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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 %
CG
901
Caprock Group
Idaho
$15.4M +$7.7M +38,047 +100%
SFI
902
Siemens Fonds Invest
Germany
$15.3M -$15.6K -77 -0.1%
TCM
903
Telos Capital Management
California
$15.3M +$115K +569 +0.8%
IAN
904
Integrated Advisors Network
Texas
$15.2M -$654K -3,232 -4%
FTWA
905
Fifth Third Wealth Advisors
Ohio
$15.2M +$6.35M +31,397 +72%
S
906
SignatureFD
Georgia
$15.1M +$590K +2,916 +4%
EFS
907
Essex Financial Services
Connecticut
$15M +$2.83M +13,849 +23%
AG
908
AIA Group
Hong Kong
$15M +$977K +4,830 +7%
SWIG
909
Strategic Wealth Investment Group
Kentucky
$15M +$15M +72,868 New
SF
910
Summit Financial
New Jersey
$15M +$7.08M +34,990 +90%
WANY
911
Wealthspire Advisors (New York)
New York
$14.9M +$4.52M +22,350 +43%
GH
912
GAM Holding
Switzerland
$14.9M +$1M +4,952 +7%
TMAM
913
Tokio Marine Asset Management
Japan
$14.9M +$528K +2,610 +4%
WAM
914
Winslow Asset Management
Ohio
$14.8M -$837K -4,136 -5%
STA
915
Summit Trail Advisors
New York
$14.7M +$5.94M +29,392 +68%
AIA
916
Allied Investment Advisors
Montana
$14.7M -$209K -1,032 -1%
GWM
917
GDS Wealth Management
Texas
$14.7M +$1.23M +6,062 +9%
CK
918
Cohen Klingenstein
New York
$14.7M – – –
1SB
919
1ST Source Bank
Indiana
$14.7M -$199K -986 -1%
GRP
920
Global Retirement Partners
California
$14.7M +$1.97M +9,763 +16%
NG
921
NatWest Group
United Kingdom
$14.7M +$941K +4,650 +7%
CM
922
Castleark Management
Illinois
$14.6M – – –
VAS
923
Valicenti Advisory Services
New York
$14.6M -$766K -3,785 -5%
RWM
924
Ritholtz Wealth Management
New York
$14.6M +$75.6K +374 +0.5%
ERIC
925
Eagle Rock Investment Company
Georgia
$14.6M -$1.01M -4,976 -6%
35 36
37
38 39