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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 %
ET
1051
Equitable Trust
Tennessee
$11.5M +$445K +2,200 +4%
III
1052
Independent Investors Inc
New York
$11.5M – – –
SAM
1053
Strategy Asset Managers
California
$11.5M +$1.15M +7,929 +11%
MWM
1054
Mission Wealth Management
California
$11.5M +$494K +2,443 +4%
SIC
1055
Sigma Investment Counselors
Michigan
$11.4M +$28.7K +142 +0.3%
MRCM
1056
M&R Capital Management
New Jersey
$11.4M +$46.5K +230 +0.4%
FB
1057
Fulton Bank
Pennsylvania
$11.4M +$620K +3,067 +6%
MWA
1058
Meridian Wealth Advisors
Texas
$11.4M +$265K +1,311 +2%
CCP
1059
Clough Capital Partners
Massachusetts
$11.4M – – –
PIM
1060
Plato Investment Management
Australia
$11.4M +$561K +2,776 +5%
NLP
1061
Next Level Private
New York
$11.4M -$765K -3,781 -6%
SVWAG
1062
Sound View Wealth Advisors Group
Georgia
$11.4M -$55.8K -276 -0.5%
BAM
1063
Boyar Asset Management
New York
$11.3M -$412K -2,039 -4%
MPM
1064
Meritage Portfolio Management
Kansas
$11.3M -$145K -716 -1%
VI
1065
Vestcor Inc
New Brunswick, Canada
$11.2M +$127K +626 +1%
CPC
1066
Consolidated Planning Corp
Georgia
$11.2M +$459K +2,269 +4%
FRA
1067
Frank Rimerman Advisors
California
$11.2M +$9.9M +48,930 +743%
BSC
1068
Brown Shipley & Co
United Kingdom
$11.2M -$1.01M -5,016 -8%
TIM
1069
Thompson Investment Management
Wisconsin
$11.2M -$1.68M -8,294 -13%
XWM
1070
Xcel Wealth Management
Florida
$11.2M -$1.23M -6,085 -10%
ECM
1071
EagleClaw Capital Management
Massachusetts
$11.2M -$80.9K -400 -0.7%
WAP
1072
Wealthcare Advisory Partners
Pennsylvania
$11.2M +$852K +4,213 +8%
NP
1073
NorthRock Partners
Minnesota
$11.1M +$235K +1,240 +2%
EWM
1074
Executive Wealth Management
Michigan
$11.1M +$188K +930 +2%
SFM
1075
Soros Fund Management
New York
$11M +$4.07M +20,100 +58%
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