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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 %
QI
1326
Qtron Investments
Massachusetts
$7.75M – – –
PTC
1327
Philadelphia Trust Company
Pennsylvania
$7.74M +$40.2K +199 +0.5%
AAMA
1328
Advanced Asset Management Advisors
Ohio
$7.74M -$8.7K -43 -0.1%
EL
1329
Essex LLC
Illinois
$7.73M +$48.3K +239 +0.6%
DW30
1330
Drucker Wealth 3.0
New Jersey
$7.73M +$7.73M +38,226 New
RWA
1331
Roberts Wealth Advisors
California
$7.71M +$46.5K +224 +0.6%
CM
1332
Churchill Management
California
$7.7M +$1.43M +7,089 +23%
HAI
1333
Hennessy Advisors Inc
California
$7.69M -$445K -2,200 -5%
BB
1334
Berkshire Bank
Massachusetts
$7.67M -$362K -1,788 -5%
DIM
1335
DLK Investment Management
California
$7.67M -$37.8K -187 -0.5%
SFA
1336
Souders Financial Advisors
Ohio
$7.67M +$362K +1,792 +5%
LFA
1337
Legacy Financial Advisors
Kentucky
$7.59M -$445K -2,198 -6%
ACG
1338
Allen Capital Group
Nebraska
$7.58M -$191K -943 -2%
PA
1339
PFG Advisors
Arizona
$7.58M +$126K +623 +2%
LT
1340
Legacy Trust
Michigan
$7.58M -$529K -2,615 -7%
TI
1341
tru Independence
Oregon
$7.58M -$48.9K -242 -0.6%
HCM
1342
Howland Capital Management
Massachusetts
$7.57M -$209K -1,031 -3%
ST
1343
Somerset Trust
Pennsylvania
$7.57M -$13.1K -65 -0.2%
OL
1344
Owen LaRue
Kentucky
$7.56M -$491K -2,428 -6%
Jacobs Levy Equity Management
1345
Jacobs Levy Equity Management
New Jersey
$7.56M +$6.27M +30,985 +486%
WPIC
1346
White Pine Investment Company
Michigan
$7.55M +$130K +645 +2%
TPA
1347
Trivium Point Advisory
Connecticut
$7.55M +$605K +2,990 +9%
BRM
1348
Boston Research & Management
Massachusetts
$7.51M -$115K -569 -2%
MCP
1349
Martin Capital Partners
Oregon
$7.49M -$283K -1,398 -4%
SFI
1350
SPC Financial Inc
Maryland
$7.47M +$342K +1,693 +5%
52 53
54
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