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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 %
EA
1426
Everpar Advisors
Oklahoma
$6.7M +$352K +1,740 +6%
WWM
1427
Western Wealth Management
Colorado
$6.69M +$299K +1,480 +5%
MWAM
1428
Manhattan West Asset Management
California
$6.66M -$797K -3,941 -11%
IC
1429
Inscription Capital
Texas
$6.63M +$90.6K +448 +1%
UWM
1430
Udine Wealth Management
Florida
$6.61M +$8.7K +43 +0.1%
NF
1431
Nikulski Financial
Iowa
$6.59M +$22K +109 +0.3%
CCM
1432
Cinctive Capital Management
New York
$6.57M +$6.57M +32,505 New
CNFG
1433
Creegan & Nassoura Financial Group
New Hampshire
$6.56M -$60.7K -300 -0.9%
AC
1434
Addison Capital
Pennsylvania
$6.56M +$154K +763 +2%
AIM
1435
AHL Investment Management
Florida
$6.55M -$83.3K -412 -1%
GCM
1436
Gibraltar Capital Management
Oklahoma
$6.54M +$595K +2,943 +10%
RCA
1437
Resonant Capital Advisors
Wisconsin
$6.54M +$616K +3,044 +10%
EGA
1438
E&G Advisors
Texas
$6.53M +$76K +376 +1%
CD
1439
Chapin Davis
Maryland
$6.53M +$92K +455 +1%
FMB
1440
Field & Main Bank
Kentucky
$6.53M +$22.2K +110 +0.3%
WTA
1441
Washington Trust Advisors
Massachusetts
$6.52M +$122K +604 +2%
FC
1442
Forte Capital
New York
$6.52M -$64.9K -321 -1%
FLI
1443
Family Legacy Inc
South Carolina
$6.51M -$217K -1,075 -3%
GSEP
1444
Golden State Equity Partners
California
$6.5M +$6.5M +32,116 New
SBIA
1445
Sheaff Brock Investment Advisors
Indiana
$6.48M -$846K -4,185 -12%
HA
1446
Herold Advisors
New York
$6.47M +$498K +2,464 +8%
IWA
1447
Icon Wealth Advisors
Texas
$6.45M +$1.77M +8,335 +38%
WBC
1448
West Branch Capital
Massachusetts
$6.45M +$16K +79 +0.2%
KA
1449
Kovack Advisors
Florida
$6.45M +$145K +718 +2%
FTIS
1450
First Trust Investment Solutions
Florida
$6.45M +$3.51M +17,333 +119%
56 57
58
59 60