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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
1226
Canal Capital Management
Virginia
$8.98M -$126K -625 -1%
NCM
1227
Nelson Capital Management
California
$8.98M -$50.2K -248 -0.6%
BA
1228
Bridgewater Advisors
New York
$8.97M +$1.23M +5,887 +16%
WIS
1229
Wright Investors Service
Connecticut
$8.97M -$947K -4,682 -10%
PL
1230
Parthenon LLC
Kentucky
$8.97M -$174K -860 -2%
SCA
1231
Stokes Capital Advisors
South Carolina
$8.96M -$186K -920 -2%
DIA
1232
Dean Investment Associates
Ohio
$8.94M -$514K -2,541 -5%
CCM
1233
Copeland Capital Management
Pennsylvania
$8.91M +$1.28M +6,352 +17%
SIM
1234
Stratos Investment Management
Ohio
$8.88M -$2.09M -10,331 -19%
RIA
1235
RPG Investment Advisory
California
$8.86M -$93.4K -462 -1%
TCM
1236
Traynor Capital Management
Pennsylvania
$8.83M +$266K +1,315 +3%
PWS
1237
Peterson Wealth Services
Utah
$8.83M +$82.5K +408 +0.9%
GIP
1238
Granite Investment Partners
California
$8.82M -$2.83K -14 -0%
FMTC
1239
Farmers & Merchants Trust Company
California
$8.81M -$371K -1,835 -4%
TAM
1240
Townsend Asset Management
North Carolina
$8.77M +$169K +837 +2%
GCM
1241
Garland Capital Management
Washington
$8.77M -$432K -2,135 -5%
BFG
1242
Beacon Financial Group
Texas
$8.75M +$14K +69 +0.2%
BWL
1243
Bogart Wealth LLC
Virginia
$8.75M -$258K -1,276 -3%
HI
1244
Harbour Investments
Wisconsin
$8.73M -$1.16M -5,741 -12%
WCA
1245
Westover Capital Advisors
Delaware
$8.73M +$937K +4,631 +12%
LWIC
1246
Leith Wheeler Investment Counsel
British Columbia, Canada
$8.72M +$2.31M +11,423 +36%
RAM
1247
Redmond Asset Management
Virginia
$8.71M -$733K -3,624 -8%
FIB
1248
First Interstate Bank
Montana
$8.7M -$158K -780 -2%
BWAM
1249
Boyd Watterson Asset Management
Ohio
$8.69M -$251K -1,243 -3%
APSI
1250
Asset Planning Services Inc
Louisiana
$8.67M -$140K -690 -2%
48 49
50
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