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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 %
LWCA
1001
Locust Wood Capital Advisers
New York
$12.5M -$47.5M -234,907 -79%
CBOR
1002
Community Bank of Raymore
Missouri
$12.5M -$2.5M -12,360 -17%
IPW
1003
Invictus Private Wealth
Colorado
$12.5M -$266K -1,316 -2%
PI
1004
Pettee Investors
Connecticut
$12.5M -$185K -913 -1%
PGAM
1005
Princeton Global Asset Management
New Jersey
$12.4M +$637K +3,151 +5%
MCM
1006
Mitchell Capital Management
Kansas
$12.4M +$534K +2,639 +4%
CAM
1007
Cypress Asset Management
Texas
$12.4M -$177K -853 -1%
JFGIW
1008
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$12.3M +$5.53M +27,335 +81%
NSEDCP
1009
NJ State Employees Deferred Compensation Plan
New Jersey
$12.3M -$2.79M -13,800 -18%
MCM
1010
Maltese Capital Management
New York
$12.3M +$3.7M +18,300 +43%
HBT
1011
Hills Bank & Trust
Iowa
$12.3M -$315K -1,557 -2%
RFM
1012
Royal Fund Management
Florida
$12.3M -$534K -2,624 -4%
ZIG
1013
Zuckerman Investment Group
Illinois
$12.2M -$8.09K -40 -0.1%
SC
1014
Stolper & Co
Oklahoma
$12.2M +$51.6K +255 +0.4%
LWANC
1015
Laurel Wealth Advisors (North Carolina)
North Carolina
$12.2M -$615K -3,039 -5%
GAM
1016
Gotham Asset Management
New York
$12.2M +$175K +866 +1%
SCM
1017
Stevens Capital Management
Pennsylvania
$12.2M -$5.57M -27,561 -31%
SCP
1018
Shorepoint Capital Partners
Massachusetts
$12.1M +$111K +547 +0.9%
NM
1019
NWI Management
New York
$12.1M – – –
AIM
1020
Access Investment Management
Georgia
$12.1M – – –
AW
1021
Atlas Wealth
Ohio
$12.1M +$6M +28,773 +98%
CWG
1022
Cornerstone Wealth Group
North Carolina
$12.1M +$76.1K +376 +0.6%
MGIA
1023
Moneta Group Investment Advisors
Missouri
$12M +$556K +2,749 +5%
RC
1024
Roundview Capital
New Jersey
$12M -$27.9K -138 -0.2%
CC
1025
Chicago Capital
Illinois
$12M +$657K +3,249 +6%
39 40
41
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