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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 %
BCCM
1151
Bridge Creek Capital Management
Massachusetts
$9.76M -$461K -2,280 -5%
SIM
1152
Seaview Investment Managers
Florida
$9.75M -$435K -2,151 -4%
WI
1153
Wintrust Investments
Illinois
$9.74M +$99.1K +490 +1%
EARNEST Partners
1154
EARNEST Partners
Georgia
$9.72M -$105K -520 -1%
FHB
1155
First Hawaiian Bank
Hawaii
$9.69M -$343K -1,696 -3%
KOCAA
1156
Knights of Columbus Asset Advisors
Connecticut
$9.69M -$222K -1,097 -2%
DEA
1157
DoubleLine ETF Adviser
Florida
$9.66M -$388K -1,920 -4%
MPIM
1158
McGinn Penninger Investment Management
Virginia
$9.65M -$53.4K -264 -0.6%
SFO
1159
Stokes Family Office
Louisiana
$9.65M -$37.6K -186 -0.4%
CBTWT
1160
Community Bank & Trust (Waco, Texas)
Texas
$9.6M +$21.2K +105 +0.2%
DAS
1161
Diversify Advisory Services
Utah
$9.59M -$1.22M -5,887 -11%
SAM
1162
Socorro Asset Management
Texas
$9.57M – – –
KJHP
1163
K.J. Harrison & Partners
Ontario, Canada
$9.57M -$99.7K -493 -1%
IIM
1164
Intact Investment Management
Quebec, Canada
$9.57M -$809K -4,000 -8%
VHAM
1165
Van Hulzen Asset Management
California
$9.57M -$4.45M -22,020 -32%
BSB
1166
Bangor Savings Bank
Maine
$9.56M -$207K -1,022 -2%
AAS
1167
Ameritas Advisory Services
Nebraska
$9.56M -$84.5K -418 -0.9%
CT
1168
Colonial Trust
South Carolina
$9.56M +$676K +3,342 +8%
IBOK
1169
Independence Bank of Kentucky
Kentucky
$9.55M +$446K +2,204 +5%
JIC
1170
Joel Isaacson & Co
New York
$9.54M -$110K -543 -1%
TW
1171
Trajan Wealth
Arizona
$9.51M +$406K +2,005 +4%
MWA
1172
MN Wealth Advisors
Kansas
$9.5M +$66.1K +327 +0.7%
SC
1173
Skylands Capital
Wisconsin
$9.48M -$498K -2,460 -5%
SW
1174
SlateStone Wealth
Florida
$9.48M -$4.3M -21,259 -31%
BJL
1175
Brighton Jones LLC
Washington
$9.44M +$990K +4,897 +12%
45 46
47
48 49