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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 %
KAM
2926
KEB Asset Management
Illinois
$1.02M +$302K +1,494 +42%
LJHT
2927
Laurie J. Hall Trustee
$1.02M -$136K -675 -12%
FPGK
2928
Financial Partners Group (Kansas)
Kansas
$1.01M -$4.25K -21 -0.4%
NFG
2929
Nadler Financial Group
Illinois
$1.01M +$81.5K +403 +9%
JC
2930
JBF Capital
Colorado
$1.01M – – –
ACM
2931
AUA Capital Management
Pennsylvania
$1.01M – – –
BAM
2932
Beaumont Asset Management
Texas
$1.01M +$15.2K +75 +2%
AWMG
2933
Alliance Wealth Management Group
New Jersey
$1.01M – – –
Harris Associates
2934
Harris Associates
Illinois
$1.01M +$14K +69 +1%
THWM
2935
Taylor Hoffman Wealth Management
Virginia
$1.01M +$55.1K +268 +6%
KIG
2936
Kennedy Investment Group
New Jersey
$1M +$37K +183 +4%
WC
2937
Westhampton Capital
North Carolina
$1M +$202 +1 +0%
IPAM
2938
Investment Partners Asset Management
New Jersey
$1M -$49.4K -244 -5%
TCOTS
2939
Trust Company of the South
North Carolina
$1M +$1.21K +6 +0.1%
BIMC
2940
Benson Investment Management Company
Virginia
$1M – – –
UFF
2941
USA Financial Formulas
Michigan
$999K +$689K +3,405 +222%
AIP
2942
Almanack Investment Partners
Pennsylvania
$999K +$5.26K +26 +0.5%
CTFG
2943
Capstone Triton Financial Group
Oklahoma
$999K +$38.4K +190 +4%
APW
2944
Aurora Private Wealth
New Jersey
$997K -$193K -956 -16%
Capstone Investment Advisors
2945
Capstone Investment Advisors
New York
$997K +$686K +3,390 +220%
WF
2946
Wayfinding Financial
Washington
$995K +$15.4K +76 +2%
CFA
2947
Cahill Financial Advisors
Minnesota
$995K +$23.3K +115 +2%
SA
2948
SRN Advisors
Pennsylvania
$994K -$702K -3,470 -41%
MFG
2949
Mainsail Financial Group
Washington
$994K +$46.7K +231 +5%
DAM
2950
Doheny Asset Management
California
$992K – – –
116 117
118
119 120