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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 %
AOWM
1301
Alpha Omega Wealth Management
Virginia
$8.08M -$82.1K -406 -1%
VT
1302
Vise Technologies
New York
$8.06M +$38.6K +191 +0.5%
RSWM
1303
Robertson Stephens Wealth Management
California
$8.05M +$158K +783 +2%
CNBTD
1304
Citizens National Bank Trust Department
Mississippi
$8.04M +$25.9K +128 +0.3%
TL
1305
Tradewinds LLC
North Carolina
$8.04M +$960K +4,747 +14%
CC
1306
Centiva Capital
New York
$8M +$7.52M +37,180 +1,558%
GL
1307
Graypoint LLC
New York
$7.99M -$981K -4,848 -11%
EFMC
1308
Empire Financial Management Company
New York
$7.97M +$128K +633 +2%
TCWA
1309
Turtle Creek Wealth Advisors
Texas
$7.95M +$765K +3,780 +11%
BA
1310
Bristlecone Advisors
Washington
$7.95M -$191K -943 -2%
MAM
1311
Mirabaud Asset Management
United Kingdom
$7.93M +$7.93M +39,227 New
MP
1312
McDonald Partners
Ohio
$7.93M -$140K -693 -2%
MBTD
1313
Mechanics Bank - Trust Department
California
$7.93M +$94.3K +466 +1%
AC
1314
Arjuna Capital
North Carolina
$7.92M +$113K +560 +1%
GP
1315
Girard Partners
Pennsylvania
$7.92M -$787K -3,889 -9%
SIA
1316
Soltis Investment Advisors
Utah
$7.9M +$66.7K +330 +0.9%
LSWM
1317
Lorne Steinberg Wealth Management
Canada
$7.9M +$2.02K +10 +0%
PPW
1318
Parcion Private Wealth
Washington
$7.9M -$260K -1,285 -3%
CF
1319
Centaurus Financial
California
$7.88M +$1.19M +5,900 +18%
SCM
1320
Summerhill Capital Management
Ontario, Canada
$7.87M -$223K -1,102 -3%
VST
1321
Van Strum & Towne
California
$7.84M -$51.6K -255 -0.7%
CCA
1322
Checchi Capital Advisers
California
$7.84M +$46.7K +231 +0.6%
CWM
1323
Chemistry Wealth Management
New York
$7.84M -$69.8K -345 -0.9%
LHC
1324
Little House Capital
Massachusetts
$7.81M +$897K +4,436 +13%
PWS
1325
Peloton Wealth Strategists
Indiana
$7.75M -$15.6K -77 -0.2%
51 52
53
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