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 %
NFP
2901
Narus Financial Partners
Utah
$1.06M -$15K -74 -1%
CFD
2902
Creative Financial Designs
Indiana
$1.06M +$117K +578 +12%
WDG
2903
Wealth Dimensions Group
Ohio
$1.06M -$58K -287 -5%
JWA
2904
JFS Wealth Advisors
Pennsylvania
$1.06M -$15.6K -77 -1%
Wolverine Trading
2905
Wolverine Trading
Illinois
$1.05M -$40.5M -200,045 -97%
PFT
2906
Providence First Trust
Arizona
$1.05M – – –
SFG
2907
Seamount Financial Group
Colorado
$1.05M -$19.8K -98 -2%
LA
2908
Latitude Advisors
Florida
$1.04M +$28.9K +143 +3%
SPL
2909
Smart Portfolios LLC
Washington
$1.04M +$65.7K +325 +7%
CPRC
2910
Consolidated Portfolio Review Corp
New York
$1.04M +$574K +2,837 +123%
KL
2911
KilterHowling LLC
Colorado
$1.04M +$17K +84 +2%
FRM
2912
Fox Run Management
Connecticut
$1.04M +$304K +1,505 +42%
CAM
2913
Campion Asset Management
Virginia
$1.04M -$15.2K -75 -1%
PWM
2914
Proathlete Wealth Management
Florida
$1.03M +$30.7K +152 +3%
RFS
2915
Richardson Financial Services
Massachusetts
$1.03M -$64.9K -321 -6%
SM
2916
Sciencast Management
New Jersey
$1.03M +$1.03M +5,107 New
HAM
2917
Hedges Asset Management
Nevada
$1.03M – – –
LIM
2918
Longfellow Investment Management
Massachusetts
$1.03M -$462K -2,286 -31%
AWM
2919
Aviso Wealth Management
Washington
$1.03M -$36.2K -179 -3%
HCM
2920
Hutchinson Capital Management
California
$1.03M +$607K +2,999 +143%
NED
2921
Nancy E. Dempze
$1.03M +$309K +1,530 +43%
BFAG
2922
Blackston Financial Advisory Group
Florida
$1.03M +$808K +3,997 +367%
OLVIG
2923
Oliver Lagore Vanvalin Investment Group
Michigan
$1.03M +$41.5K +205 +4%
GDP
2924
Great Diamond Partners
Maine
$1.02M -$68.4K -338 -6%
PA
2925
PFW Advisors
Georgia
$1.02M -$40.9K -202 -4%
115 116
117
118 119