JPM icon

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 %
PMAM
876
Picton Mahoney Asset Management
Ontario, Canada
$16.3M -$1.67M -8,273 -9%
CCFCSB
877
Cape Cod Five Cents Savings Bank
Massachusetts
$16.3M -$869K -4,296 -5%
NC
878
NewSquare Capital
Pennsylvania
$16.2M +$954K +4,757 +6%
WIC
879
Willis Investment Counsel
Georgia
$16.2M – – –
PNAA
880
Pictet North America Advisors
Switzerland
$16.2M +$636K +3,142 +4%
UAS
881
United Asset Strategies
New York
$16.2M -$2.91M -14,399 -15%
GAI
882
General American Investors
New York
$16.2M – – –
AP
883
Archon Partners
New Jersey
$16.2M – – –
GAB
884
German American Bancorp
Indiana
$16.2M +$307K +1,519 +2%
WCM
885
Whitener Capital Management
North Carolina
$16.1M +$463K +2,288 +3%
WF
886
WoodTrust Financial
Wisconsin
$16M +$10.9K +54 +0.1%
AAM
887
Advisors Asset Management
Colorado
$15.9M -$272K -1,347 -2%
KWMG
888
King Wealth Management Group
Florida
$15.9M +$28.9K +143 +0.2%
SFS
889
Sowell Financial Services
Arkansas
$15.8M -$1,000K -4,944 -6%
CB
890
Community Bank
New York
$15.8M -$150K -740 -0.9%
TF
891
Tompkins Financial
New York
$15.7M -$255K -1,259 -2%
JWBC
892
J.W. Burns & Co
New York
$15.6M -$809 -4 -0%
BFM
893
Boston Financial Management
Massachusetts
$15.6M +$405K +2,003 +3%
ISB
894
Iowa State Bank
Iowa
$15.5M +$157K +778 +1%
CWM
895
Circle Wealth Management
New Jersey
$15.5M -$443K -2,189 -3%
ATPW
896
Ashton Thomas Private Wealth
Arizona
$15.5M +$94.3K +466 +0.6%
NSAM
897
North Star Asset Management
Wisconsin
$15.5M +$14.8K +73 +0.1%
SWM
898
Stockman Wealth Management
Montana
$15.5M -$312K -1,543 -2%
GI
899
GLOBALT Investments
Georgia
$15.4M -$205K -1,015 -1%
HVIA
900
Hudson Valley Investment Advisors
New York
$15.4M +$202K +1,172 +1%
34 35
36
37 38