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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 %
GOCP
3001
Great Oak Capital Partners
Massachusetts
$920K -$10.5K -51 -1%
CFA
3002
CWS Financial Advisors
Michigan
$919K -$3.44K -17 -0.4%
LGG
3003
Luts & Greenleigh Group
Maryland
$918K +$918K +4,541 New
WDA
3004
Wendell David Associates
New Hampshire
$915K -$10.1K -50 -1%
WAM
3005
WNY Asset Management
New York
$915K +$134K +664 +17%
EI
3006
Ecofi Investissements
France
$913K +$913K +4,850 New
PP
3007
Patron Partners
Texas
$911K +$2.83K +14 +0.3%
ABLA
3008
Alan B. Lancz & Associates
Ohio
$911K +$911K +4,506 New
AIIMS
3009
Analyst IMS Investment Management Services
Israel
$911K +$650K +3,213 +249%
LWM
3010
Liberty Wealth Management
California
$907K +$829K +46,982 +1,069%
BCM
3011
Brown Capital Management
Maryland
$905K -$33.4K -165 -4%
AWM
3012
Activest Wealth Management
Florida
$904K +$896K +4,431 +11,976%
MJRIC
3013
Mogy Joel R Investment Counsel
California
$903K -$214K -1,058 -19%
FC
3014
FCA Corp
Texas
$902K -$2.23K -11 -0.2%
VWM
3015
Vigilare Wealth Management
Arizona
$902K +$1.42K +7 +0.2%
ECM
3016
Elgethun Capital Management
South Dakota
$901K +$405 +2 +0%
MM
3017
Meridian Management
Arkansas
$901K +$8.7K +43 +1%
TFCP
3018
Twin Focus Capital Partners
Massachusetts
$900K – – –
KBFS
3019
Kohmann Bosshard Financial Services
Ohio
$900K +$12.5K +62 +1%
CUAMC
3020
China Universal Asset Management Company
China
$900K -$296K -1,465 -25%
RCM
3021
Requisite Capital Management
Texas
$899K +$478K +2,363 +114%
LAS
3022
LWM Advisory Services
Florida
$897K -$193K -955 -18%
TFM
3023
TFC Financial Management
Massachusetts
$897K -$90K -445 -9%
EL
3024
EWA LLC
Pennsylvania
$896K +$32.6K +155 +4%
WA
3025
Wealthstream Advisors
New York
$894K -$30.5K -151 -3%
119 120
121
122 123