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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 %
CWM
776
Cabot Wealth Management
Massachusetts
$19.8M -$781K -3,863 -4%
YC
777
Yarbrough Capital
Tennessee
$19.8M – – –
ECG
778
Edge Capital Group
Georgia
$19.8M +$396K +1,959 +2%
TTWM
779
TCV Trust & Wealth Management
Virginia
$19.7M -$323K -1,596 -2%
NIM
780
NEOS Investment Management
Connecticut
$19.7M +$4.94M +24,416 +34%
TW
781
TritonPoint Wealth
Maryland
$19.5M -$69.2K -342 -0.4%
TSW
782
Thompson Siegel & Walmsley
Virginia
$19.5M +$2.02M +9,996 +12%
DAS
783
Dynamic Advisor Solutions
Arizona
$19.4M +$352K +1,741 +2%
TW
784
Transform Wealth
Colorado
$19.3M +$450K +2,225 +2%
FG
785
Fiduciary Group
Georgia
$19.3M -$277K -1,370 -1%
FIA
786
Foundations Investment Advisors
Arizona
$19.2M +$1.2M +5,946 +7%
FSA
787
Fort Sheridan Advisors
Illinois
$19.1M +$1.95M +9,644 +11%
BIC
788
Beach Investment Counsel
Pennsylvania
$19M -$3.25M -16,064 -15%
FNFDCM
789
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$19M -$16.4K -81 -0.1%
LIM
790
Leavell Investment Management
Alabama
$18.9M +$414K +2,045 +2%
TF
791
Talbot Financial
Washington
$18.9M +$134K +661 +0.7%
DWT
792
Dorsey & Whitney Trust
South Dakota
$18.9M +$519K +2,565 +3%
LNWWM
793
Laird Norton Wetherby Wealth Management
California
$18.9M -$324K -1,602 -2%
CCC
794
Cincinnati Casualty Company
Ohio
$18.8M – – –
CSUI
795
Cincinnati Specialty Underwriters Insurance
Ohio
$18.8M – – –
RPC
796
Rossmore Private Capital
Connecticut
$18.8M -$53.2K -263 -0.3%
NRC
797
New Republic Capital
North Carolina
$18.8M +$14.9M +73,871 +389%
TPCW
798
TD Private Client Wealth
New York
$18.8M -$256K -1,267 -1%
KRSITF
799
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$18.7M -$563K -2,782 -3%
GIA
800
GHP Investment Advisors
Colorado
$18.7M +$190K +941 +1%
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32
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