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JPMorgan Chase
JPM

Overview Fund Activity

4,133 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, 1,716 increasing their positions, 1,799 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,133
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
1,716
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 %
SCM
3776
Sebold Capital Management
Illinois
$288K -$17K -84 -6%
LAM
3777
Lountzis Asset Management
Pennsylvania
$286K – – –
MW
3778
Members Wealth
Pennsylvania
$286K +$286K +1,012 New
IA
3779
IMZ Advisory
Florida
$285K +$1.82K +9 +0.6%
AFS
3780
Annapolis Financial Services
Maryland
$285K +$405 +2 +0.1%
VAM
3781
Verity Asset Management
North Carolina
$284K -$809 -4 -0.3%
NMM
3782
Naples Money Management
Florida
$284K – – –
PWA
3783
Physician Wealth Advisors
Utah
$283K – – –
AL
3784
ACAS LLC
California
$283K -$28.5K -134 -9%
ETIA
3785
Epic Trust Investment Advisors
Washington
$283K +$33.2K +164 +13%
SIM
3786
Sterling Investment Management
Arizona
$283K – – –
MAM
3787
Mainsail Asset Management
Alabama
$282K – – –
PVAMC
3788
PPS&V Asset Management Consultants
Michigan
$281K +$202 +1 +0.1%
NCMW
3789
Northern Capital Management (Washington)
Washington
$280K -$2.83K -14 -1%
SA
3790
Sicart Associates
New York
$280K – – –
B
3791
Bensler
Washington
$280K +$607 +3 +0.2%
BPCA
3792
Bank Pictet & Cie (Asia)
Singapore
$279K – – –
QCIG
3793
Quad-Cities Investment Group
Iowa
$279K +$202 +1 +0.1%
TW
3794
Towerpoint Wealth
California
$279K +$49.8K +246 +22%
AWM
3795
Avondale Wealth Management
Texas
$278K – – –
SCA
3796
Southern Capital Advisors
Tennessee
$278K -$12.5K -62 -4%
RK
3797
Rather & Kittrell
Tennessee
$277K -$4.05K -20 -1%
YWM
3798
Yoder Wealth Management
California
$277K -$3.64K -18 -1%
KFP
3799
Keystone Financial Planning
Ohio
$276K – – –
ACA
3800
Ascension Capital Advisors
Texas
$276K – – –
150 151
152
153 154