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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 %
JIP
1276
Jaffetilchin Investment Partners
Florida
$8.35M +$171K +844 +2%
SHA
1277
Seneca House Advisors
Virginia
$8.33M -$953K -4,712 -10%
BCPWM
1278
Bradley & Co Private Wealth Management
Florida
$8.31M -$172K -852 -2%
SA
1279
Strategic Advisors
New York
$8.29M -$365K -1,803 -4%
RC
1280
RBF Capital
California
$8.29M – – –
FFA
1281
Farther Finance Advisors
California
$8.28M +$1.91M +9,308 +30%
CAAS
1282
Capital Asset Advisory Services
Michigan
$8.28M +$50.7K +244 +0.6%
PWMAG
1283
Pinnacle Wealth Management Advisory Group
New Jersey
$8.27M -$30.7K -152 -0.4%
EI
1284
Ethic Inc
New York
$8.24M +$1.47M +7,266 +22%
FCP
1285
Fidelis Capital Partners
Florida
$8.24M +$982K +4,898 +14%
CWM
1286
Chronos Wealth Management
Florida
$8.23M +$1.62K +8 +0%
HZ
1287
Hixon Zuercher
Ohio
$8.23M -$1.06M -5,222 -11%
HCM
1288
Harvey Capital Management
Florida
$8.22M -$501K -2,477 -6%
DDC
1289
DF Dent & Co
Maryland
$8.2M -$1.3M -6,419 -14%
CIA
1290
Covington Investment Advisors
Pennsylvania
$8.19M -$1.05M -5,167 -11%
CGIM
1291
Capital Group Investment Management
Singapore
$8.17M -$2.58M -12,761 -24%
SAM
1292
Selway Asset Management
$8.16M -$142K -700 -2%
AI
1293
Arvest Investments
Arkansas
$8.15M -$271K -1,340 -3%
BBA
1294
Baader Bank Aktiengesellschaft
Germany
$8.15M -$491K -2,428 -6%
GC
1295
Giverny Capital
Quebec, Canada
$8.14M +$207K +1,023 +3%
HH
1296
Hilltop Holdings
Texas
$8.13M -$191K -945 -2%
AF
1297
Arrow Financial
New York
$8.12M -$404K -1,996 -5%
FC
1298
Fusion Capital
South Carolina
$8.12M -$164K -811 -2%
AG
1299
AlTi Global
New York
$8.09M -$289K -1,431 -3%
AIM
1300
Anchor Investment Management
South Carolina
$8.09M +$242K +1,195 +3%
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