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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 %
CIS
926
Connors Investor Services
Pennsylvania
$14.5M -$20K -99 -0.1%
GI
927
GAMMA Investing
California
$14.5M +$3.15M +15,576 +28%
PAIM
928
Punch & Associates Investment Management
Minnesota
$14.5M +$35.6K +176 +0.2%
JAG
929
Journey Advisory Group
Kentucky
$14.4M +$199K +982 +1%
HCM
930
Hollencrest Capital Management
California
$14.4M -$26.1K -129 -0.2%
DT
931
Diversified Trust
Tennessee
$14.4M +$2.65M +13,098 +22%
SPC
932
Sigma Planning Corp
Michigan
$14.4M -$794K -3,927 -5%
WC
933
Woodstock Corp
Massachusetts
$14.4M -$27.9K -138 -0.2%
ST
934
Spinnaker Trust
Maine
$14.4M -$693K -3,428 -5%
CANY
935
Caxton Associates (New York)
New York
$14.4M +$14.4M +71,050 New
JC
936
JB Capital
Connecticut
$14.3M +$105K +517 +0.7%
SLI
937
Sumitomo Life Insurance
Japan
$14.3M +$3.86M +19,302 +37%
SCM
938
Schnieders Capital Management
California
$14.3M -$1.19M -5,883 -8%
O
939
Ossiam
France
$14.3M -$82.7K -409 -0.6%
LPT
940
Legacy Private Trust
Wisconsin
$14.3M +$32.6K +161 +0.2%
FNB
941
Farmers National Bank
Kentucky
$14.2M +$131K +649 +0.9%
VIP
942
Vantage Investment Partners
Missouri
$14.2M -$1.56M -7,707 -10%
CCG
943
Cypress Capital Group
Florida
$14.2M -$120K -594 -0.8%
CWP
944
Cyndeo Wealth Partners
Florida
$14.2M +$774K +3,827 +6%
CTC (Chicago Trading Company)
945
CTC (Chicago Trading Company)
Illinois
$14.2M +$11.4M +56,119 +400%
M2MC
946
Matthew 25 Management Corp
Pennsylvania
$14.2M -$708K -3,500 -5%
AIM
947
Artemis Investment Management
United Kingdom
$14.1M -$4.24M -20,972 -23%
SBF
948
Sara-Bay Financial
Florida
$14.1M +$1.54M +7,590 +12%
APP
949
Avantax Planning Partners
Iowa
$14.1M -$1.96M -9,682 -12%
BONST
950
Bank of Nova Scotia Trust
Ontario, Canada
$14.1M -$787K -3,893 -5%
36 37
38
39 40