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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 %
AC
1126
AlphaCore Capital
California
$10.2M +$180K +890 +2%
RCYC
1127
Richard C. Young & Co
Rhode Island
$10.2M +$498K +2,463 +5%
JWCA
1128
J.W. Cole Advisors
Florida
$10.2M +$2.17M +10,709 +27%
SGDR
1129
SPX Gestao de Recursos
Brazil
$10.2M -$1.03M -5,089 -9%
BA
1130
Ballast Advisors
Minnesota
$10.1M -$293K -1,450 -3%
WPP
1131
Whalerock Point Partners
Rhode Island
$10.1M +$125K +617 +1%
MWM
1132
Marietta Wealth Management
Georgia
$10.1M -$123K -609 -1%
FWTB
1133
First Western Trust Bank
Colorado
$10M -$1.27M -6,292 -11%
P
1134
Pitcairn
Pennsylvania
$10M +$788K +3,897 +9%
DWA
1135
Douglass Winthrop Advisors
New York
$10M +$356K +1,759 +4%
HCA
1136
Harbour Capital Advisors
Virginia
$10M +$14.2K +69 +0.1%
MFG
1137
Magnus Financial Group
New York
$9.99M -$267K -1,318 -3%
ANBT
1138
American National Bank & Trust
Texas
$9.98M -$229K -1,134 -2%
FFG
1139
Frisch Financial Group
New York
$9.98M -$174K -858 -2%
XF
1140
XML Financial
Maryland
$9.96M -$346K -1,712 -3%
SWP
1141
Strategic Wealth Partners
Ohio
$9.94M -$1.07M -5,282 -10%
AWM
1142
Avior Wealth Management
Nebraska
$9.92M -$383K -1,896 -4%
ACM
1143
Adalta Capital Management
New York
$9.9M -$11.1K -55 -0.1%
IA
1144
IFP Advisors
Florida
$9.88M +$2.52M +12,441 +34%
TCBWMS
1145
Texas Capital Bank Wealth Management Services
Texas
$9.87M +$673K +3,325 +7%
CRI
1146
Commonwealth Retirement Investments
Virginia
$9.87M -$151K -749 -2%
LSA
1147
L & S Advisors
California
$9.84M +$6.2M +30,644 +170%
QCG
1148
Quadrant Capital Group
Ohio
$9.83M +$283K +1,400 +3%
FPGT
1149
Financial Partners Group (Tennessee)
Tennessee
$9.78M +$405 +2 +0%
WSC
1150
Wellington Shields & Co
New York
$9.78M +$3.24K +16 +0%
44 45
46
47 48