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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 %
CCM
1201
Coerente Capital Management
Ontario, Canada
$9.2M -$660K -3,265 -7%
FPAS
1202
Focus Partners Advisor Solutions
Missouri
$9.19M -$1.49M -7,365 -14%
PSP
1203
Principal Street Partners
Tennessee
$9.19M -$81.5K -403 -0.9%
KWA
1204
Kingswood Wealth Advisors
California
$9.18M +$2.2M +10,875 +31%
IIM
1205
Ipswich Investment Management
Massachusetts
$9.17M -$39K -193 -0.4%
ACM
1206
Alpha Capital Management
Texas
$9.17M -$135K -667 -1%
CFSG
1207
Community Financial Services Group
Vermont
$9.15M +$307K +1,518 +3%
BMWM
1208
Brown Miller Wealth Management
Virginia
$9.13M -$24.5K -121 -0.3%
IP
1209
Interval Partners
New York
$9.13M -$38.6M -190,887 -81%
WAS
1210
WESPAC Advisors SoCal
California
$9.12M -$224K -1,109 -2%
SIA
1211
Schechter Investment Advisors
Michigan
$9.12M -$78.5K -388 -0.9%
VFM
1212
Viking Fund Management
North Dakota
$9.1M -$3.84M -19,000 -30%
SFG
1213
SevenBridge Financial Group
Pennsylvania
$9.09M -$15.2K -76 -0.2%
HCM
1214
Hodges Capital Management
Texas
$9.07M -$1.76M -8,691 -16%
BHPW
1215
Beverly Hills Private Wealth
California
$9.06M +$660K +3,261 +8%
CHC
1216
City Holding Co
West Virginia
$9.06M +$87.4K +432 +1%
WPW
1217
Waldron Private Wealth
Pennsylvania
$9.06M +$64.5K +319 +0.7%
DSC
1218
Duncker Streett & Co
Missouri
$9.04M +$2.83K +14 +0%
OSNBOA
1219
Old Second National Bank of Aurora
Illinois
$9.03M -$271K -1,341 -3%
IUHSA
1220
Itau Unibanco Holding S.A.
Brazil
$9.03M +$9.03M +44,621 New
MCM
1221
McRae Capital Management
New Jersey
$9.01M -$40.7K -201 -0.4%
ERWM
1222
Elk River Wealth Management
Colorado
$9.01M +$52.4K +259 +0.6%
AG
1223
Advocate Group
Minnesota
$8.98M +$253K +1,253 +3%
AC
1224
Abbrea Capital
California
$8.98M -$141K -696 -2%
NS
1225
NBC Securities
Alabama
$8.98M +$34.4K +170 +0.4%
47 48
49
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