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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 %
SCP
1501
Sandhill Capital Partners
New York
$6.03M -$142K -704 -2%
LSAG
1502
Lake Street Advisors Group
New Hampshire
$6.02M -$24.3K -120 -0.4%
TPWA
1503
TRUE Private Wealth Advisors
Oregon
$6.02M -$206K -1,018 -3%
SACTSONJ
1504
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$6.01M – – –
PP
1505
Paloma Partners
Connecticut
$6M +$5.84M +28,862 +3,490%
MWA
1506
Midland Wealth Advisors
Illinois
$6M +$223K +1,102 +4%
RCAG
1507
Rehmann Capital Advisory Group
Michigan
$5.99M +$467K +2,310 +8%
AMI
1508
Amica Mutual Insurance
Rhode Island
$5.98M -$718K -3,549 -11%
CAM
1509
Covenant Asset Management
New Jersey
$5.98M -$173K -853 -3%
HWA
1510
HCR Wealth Advisors
California
$5.96M -$5.06K -25 -0.1%
SWM
1511
Scissortail Wealth Management
Oklahoma
$5.96M +$29.1K +144 +0.5%
BL
1512
BFSG LLC
California
$5.95M -$41.5K -205 -0.7%
QI
1513
QV Investors
Alberta, Canada
$5.95M -$1.19M -5,880 -17%
ANB
1514
Amarillo National Bank
Texas
$5.95M -$34.8K -172 -0.6%
AWM
1515
Accurate Wealth Management
Florida
$5.94M +$279K +1,328 +5%
1IA
1516
1834 Investment Advisors
Wisconsin
$5.93M -$211K -1,044 -3%
CWP
1517
Concord Wealth Partners
Virginia
$5.92M +$307K +1,519 +5%
BWG
1518
Berry Wealth Group
Texas
$5.91M +$130K +644 +2%
RBC
1519
Romano Brothers & Co
Illinois
$5.91M -$37.2K -184 -0.6%
FWM
1520
Fairhaven Wealth Management
Illinois
$5.91M -$34.2K -169 -0.6%
CT
1521
Clearstead Trust
Maine
$5.9M +$102K +502 +2%
EBT
1522
Enterprise Bank & Trust
Massachusetts
$5.9M +$16.6K +82 +0.3%
KHLMVGHM
1523
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$5.88M – – –
MCCA
1524
Mill Creek Capital Advisors
Pennsylvania
$5.88M +$108K +534 +2%
SMI
1525
Shelter Mutual Insurance
Missouri
$5.87M – – –
59 60
61
62 63