JPM icon

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 %
ATS
2726
Ashton Thomas Securities
New York
$1.29M +$1.29M +6,216 New
PIAS
2727
PCA Investment Advisory Services
Ohio
$1.29M +$12.1K +60 +0.9%
OW
2728
Olistico Wealth
Oklahoma
$1.29M -$63.3K -313 -5%
TNA
2729
True North Advisors
Texas
$1.29M +$6.47K +32 +0.5%
IAP
2730
Indie Asset Partners
Indiana
$1.28M +$813K +4,018 +172%
OPWM
2731
Oakwell Private Wealth Management
Texas
$1.28M +$108K +533 +9%
HP
2732
Hyperion Partners
Pennsylvania
$1.28M +$12.9K +64 +1%
FOA
2733
Five Oceans Advisors
California
$1.28M +$65.9K +326 +5%
PIM
2734
Profit Investment Management
Maryland
$1.28M – – –
CCM
2735
Crew Capital Management
Ohio
$1.28M – – –
VP
2736
Verum Partners
North Carolina
$1.28M +$24.3K +120 +2%
KIA
2737
Knollwood Investment Advisory
Maryland
$1.28M +$1.28M +6,310 New
BRG
2738
Bay Rivers Group
Virginia
$1.27M +$58.7K +290 +5%
RPWA
2739
Regent Peak Wealth Advisors
Georgia
$1.27M +$4.45K +22 +0.4%
EFL
2740
ERn Financial LLC
Wisconsin
$1.27M +$110K +542 +9%
LAM
2741
LifePro Asset Management
California
$1.27M -$34K -168 -3%
GIP
2742
Greatmark Investment Partners
Georgia
$1.27M -$17.2K -85 -1%
SDWMA
2743
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.27M -$107K -530 -8%
PIC
2744
Portland Investment Counsel
Ontario, Canada
$1.26M -$10.3K -51 -0.8%
FDDB
2745
Fidelity D&D Bancorp
Pennsylvania
$1.26M -$9.3K -46 -0.7%
SC
2746
Solstein Capital
California
$1.26M +$202 +1 +0%
DIP
2747
Davis Investment Partners
North Carolina
$1.26M -$5.95K -29 -0.5%
SB
2748
Sunflower Bank
Texas
$1.26M -$114K -565 -8%
GAM
2749
Gould Asset Management
California
$1.26M – – –
SWM
2750
Shakespeare Wealth Management
Wisconsin
$1.26M +$2.23K +11 +0.2%
108 109
110
111 112