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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 %
RMCM
2876
Reynders McVeigh Capital Management
Massachusetts
$1.08M +$14.8K +73 +1%
GSAM
2877
Grant Street Asset Management
Pennsylvania
$1.08M – – –
SCM
2878
SKBA Capital Management
California
$1.08M -$54.6K -270 -5%
AIA
2879
Angeles Investment Advisors
California
$1.08M -$325K -1,606 -23%
APWA
2880
Atlas Private Wealth Advisors
New Jersey
$1.08M +$592K +2,924 +121%
SWP
2881
Summit Wealth Partners
Florida
$1.08M +$404 +2 +0%
OFS
2882
Oldfather Financial Services
Nebraska
$1.08M +$11.5K +57 +1%
PCM
2883
Permanent Capital Management
Illinois
$1.08M +$1.08M +3,710 New
WB
2884
West Bancorporation
Iowa
$1.07M -$12.3K -61 -1%
KWS
2885
Keystone Wealth Services
California
$1.07M +$206K +1,018 +24%
SPWG
2886
Sage Private Wealth Group
Illinois
$1.07M +$76.1K +376 +8%
GL
2887
Gerber LLC
Ohio
$1.07M +$6.07K +30 +0.6%
HA
2888
Hofer & Associates
California
$1.07M +$26.5K +131 +3%
RG
2889
Renaissance Group
Kentucky
$1.07M -$3.64K -18 -0.3%
GWP
2890
Gateway Wealth Partners
Wisconsin
$1.07M -$19.8K -98 -2%
WH
2891
Willner & Heller
California
$1.06M +$5.87K +29 +0.6%
DA
2892
Drake & Associates
Wisconsin
$1.06M +$42.9K +212 +4%
FSC
2893
Full Sail Capital
Oklahoma
$1.06M +$79.7K +394 +8%
SFC
2894
Swisher Financial Concepts
Ohio
$1.06M -$105K -501 -9%
CAM
2895
Councilmark Asset Management
Tennessee
$1.06M – – –
DMBA
2896
Deseret Mutual Benefit Administrators
Utah
$1.06M -$61.7K -305 -6%
LRIA
2897
Leonard Rickey Investment Advisors
Washington
$1.06M +$50.2K +248 +5%
BFA
2898
Buttonwood Financial Advisors
Maryland
$1.06M -$121K -596 -10%
OPW
2899
Oxler Private Wealth
New York
$1.06M +$5.46K +27 +0.5%
HS
2900
Horan Securities
United States
$1.06M +$2.43K +12 +0.2%
114 115
116
117 118