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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 %
PS
3451
Planned Solutions
California
$474K – – –
ITFISA
3452
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$474K -$5.06K -25 -1%
WBCM
3453
Wilson & Boucher Capital Management
California
$473K – – –
CFG
3454
Clayton Financial Group
Missouri
$472K – – –
TC
3455
Tacita Capital
Ontario, Canada
$472K – – –
WW
3456
Westshore Wealth
California
$470K -$2.23K -11 -0.5%
BAMG
3457
Brand Asset Management Group
Missouri
$470K +$251K +1,243 +115%
STB
3458
S&T Bank
Pennsylvania
$469K -$29.5K -146 -6%
TCOO
3459
Trust Company of Oklahoma
Oklahoma
$469K -$8.9K -44 -2%
OTPPB
3460
Ontario Teachers' Pension Plan Board
Ontario, Canada
$468K -$367K -1,815 -44%
LIM
3461
Lathrop Investment Management
Arkansas
$468K -$10.1K -50 -2%
CA
3462
CapWealth Advisors
Tennessee
$466K +$10.1K +50 +2%
BPWM
3463
Black Point Wealth Management
Florida
$463K +$463K +2,288 New
ONSWM
3464
Old North State Wealth Management
North Carolina
$462K +$47.8K +236 +12%
TC
3465
Truvestments Capital
Florida
$462K +$11.9K +59 +3%
VPP
3466
Vertex Planning Partners
Illinois
$461K +$49.1K +243 +12%
SNBOSCI
3467
Security National Bank of Sioux City Iowa
Iowa
$460K – – –
CMBA
3468
C.M. Bidwell & Associates
Hawaii
$460K -$202 -1 -0%
KC
3469
Kinloch Capital
Virginia
$459K +$55.6K +275 +14%
RAS
3470
RPS Advisory Solutions
Kentucky
$458K +$458K +2,266 New
IVP
3471
Intrinsic Value Partners
Arizona
$457K – – –
CNWM
3472
Clay Northam Wealth Management
California
$457K – – –
WA
3473
Waterford Advisors
New York
$457K +$20.2K +100 +5%
KDA
3474
Kraft Davis & Associates
Missouri
$456K +$456K +2,148 New
MFGP
3475
Marshall Financial Group (Pennsylvania)
Pennsylvania
$455K +$2.63K +13 +0.6%
137 138
139
140 141