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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 %
JFG
1376
Jefferies Financial Group
New York
$7.15M -$44.5M -219,797 -86%
GFA
1377
Gifford Fong Associates
California
$7.14M – – –
KIM
1378
Kestra Investment Management
Texas
$7.11M +$7.11M +35,177 New
P
1379
Paradiem
Louisiana
$7.11M – – –
DS
1380
DRW Securities
Illinois
$7.11M +$1.6M +7,899 +29%
AAM
1381
Augustine Asset Management
Florida
$7.1M +$34.8K +172 +0.5%
ST
1382
Sentinel Trust
Texas
$7.08M +$3.64K +18 +0.1%
HAC
1383
Harbor Advisory Corp
New Hampshire
$7.07M -$420K -2,076 -6%
SB
1384
Strategic Blueprint
Georgia
$7.06M -$164K -811 -2%
HCA
1385
Horan Capital Advisors
Ohio
$7.06M -$52.2K -258 -0.7%
CSA
1386
Cottage Street Advisors
Massachusetts
$7.03M -$27.1K -134 -0.4%
MCCP
1387
Mission Creek Capital Partners
California
$7.02M +$1.65M +8,135 +31%
WAM
1388
Werlinich Asset Management
Connecticut
$7.01M – – –
MW
1389
Marcum Wealth
Ohio
$7M +$81.5K +403 +1%
HWMO
1390
Heritage Wealth Management (Ohio)
Ohio
$6.98M +$6.98M +34,095 New
AIM
1391
AMI Investment Management
Indiana
$6.97M -$619K -3,058 -8%
PFA
1392
Pathway Financial Advisers
Indiana
$6.96M -$19.3K -96 -0.3%
GIA
1393
Guyasuta Investment Advisors
Pennsylvania
$6.95M -$163K -960 -2%
MNBTD
1394
Moody National Bank Trust Division
Texas
$6.95M +$294K +1,456 +4%
PKC
1395
Palmer Knight Company
Florida
$6.9M +$14.2K +70 +0.2%
IA
1396
IFG Advisory
Georgia
$6.9M +$383K +1,893 +6%
OWP
1397
Obermeyer Wealth Partners
Colorado
$6.9M +$232K +1,147 +3%
KCG
1398
Kinsale Capital Group
Virginia
$6.9M +$1.19M +5,863 +21%
TAM
1399
Trust Asset Management
Texas
$6.9M – – –
LC
1400
Lindbrook Capital
California
$6.88M -$207K -1,022 -3%
54 55
56
57 58