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 %
PAA
2801
Peregrine Asset Advisers
Oregon
$1.17M – – –
WA
2802
WealthTrust Axiom
Pennsylvania
$1.17M +$53.2K +263 +5%
CG
2803
Clifford Group
Massachusetts
$1.17M -$20K -99 -2%
PFG
2804
Prosperity Financial Group
California
$1.17M +$809 +4 +0.1%
SPWG
2805
Syntegra Private Wealth Group
Missouri
$1.17M +$360K +1,779 +45%
GCM
2806
Galibier Capital Management
Ontario, Canada
$1.17M – – –
MTC
2807
McDaniel Terry & Co
Texas
$1.17M -$70.6K -349 -6%
EBSAM
2808
Eubel Brady & Suttman Asset Management
Ohio
$1.17M +$127K +627 +12%
FFA
2809
Fi3 Financial Advisors
Indiana
$1.16M -$9.3K -46 -0.8%
CF
2810
Copperwynd Financial
Arizona
$1.16M +$38.1K +179 +3%
CCA
2811
Cravens & Co Advisors
Tennessee
$1.16M -$55.6K -275 -5%
SOS
2812
Silver Oak Securities
Tennessee
$1.16M +$8.49K +42 +0.7%
SWM
2813
Sendero Wealth Management
Texas
$1.16M -$111K -549 -9%
CIG
2814
Cascade Investment Group
Colorado
$1.15M -$150K -741 -11%
LAI
2815
Legal Advantage Investments
California
$1.15M – – –
DWM
2816
Dechtman Wealth Management
Colorado
$1.15M +$6.27K +31 +0.5%
GITFIT
2817
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.15M – – –
VI
2818
Versor Investments
New York
$1.15M +$1.15M +5,700 New
ACP
2819
Aveo Capital Partners
Colorado
$1.15M -$38K -188 -3%
PCMC
2820
Private Capital Management (Colorado)
Colorado
$1.15M +$32.4K +160 +3%
GPWA
2821
Great Point Wealth Advisors
Massachusetts
$1.15M +$9.71K +48 +0.9%
SFG
2822
Sunburst Financial Group
Alabama
$1.14M +$54.2K +268 +5%
NC
2823
Napatree Capital
Rhode Island
$1.14M +$42.7K +211 +4%
DOA
2824
D'Orazio & Associates
Virginia
$1.14M +$59.9K +296 +6%
BWA
2825
Brave Warrior Advisors
New York
$1.14M -$262M -1,292,985 -100%
111 112
113
114 115