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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 %
HIA
1076
Harbor Investment Advisory
Maryland
$11M -$10.3K -64 -0.1%
CAL
1077
Capital Analysts LLC
Pennsylvania
$11M -$2.43K -12 -0%
TWM
1078
Trueblood Wealth Management
Ohio
$11M -$12.3K -61 -0.1%
FDP
1079
Financiere des Professionnels
Quebec, Canada
$11M -$1.68M -8,042 -13%
DAC
1080
Dividend Assets Capital
South Carolina
$11M +$882K +4,363 +9%
FCT
1081
Family Capital Trust
Massachusetts
$11M -$110K -546 -1%
LWCFA
1082
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$11M +$564K +2,641 +5%
HFM
1083
Hartford Financial Management
Connecticut
$10.9M -$212K -1,048 -2%
ECM
1084
Element Capital Management
New York
$10.9M +$10.9M +54,115 New
IWM
1085
IHT Wealth Management
Illinois
$10.9M +$62.5K +309 +0.6%
OMC
1086
Overbrook Management Corp
New York
$10.9M -$374K -1,848 -3%
MCP
1087
Mirador Capital Partners
California
$10.9M -$14.6K -72 -0.1%
IPW
1088
Inlet Private Wealth
Florida
$10.9M -$118K -582 -1%
PAI
1089
Pittenger & Anderson Inc
Nebraska
$10.9M +$49.4K +244 +0.5%
CAM
1090
Close Asset Management
United Kingdom
$10.9M +$765K +3,778 +8%
LTI
1091
Laffer Tengler Investments
Tennessee
$10.8M +$787K +3,889 +8%
ADL
1092
Asset Dedication LLC
California
$10.8M +$34.8K +172 +0.3%
GCA
1093
Greenwood Capital Associates
South Carolina
$10.8M -$185K -917 -2%
HB
1094
HTLF Bank
Colorado
$10.8M -$408K -2,016 -4%
CFA
1095
Capstone Financial Advisors
Illinois
$10.8M +$47.3K +234 +0.4%
PT
1096
Plimoth Trust
Massachusetts
$10.7M -$613K -3,032 -5%
BIM
1097
Baldwin Investment Management
Pennsylvania
$10.7M -$35.4K -175 -0.3%
BEAM
1098
Baker Ellis Asset Management
Washington
$10.7M -$32.4K -160 -0.3%
GIM
1099
Goelzer Investment Management
Indiana
$10.6M -$189K -936 -2%
SP
1100
Symmetry Partners
Connecticut
$10.6M -$489K -2,418 -4%
42 43
44
45 46