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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 %
MC
1101
Miramar Capital
Illinois
$10.6M -$149K -738 -1%
AC
1102
Addenda Capital
Quebec, Canada
$10.6M -$1.36M -6,723 -11%
CIC
1103
Cutler Investment Counsel
Oregon
$10.6M -$32.2K -159 -0.3%
GLLW
1104
Graves Light Lenhart Wealth
Virginia
$10.6M -$1.23K -6 -0%
AA
1105
Apriem Advisors
California
$10.5M -$829K -4,101 -7%
NC
1106
NBW Capital
Massachusetts
$10.5M -$50.8K -251 -0.5%
CWM
1107
Compass Wealth Management
Connecticut
$10.5M -$74K -366 -0.7%
FC
1108
Fulcrum Capital
Washington
$10.5M -$210K -1,036 -2%
AFG
1109
Atomi Financial Group
New York
$10.5M +$1.34M +6,636 +15%
AWP
1110
Ascent Wealth Partners
New York
$10.4M -$102K -503 -1%
AG
1111
Ascent Group
Virginia
$10.4M +$596K +2,948 +6%
KLCM
1112
KG&L Capital Management
Louisiana
$10.4M -$155K -771 -1%
OCAM
1113
Onex Canada Asset Management
Ontario, Canada
$10.4M -$120K -591 -1%
RWM
1114
Rench Wealth Management
Texas
$10.4M -$326K -1,610 -3%
EAMA
1115
EFG Asset Management (Americas)
Florida
$10.4M +$4.11M +20,311 +66%
JPWM
1116
Jamison Private Wealth Management
Georgia
$10.4M +$205K +1,012 +2%
PAMG
1117
Patton Albertson Miller Group
Tennessee
$10.3M +$417K +2,061 +4%
ACGA
1118
Atlanta Consulting Group Advisors
Georgia
$10.3M -$55.4K -274 -0.5%
GWM
1119
Geneos Wealth Management
Colorado
$10.3M +$768K +3,797 +8%
PGIM
1120
Pacific Global Investment Management
California
$10.3M -$8.5K -42 -0.1%
PTB
1121
Pioneer Trust Bank
Oregon
$10.3M -$1.06M -5,224 -9%
BCA
1122
Bray Capital Advisors
Florida
$10.3M -$211K -1,041 -2%
HEIP
1123
Hudson Edge Investment Partners
New Jersey
$10.2M -$329K -1,625 -3%
BCM
1124
Barometer Capital Management
Ontario, Canada
$10.2M -$1.61M -8,012 -14%
BAM
1125
Brave Asset Management
New Jersey
$10.2M -$106K -523 -1%
43 44
45
46 47