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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
$2.99B
3
Viking Global Investors
Viking Global Investors
Connecticut
$609M
4
Capital Research Global Investors
Capital Research Global Investors
California
$4.04B
5
BlackRock
BlackRock
New York
$40.2B

Top Sellers

1
Capital International Investors
Capital International Investors
California
$7.22B
2
GA
Greenhaven Associates
New York
$1.52M
3
DZ Bank
DZ Bank
Germany
$1.87B
4
Wellington Management Group
Wellington Management Group
Massachusetts
$7.26B
5
Citadel Advisors
Citadel Advisors
Florida
$203M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECAM
3901
East Coast Asset Management
Massachusetts
$234K -$101K -500 -30%
GWA
3902
Geometric Wealth Advisors
District of Columbia
$233K – – –
KCIC
3903
Kuhn & Co Investment Counsel
Illinois
$233K -$14.2K -70 -6%
EE
3904
EWG Elevate
California
$233K +$20.2K +100 +10%
PHM
3905
Prospect Hill Management
New Jersey
$233K – – –
SCM
3906
Stonehearth Capital Management
Massachusetts
$232K +$6.47K +32 +3%
VSQM
3907
V-Square Quantitative Management
Illinois
$231K -$1.04M -5,124 -82%
SHIM
3908
Stone House Investment Management
Pennsylvania
$231K +$3.24K +16 +1%
SPA
3909
Sentinel Pension Advisors
Massachusetts
$231K -$8.9K -44 -4%
AAM
3910
Auxier Asset Management
Oregon
$230K -$5.26K -26 -2%
IW
3911
Instrumental Wealth
Florida
$230K +$9.81K +47 +4%
CIA
3912
Caerus Investment Advisors
Texas
$229K – – –
TFA
3913
TPG Financial Advisors
Oregon
$229K +$229K +1,131 New
LAM
3914
Lifestyle Asset Management
Texas
$228K -$42.3K -209 -16%
LL
3915
LPWM LLC
Minnesota
$228K +$228K +1,110 New
E3F
3916
Eight 31 Financial
Texas
$228K -$647K -3,200 -74%
RPA
3917
Rock Point Advisors
Vermont
$227K – – –
VFG
3918
Victory Financial Group
Texas
$227K +$227K +1,124 New
AC
3919
AWM Capital
Arizona
$227K +$227K +1,122 New
PFG
3920
Pinnacle Financial Group
Illinois
$226K +$226K +1,116 New
FWM
3921
FMFE Wealth Management
New York
$225K – – –
Eagle Capital Management (New York)
3922
Eagle Capital Management (New York)
New York
$224K -$1.42M -7,037 -86%
FNWA
3923
Financial Network Wealth Advisors
Utah
$224K +$5.05K +25 +2%
TH
3924
Team Hewins
California
$223K +$223K +1,103 New
PCMH
3925
Polymer Capital Management (HK)
Hong Kong
$222K +$222K +1,100 New
155 156
157
158 159