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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 %
WCMN
801
Westchester Capital Management (Nebraska)
Nebraska
$18.7M -$246K -1,214 -1%
JWM
802
JGP Wealth Management
Oregon
$18.7M -$131K -650 -0.7%
BFIM
803
Beese Fulmer Investment Management
Ohio
$18.6M +$250K +1,235 +1%
CC
804
Courier Capital
New York
$18.6M -$193K -954 -1%
BCM
805
Brookstone Capital Management
Illinois
$18.6M +$598K +2,759 +3%
GC
806
Grimes & Company
Massachusetts
$18.6M -$107K -531 -0.6%
PA
807
Procyon Advisors
Connecticut
$18.5M -$224K -1,108 -1%
NMIMC
808
Northwestern Mutual Investment Management Company
Wisconsin
$18.5M -$70.4K -348 -0.4%
PAM
809
Peak Asset Management
Colorado
$18.5M -$205K -1,012 -1%
MIA
810
MainStreet Investment Advisors
Illinois
$18.4M -$808K -3,996 -4%
LNB
811
Ledyard National Bank
$18.4M -$606K -2,995 -3%
OHIS
812
Oak Harvest Investment Services
Texas
$18.4M +$620K +3,067 +3%
SHGA
813
Sand Hill Global Advisors
California
$18.4M +$628K +3,105 +4%
FMC
814
First Merchants Corp
Indiana
$18.4M +$6.02M +29,776 +49%
EWM
815
Edge Wealth Management
New York
$18.4M -$408K -2,015 -2%
CIA
816
CCM Investment Advisers
South Carolina
$18.3M -$61.9K -306 -0.3%
BIA
817
Biondo Investment Advisors
Pennsylvania
$18.2M +$140K +690 +0.8%
VW
818
Vantage Wealth
California
$18.2M +$84.9K +420 +0.5%
Assenagon Asset Management
819
Assenagon Asset Management
Luxembourg
$18.2M -$393K -1,944 -2%
AJ
820
Ashburton (Jersey)
Jersey
$18.2M +$18.2M +88,732 New
CFC
821
Cincinnati Financial Corp
Ohio
$18.2M – – –
VCA
822
Verdence Capital Advisors
Maryland
$18.2M +$41.5K +205 +0.2%
CPIG
823
Chicago Partners Investment Group
Illinois
$18.2M +$1.01M +4,677 +6%
SCM
824
Shelton Capital Management
Colorado
$18.1M -$1.12M -5,544 -6%
BBI
825
Baxter Bros Inc
Connecticut
$18.1M -$818K -4,044 -4%
31 32
33
34 35