vision Capital Management
Oregon
$1.29M – – –
107 108
109
110 111