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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 %
CL
3401
COWA LLC
Oklahoma
$512K – – –
JGIA
3402
Jackson Grant Investment Advisers
Connecticut
$510K -$83.5K -413 -14%
CIM
3403
Contravisory Investment Management
Massachusetts
$510K -$15.8K -78 -3%
CTC
3404
Corundum Trust Company
South Dakota
$508K +$508K +2,512 New
IDA
3405
Intelligence Driven Advisers
California
$507K +$72.8K +360 +17%
NC
3406
NovaPoint Capital
Georgia
$507K -$78.1K -386 -13%
HFS
3407
Heritage Financial Services
Massachusetts
$507K -$22.2K -110 -4%
PCM
3408
Presidio Capital Management
California
$505K +$84.9K +420 +20%
LIA
3409
Lynx Investment Advisory
District of Columbia
$505K +$505K +2,496 New
NWA
3410
Navis Wealth Advisors
New York
$504K +$30.1K +149 +6%
AL
3411
Arnhold LLC
New York
$504K – – –
GAM
3412
Garrison Asset Management
Arkansas
$504K -$3.64K -18 -0.7%
FSA
3413
Financial Security Advisor
Virginia
$502K +$1.82K +9 +0.4%
SBWIC
3414
Schaper Benz & Wise Investment Counsel
Wisconsin
$502K +$51K +252 +11%
FWI
3415
Facet Wealth Inc
Maryland
$501K +$52.5K +244 +12%
JCIA
3416
Jackson Creek Investment Advisors
Colorado
$500K -$586K -2,897 -54%
WAM
3417
Walker Asset Management
Missouri
$497K -$3.24K -16 -0.6%
PP
3418
PDT Partners
New York
$497K +$497K +2,457 New
FEG
3419
Financial Enhancement Group
Indiana
$496K -$16.2K -78 -3%
CCA
3420
Covey Capital Advisors
Georgia
$496K – – –
FF
3421
Francis Financial
$494K +$81.1K +401 +20%
MFGM
3422
Marshall Financial Group (Maryland)
Maryland
$494K +$18.8K +93 +4%
MPAM
3423
Murphy Pohlad Asset Management
Minnesota
$494K – – –
HC
3424
Hamilton Capital
Ohio
$493K -$395K -1,953 -44%
GPW
3425
Gentry Private Wealth
Kansas
$493K +$493K +2,439 New
135 136
137
138 139