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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 %
WIC
851
Woodmont Investment Counsel
Tennessee
$17.1M +$367K +1,813 +2%
ACL
852
Azora Capital LP
Florida
$17M +$5.65M +27,917 +50%
ACP
853
Aviance Capital Partners
Florida
$17M +$192K +949 +1%
NPT
854
Nixon Peabody Trust
Massachusetts
$17M -$562K -2,780 -3%
BHCM
855
Brevan Howard Capital Management
Jersey
$16.9M +$14.4M +71,019 +558%
BCM
856
BTC Capital Management
Iowa
$16.9M -$3.78M -18,674 -18%
H
857
HoyleCohen
California
$16.8M -$336K -1,663 -2%
FTC
858
Farmers Trust Company
Ohio
$16.8M -$225K -1,112 -1%
TCA
859
Transcend Capital Advisors
New Jersey
$16.8M +$566K +2,796 +3%
TCM
860
Tufton Capital Management
Maryland
$16.7M -$150K -743 -0.9%
MIC
861
Means Investment Company
Maine
$16.7M +$60.5K +299 +0.4%
MHS
862
M Holdings Securities
Oregon
$16.7M +$11.5M +56,992 +223%
PAM
863
Palisade Asset Management
Minnesota
$16.7M -$157K -778 -0.9%
CCM
864
Coldstream Capital Management
Washington
$16.6M -$713K -3,524 -4%
AWCI
865
Alpine Woods Capital Investors
New York
$16.6M +$717K +3,547 +5%
MFG
866
Merit Financial Group
Georgia
$16.6M +$1.21M +5,995 +8%
VSI
867
Verde Servicos Internacionais
Brazil
$16.5M -$1.97M -9,737 -11%
BP
868
Ballentine Partners
Massachusetts
$16.5M +$222K +1,097 +1%
BWP
869
Barlow Wealth Partners
Kentucky
$16.4M +$90.9K +436 +0.6%
USCWA
870
U.S. Capital Wealth Advisors
Texas
$16.4M -$12.3M -60,823 -43%
FFM
871
Forum Financial Management
Illinois
$16.4M -$567K -2,801 -3%
JIR
872
James Investment Research
Ohio
$16.4M -$82.9K -410 -0.5%
GG
873
Greenwood Gearhart
Arkansas
$16.4M -$112K -554 -0.7%
NEI
874
Northwest & Ethical Investments
Ontario, Canada
$16.4M -$91.6K -453 -0.6%
FFP
875
FourThought Financial Partners
Florida
$16.3M -$45.7K -226 -0.3%
33 34
35
36 37