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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 %
BW
1026
Bison Wealth
Georgia
$12M – – –
DWM
1027
Dorchester Wealth Management
Quebec, Canada
$12M -$625K -3,090 -5%
NFG
1028
Nations Financial Group
Iowa
$11.9M +$434K +2,144 +4%
VM
1029
Venator Management
Pennsylvania
$11.9M -$572K -2,830 -5%
RCM
1030
Radnor Capital Management
Pennsylvania
$11.9M +$341K +1,684 +3%
GIM
1031
Generate Investment Management
New Zealand
$11.9M -$3.08M -15,252 -21%
SWC
1032
Spectrum Wealth Counsel
Indiana
$11.8M -$419K -2,071 -3%
PVI
1033
Pine Valley Investments
New Jersey
$11.8M +$226K +1,115 +2%
CB
1034
Cadence Bank
Mississippi
$11.8M -$430K -2,124 -4%
BOH
1035
Bank of Hawaii
Hawaii
$11.8M -$105K -519 -0.9%
NEAM
1036
New England Asset Management
Connecticut
$11.8M -$1.22M -6,010 -9%
HCA
1037
Harbor Capital Advisors
Illinois
$11.8M +$22K +109 +0.2%
HIP
1038
Harrell Investment Partners
Texas
$11.8M -$343K -1,697 -3%
LA
1039
Lynch & Associates
Indiana
$11.8M +$446K +2,206 +4%
GFG
1040
Greystone Financial Group
Michigan
$11.7M +$339K +1,675 +3%
MSS
1041
Mitchell Sinkler & Starr
Pennsylvania
$11.7M -$1.61M -7,695 -12%
GA
1042
GFS Advisors
Texas
$11.7M -$8.52M -24,407 -42%
MCM
1043
Mengis Capital Management
Oregon
$11.7M -$410K -2,029 -3%
PA
1044
Perennial Advisors
New York
$11.7M -$157K -776 -1%
CC
1045
Constitution Capital
Connecticut
$11.6M -$121K -599 -1%
CCMINC
1046
Cardinal Capital Management Inc (North Carolina)
North Carolina
$11.6M -$15.2K -75 -0.1%
SA
1047
SRH Advisors
Kansas
$11.6M – – –
BFS
1048
Bard Financial Services
Connecticut
$11.6M -$157K -775 -1%
HRC
1049
Hoertkorn Richard Charles
$11.6M -$655K -3,239 -5%
CJL
1050
Cyrus J. Lawrence
New York
$11.5M -$47.3K -234 -0.4%
40 41
42
43 44