JPM icon

JPMorgan Chase
JPM

Overview Fund Activity

4,132 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, 1,715 increasing their positions, 1,799 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,132
Holders Change
+57
Holders Change %
+1.4%
% of All Funds
60.11%
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
1,715
Reduced
1,799
Closed
88
Calls
$7.24B
Puts
$9.01B
Net Calls
-$1.77B
Net Calls Change
-$913M

Top Buyers

1
Swedbank
1
Swedbank
Sweden
$858M
2
UBS AM
2
UBS AM
Illinois
$2.99B
3
Viking Global Investors
3
Viking Global Investors
Connecticut
$609M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$4.04B
5
BlackRock
5
BlackRock
New York
$40.2B

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$7.22B
2
GA
2
Greenhaven Associates
New York
$1.52M
3
DZ Bank
3
DZ Bank
Germany
$1.87B
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$7.26B
5
Citadel Advisors
5
Citadel Advisors
Florida
$203M
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
4176
Machina Capital
France
– -$1.61M -8,021 Closed
SPA
4177
Sherbrooke Park Advisers
New York
– -$1.39M -6,922 Closed
CM
4178
Caption Management
Oklahoma
– -$1.38M -6,900 Closed
MWA
4179
Monograph Wealth Advisors
California
– -$1.17M -5,823 Closed
DWA
4180
Delap Wealth Advisory
Oregon
– -$1.12M -5,595 Closed
FIA
4181
FNY Investment Advisers
New York
– -$1K -5,000 Closed
UH
4182
Unigestion Holding
Switzerland
– -$847K -4,229 Closed
WWS
4183
Wellington Wealth Strategies
Indiana
– -$714K -3,567 Closed
Walleye Trading
4184
Walleye Trading
New York
– -$686K -3,426 Closed
BWM
4185
Bulltick Wealth Management
Florida
– -$683K -3,409 Closed
BRA
4186
Bender Robert & Associates
California
– -$677K -3,381 Closed
CCIA
4187
Campbell & Co Investment Adviser
Maryland
– -$640K -3,193 Closed
MTIM
4188
Marathon Trading Investment Management
Pennsylvania
– -$572K -2,855 Closed
CSIA
4189
Charles Schwab Investment Advisory
California
– -$517K -2,580 Closed
BCM
4190
Bayesian Capital Management
New York
– -$481K -2,400 Closed
BWA
4191
Beam Wealth Advisors
Louisiana
– -$481K -2,399 Closed
MC
4192
Maverick Capital
Texas
– -$453K -2,263 Closed
PSA
4193
Plum Street Advisors
Louisiana
– -$474K -2,247 Closed
VA
4194
Verdad Advisers
Massachusetts
– -$421K -2,103 Closed
MA
4195
Mezzasalma Advisors
New Jersey
– -$416K -2,078 Closed
CCA
4196
Conestoga Capital Advisors
Pennsylvania
– -$414K -2,066 Closed
AFS
4197
Axiom Financial Strategies
Indiana
– -$405K -2,024 Closed
MWM
4198
Magnolia Wealth Management
Alabama
– -$379K -1,898 Closed
NVCHI
4199
New Vernon Capital Holdings II
New Jersey
– -$378K -1,887 Closed
WFA
4200
Websterrogers Financial Advisors
South Carolina
– -$370K -1,846 Closed
165 166 167
168
169