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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 %
PIM
651
Penobscot Investment Management
Massachusetts
$27M +$2.24M +11,088 +9%
AHB
652
Abner Herrman & Brock
New Jersey
$26.8M -$864K -4,271 -3%
OPCM
653
Osborne Partners Capital Management
California
$26.8M -$121K -597 -0.4%
SGK
654
Steigerwald Gordon & Koch
Virginia
$26.5M +$211K +1,042 +0.8%
AFG
655
Albion Financial Group
Utah
$26.4M -$48.5K -240 -0.2%
TBA
656
Tower Bridge Advisors
Pennsylvania
$26.4M -$711K -3,517 -3%
NCM
657
Narwhal Capital Management
Georgia
$26.4M -$1.54M -7,598 -6%
AWM
658
Absher Wealth Management
North Carolina
$26.4M -$1.99M -9,861 -7%
IIM
659
INTECH Investment Management
Florida
$26.3M -$7.82M -38,676 -23%
HIP
660
HUB Investment Partners
Texas
$26.3M +$982K +4,857 +4%
TA
661
TruWealth Advisors
Louisiana
$26.2M +$329K +1,625 +1%
BCM
662
Bourgeon Capital Management
Connecticut
$26.1M +$55.4K +274 +0.2%
LCM
663
Logan Capital Management
Pennsylvania
$26.1M -$540K -2,668 -2%
AIMC
664
Alley Investment Management Company
Illinois
$26M -$867K -4,285 -3%
PA
665
Parallel Advisors
California
$25.8M +$321K +1,585 +1%
BBA
666
BLB&B Advisors
Pennsylvania
$25.7M -$137K -677 -0.5%
RAM
667
Rempart Asset Management
Canada
$25.6M -$760K -3,759 -3%
RMC
668
Resources Management Corp
Connecticut
$25.6M -$365K -1,805 -1%
FDCP
669
Foster Dykema Cabot & Partners
Massachusetts
$25.5M +$52.4K +259 +0.2%
GT
670
Greenleaf Trust
Michigan
$25.4M +$117K +580 +0.5%
NRG
671
Nemes Rush Group
Michigan
$25.4M +$225K +1,113 +0.9%
NCM
672
Noesis Capital Mangement
Florida
$25.3M +$34.2K +169 +0.1%
CA
673
Callahan Advisors
Texas
$25.3M -$1.79M -8,843 -7%
RIG
674
RiverFront Investment Group
Virginia
$25.2M +$12.9M +63,571 +104%
SRC
675
Shufro Rose & Co
New York
$25.1M -$94.9K -469 -0.4%
25 26
27
28 29