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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 %
PL
1351
Parkwood LLC
Ohio
$7.45M +$156K +772 +2%
SCM
1352
Sitrin Capital Management
California
$7.44M +$27.9K +138 +0.4%
SAI
1353
Systematic Alpha Investments
New Jersey
$7.44M – – –
FPFS
1354
First Personal Financial Services
North Carolina
$7.44M -$31.8K -157 -0.4%
BKA
1355
Brick & Kyle Associates
Pennsylvania
$7.44M +$247K +1,221 +3%
CICC
1356
Capital Investment Counsel (Colorado)
Colorado
$7.43M +$237K +1,170 +3%
BAM
1357
Belpointe Asset Management
Nevada
$7.43M +$135K +669 +2%
FFN
1358
Focus Financial Network
Minnesota
$7.42M +$330K +1,521 +5%
SNB
1359
Security National Bank
Nebraska
$7.4M -$79.3K -392 -1%
BA
1360
Baugh & Associates
Georgia
$7.4M -$368K -1,735 -5%
IFAM
1361
Institutional & Family Asset Management
Colorado
$7.4M -$102K -504 -1%
NHT
1362
New Hampshire Trust
New Hampshire
$7.36M +$22K +109 +0.3%
SFA
1363
Semmax Financial Advisors
North Carolina
$7.35M +$444K +2,135 +6%
EM
1364
Excalibur Management
Massachusetts
$7.33M +$36K +178 +0.5%
ECM
1365
Exchange Capital Management
Michigan
$7.31M -$74K -366 -1%
BHC
1366
Bowen Hanes & Co
Florida
$7.28M -$41.5K -205 -0.6%
MYIA
1367
Mount Yale Investment Advisors
Colorado
$7.24M -$61.9K -306 -0.8%
FCMT
1368
Founders Capital Management (Texas)
Texas
$7.24M -$76.9K -380 -1%
MA
1369
McBroom & Associates
Nevada
$7.24M +$243K +1,203 +3%
DBIA
1370
Dumont & Blake Investment Advisors
New Jersey
$7.22M +$3.6M +17,817 +100%
WPC
1371
Wedmont Private Capital
Pennsylvania
$7.21M +$627K +3,059 +10%
CWM
1372
Cordatus Wealth Management
Pennsylvania
$7.2M +$7.48K +37 +0.1%
PJSIMP
1373
P.J. Schmidt Investment Management (PJS)
Wisconsin
$7.19M +$81.3K +402 +1%
TA
1374
TFG Advisers
Michigan
$7.18M -$152K -753 -2%
BFC
1375
Blue Fin Capital
Rhode Island
$7.17M -$3.24K -16 -0%
53 54
55
56 57