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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 %
PWW
951
Pettyjohn Wood & White
Virginia
$14.1M -$126K -624 -0.9%
PI
952
PFG Investments
New York
$14M -$81.5K -403 -0.6%
CNB
953
Camden National Bank
Maine
$14M +$2.54M +12,573 +22%
ERIM
954
Eagle Ridge Investment Management
Connecticut
$14M -$125K -620 -0.9%
SW
955
SteelPeak Wealth
California
$14M -$1.69M -8,336 -11%
HT
956
Heritage Trust
Oklahoma
$13.9M -$378K -1,868 -3%
WIA
957
World Investment Advisors
California
$13.9M +$12M +59,442 +626%
ANTB
958
AMG National Trust Bank
Colorado
$13.9M +$3.05M +15,103 +28%
LFAS
959
Level Four Advisory Services
Texas
$13.9M -$1.31M -6,489 -9%
TCM
960
Twin Capital Management
Pennsylvania
$13.9M -$1.21M -5,966 -8%
WFMPM
961
Woodley Farra Manion Portfolio Management
Indiana
$13.9M -$3.5M -17,326 -20%
AWM
962
Avitas Wealth Management
California
$13.7M +$24.9K +123 +0.2%
OCM
963
One Capital Management
California
$13.7M +$196K +969 +1%
FMWA
964
Forvis Mazars Wealth Advisors
Missouri
$13.7M -$405 -2 -0%
SIC
965
SFE Investment Counsel
California
$13.7M -$634K -3,133 -4%
GAM
966
Griffin Asset Management
New York
$13.6M +$45.1K +223 +0.3%
MAS
967
Meeder Advisory Services
Ohio
$13.6M +$3.55M +17,558 +35%
CCB
968
Country Club Bank
Missouri
$13.6M -$115K -579 -0.8%
PS
969
Principal Securities
Iowa
$13.6M +$1.27M +6,282 +10%
NGA
970
Naples Global Advisors
Florida
$13.6M -$97.7K -483 -0.7%
BOC
971
Barbara Oil Co
Illinois
$13.6M – – –
BMM
972
Buffington Mohr McNeal
Idaho
$13.5M +$387K +1,913 +3%
HFS
973
Haverford Financial Services
Pennsylvania
$13.5M -$617K -3,052 -4%
NAS
974
Nicolet Advisory Services
Wisconsin
$13.5M +$270K +1,300 +2%
BSW
975
Buckingham Strategic Wealth
Missouri
$13.5M -$106K -526 -0.8%
37 38
39
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