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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 %
RP
626
Regal Partners
Australia
$29.1M -$77.9K -385 -0.3%
MCM
627
Moore Capital Management
New York
$29M – – –
PFS
628
Prospera Financial Services
Texas
$29M +$1.43M +7,066 +5%
BCM
629
Bridgeway Capital Management
Texas
$29M -$17.3M -85,320 -37%
PCM
630
Parsons Capital Management
Rhode Island
$28.9M -$324K -1,602 -1%
SCA
631
Snowden Capital Advisors
New York
$28.8M +$28.5K +141 +0.1%
BRWA
632
B. Riley Wealth Advisors
Florida
$28.6M -$4.36M -21,563 -13%
PCM
633
Palisade Capital Management
New Jersey
$28.5M +$390K +1,926 +1%
BG
634
Bollard Group
Massachusetts
$28.5M +$169K +838 +0.6%
AWM
635
Axxcess Wealth Management
California
$28.3M -$5.51M -27,218 -16%
DMIC
636
Dixon Mitchell Investment Counsel
British Columbia, Canada
$28.1M +$646K +3,160 +2%
FFA
637
First Foundation Advisors
California
$28M -$706K -3,492 -2%
TRCT
638
Tower Research Capital (TRC)
New York
$27.9M +$3.55M +17,529 +15%
PP
639
Patten & Patten
Tennessee
$27.9M -$274K -1,353 -1%
ECM
640
Evergreen Capital Management
Washington
$27.8M +$677K +3,346 +2%
GVAG
641
Great Valley Advisor Group
Delaware
$27.7M +$1.36M +6,710 +5%
KCM
642
Kanawha Capital Management
Virginia
$27.7M +$604K +2,985 +2%
ELC
643
Edgar Lomax Company
Virginia
$27.6M -$483K -2,390 -2%
AT
644
Arvest Trust
Oklahoma
$27.5M -$1.29M -6,390 -4%
GL
645
Gemsstock Ltd
United Kingdom
$27.5M +$910K +4,500 +3%
B
646
Bailard
California
$27.5M +$405 +2 +0%
TI
647
Tidal Investments
Wisconsin
$27.3M +$6.4M +31,622 +31%
PCIA
648
Prime Capital Investment Advisors
Kansas
$27.2M -$3.24M -16,012 -11%
MC
649
Moors & Cabot
Massachusetts
$27.2M -$208K -1,027 -0.8%
DIA
650
Dana Investment Advisors
Wisconsin
$27.1M +$2.75M +13,615 +11%
24 25
26
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