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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 %
BDF
2751
Black Diamond Financial
Maryland
$1.26M +$110K +543 +10%
GC
2752
GFG Capital
Florida
$1.26M +$1.42K +7 +0.1%
IHL
2753
Investment House LLC
California
$1.25M +$170K +841 +16%
TA
2754
TrueWealth Advisors
Alabama
$1.25M -$181K -896 -13%
LI
2755
LVZ Inc
Michigan
$1.25M +$188K +931 +18%
MWPCG
2756
Measured Wealth Private Client Group
New Hampshire
$1.24M +$159K +786 +15%
SL
2757
Sentry LLC
Tennessee
$1.24M – – –
VCM
2758
Vivaldi Capital Management
Illinois
$1.24M +$72.6K +359 +6%
EW
2759
Element Wealth
Mississippi
$1.24M +$51.8K +256 +4%
CastleKeep Investment Advisors
2760
CastleKeep Investment Advisors
Connecticut
$1.24M -$4.05K -20 -0.3%
HFA
2761
High Falls Advisors
New York
$1.24M +$74.4K +368 +6%
HP
2762
Hilltop Partners
Indiana
$1.23M +$173K +855 +16%
PAG
2763
Powers Advisory Group
Illinois
$1.23M +$14.4K +71 +1%
OKSA
2764
O'Keefe Stevens Advisory
New York
$1.23M +$88.6K +438 +8%
SFM
2765
Systematic Financial Management
New Jersey
$1.23M – – –
SXL
2766
Summit X LLC
Missouri
$1.22M +$395K +1,929 +48%
MFG
2767
Menard Financial Group
Texas
$1.22M -$405 -2 -0%
BCM
2768
Barden Capital Management
Texas
$1.22M – – –
NCTC
2769
New Covenant Trust Company
Indiana
$1.22M -$47.2K -225 -4%
PS
2770
Pensionfund Sabic
Netherlands
$1.21M – – –
KC
2771
Kingfisher Capital
North Carolina
$1.21M +$5.86K +29 +0.5%
DA
2772
Denali Advisors
California
$1.21M -$20.2K -100 -2%
UOTTAIMCU
2773
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$1.21M -$4.02M -19,868 -77%
V
2774
ViaWealth
Kansas
$1.21M -$24.1K -119 -2%
ACM
2775
Ardent Capital Management
Ohio
$1.21M -$1.01M -5,016 -46%
109 110
111
112 113