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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 %
CA
1251
Claro Advisors
Massachusetts
$8.67M +$305K +1,508 +4%
AMM
1252
American Money Management
California
$8.66M -$1.41M -6,956 -14%
GWMIA
1253
Global Wealth Management Investment Advisory
Florida
$8.66M +$291K +1,439 +3%
EW
1254
Evexia Wealth
Wisconsin
$8.64M -$54.3K -258 -0.6%
PFM
1255
Premier Fund Managers
United Kingdom
$8.63M -$357K -1,794 -4%
IB
1256
Intrust Bank
Kansas
$8.63M +$607 +3 +0%
CWM
1257
Concentric Wealth Management
California
$8.61M +$15.4K +76 +0.2%
SAG
1258
SageView Advisory Group
California
$8.61M +$8.61M +42,563 New
ETC
1259
Exchange Traded Concepts
Oklahoma
$8.6M +$8.59M +42,455 +64,326%
LFM
1260
LGT Fund Management
Liechtenstein
$8.57M +$5.13M +25,353 +149%
DIP
1261
DT Investment Partners
Pennsylvania
$8.56M +$183K +906 +2%
BPC
1262
Banque Pictet & Cie
Switzerland
$8.56M -$1.73M -8,535 -17%
PTC
1263
Private Trust Company
Ohio
$8.55M -$353K -1,747 -4%
KCPG
1264
Kavar Capital Partners Group
Kansas
$8.54M -$18.2K -90 -0.2%
HCM
1265
Hilton Capital Management
New York
$8.53M +$408K +2,015 +5%
TC
1266
TwinBeech Capital
New York
$8.52M -$12.1M -59,709 -59%
NB
1267
Northwest Bancshares
Pennsylvania
$8.49M -$735K -3,633 -8%
UAM
1268
Unison Asset Management
Florida
$8.49M +$161K +796 +2%
JCM
1269
Jacobi Capital Management
Pennsylvania
$8.49M +$12.9K +64 +0.2%
PCA
1270
Providence Capital Advisors
North Carolina
$8.47M +$66.7K +330 +0.8%
BOSSRA
1271
B.O.S.S. Retirement Advisors
Utah
$8.46M +$3.01M +14,894 +55%
YIA
1272
YHB Investment Advisors
Connecticut
$8.43M +$493K +2,439 +6%
AT
1273
American Trust
Kentucky
$8.4M -$211K -1,045 -2%
PP
1274
PDS Planning
Ohio
$8.4M +$303K +1,499 +4%
MLIC
1275
Mandatum Life Insurance Company
Finland
$8.39M – – –
49 50
51
52 53