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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 %
JPMIA
726
J.P. Marvel Investment Advisors
Massachusetts
$22.4M -$7.69K -38 -0%
DP
727
Dearborn Partners
Illinois
$22.3M -$111K -551 -0.5%
LW
728
Linscomb Wealth
Texas
$22.3M -$67.2K -332 -0.3%
NSGL
729
No Street GP LP
California
$22.2M -$18.2M -90,000 -45%
MA
730
Mutual Advisors
Nebraska
$22.2M +$435K +2,063 +2%
BFEC
731
Benjamin F. Edwards & Company
Missouri
$22.2M +$591K +2,922 +3%
FCH
732
Freestone Capital Holdings
Washington
$22.2M +$591K +2,923 +3%
SIMG
733
Sonora Investment Management Group
Arizona
$22.1M – – –
TYCC
734
Texas Yale Capital Corp
Florida
$22M -$109K -540 -0.5%
AAS
735
Annex Advisory Services
Wisconsin
$22M +$1.49M +7,359 +7%
LF
736
Longbow Finance
Switzerland
$21.8M -$1.33M -6,586 -6%
FAM
737
Fred Alger Management
New York
$21.8M -$1.85M -9,151 -8%
WTB
738
Washington Trust Bank
Washington
$21.8M -$426K -2,106 -2%
BHIA
739
Birch Hill Investment Advisors
Massachusetts
$21.8M -$220K -1,090 -1%
CTA
740
Colonial Trust Advisors
South Carolina
$21.7M +$139K +687 +0.6%
GIM
741
Grassi Investment Management
California
$21.7M -$161K -797 -0.7%
SGAM
742
Smith Group Asset Management
Texas
$21.6M -$9.82M -48,538 -31%
PCA
743
Pallas Capital Advisors
Massachusetts
$21.5M +$619K +2,947 +3%
SHFA
744
SS&H Financial Advisors
Michigan
$21.5M +$101K +500 +0.5%
M
745
MOTCO
Texas
$21.4M -$123K -609 -0.6%
IEFM
746
IQ EQ Fund Management
Ireland
$21.4M -$41.5K -205 -0.2%
ACH
747
ArrowMark Colorado Holdings
Colorado
$21.3M -$2.89M -14,300 -12%
WB
748
Webster Bank
Connecticut
$21.3M -$364K -1,800 -2%
FA
749
Fiduciary Alliance
South Carolina
$21.3M +$413K +1,976 +2%
RCP
750
Rothschild Capital Partners
New York
$21.1M – – –
28 29
30
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