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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 %
RIA
1476
Regal Investment Advisors
Michigan
$6.17M -$23.1K -114 -0.4%
PFBT
1477
Parkside Financial Bank & Trust
Missouri
$6.16M -$92.6K -458 -1%
FAM
1478
Formidable Asset Management
Ohio
$6.15M +$45.5K +225 +0.7%
ACM
1479
Argyle Capital Management
Pennsylvania
$6.15M -$713K -3,525 -10%
MCM
1480
McKinley Capital Management
Alaska
$6.15M -$1.79M -8,830 -23%
EWM
1481
EPG Wealth Management
Georgia
$6.15M -$5.84M -29,180 Closed
AP
1482
Americana Partners
Texas
$6.13M +$103K +508 +2%
MCA
1483
MSH Capital Advisors
Arizona
$6.13M +$18.8K +93 +0.3%
TNBTD
1484
Trustmark National Bank Trust Department
Mississippi
$6.12M +$435K +2,152 +8%
9WM
1485
9258 Wealth Management
Ohio
$6.12M -$64.7K -320 -1%
HPIA
1486
Hamilton Point Investment Advisors
North Carolina
$6.11M -$70.4K -348 -1%
WP
1487
WealthShield Partners
North Carolina
$6.11M +$168K +833 +3%
UHC
1488
Union Heritage Capital
Michigan
$6.11M – – –
FBFS
1489
First Business Financial Services
Wisconsin
$6.11M +$221K +1,093 +4%
LG
1490
Leuthold Group
Minnesota
$6.1M +$6.1M +30,159 New
LOAME
1491
Lombard Odier Asset Management (Europe)
United Kingdom
$6.09M +$410K +2,025 +7%
SC
1492
Syon Capital
California
$6.07M +$107K +530 +2%
AA
1493
Argent Advisors
Louisiana
$6.07M -$160K -792 -3%
AH
1494
Allen Holding
New York
$6.07M – – –
PC
1495
Permanens Capital
New York
$6.06M +$648K +3,205 +12%
ZCI
1496
Zevenbergen Capital Investments
Washington
$6.06M -$75.8K -375 -1%
CI
1497
Cigna Investments
Connecticut
$6.06M -$123K -610 -2%
HCM
1498
Hengehold Capital Management
Ohio
$6.05M -$76.5K -378 -1%
CF
1499
Concorde Financial
Texas
$6.03M -$1.46M -7,202 -19%
BCM
1500
Buckhead Capital Management
Georgia
$6.03M -$20.8K -103 -0.3%
58 59
60
61 62