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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 %
CBB
1526
Citizens Business Bank
California
$5.86M -$935K -4,624 -14%
EWA
1527
Exencial Wealth Advisors
Oklahoma
$5.86M -$604K -2,986 -9%
MIM
1528
MTM Investment Management
South Carolina
$5.85M -$96.1K -475 -2%
CWAG
1529
Compton Wealth Advisory Group
Virginia
$5.84M +$182K +901 +3%
SS
1530
Sunbelt Securities
Texas
$5.83M +$59.1K +292 +1%
RBA
1531
Richard Bernstein Advisors
New York
$5.83M – – –
CWP
1532
CFM Wealth Partners
Texas
$5.82M +$125K +620 +2%
HCM
1533
Hall Capital Management
Rhode Island
$5.82M +$45.1K +223 +0.8%
MCM
1534
MV Capital Management
Maryland
$5.8M +$38.8K +192 +0.7%
DA
1535
DCM Advisors
New York
$5.8M -$1.09M -5,397 -16%
LFA
1536
Lauterbach Financial Advisors
Texas
$5.79M +$5.97K +30 +0.1%
PTP
1537
Platform Technology Partners
New York
$5.78M +$5.78M +28,557 New
PCA
1538
Peddock Capital Advisors
Massachusetts
$5.77M -$229K -1,132 -4%
SFS
1539
Strategic Financial Services
New York
$5.76M +$75.6K +374 +1%
GFP
1540
Gryphon Financial Partners
Ohio
$5.76M +$339K +1,674 +6%
EPW
1541
Evergreen Private Wealth
Colorado
$5.75M +$51K +252 +0.9%
MLM
1542
Mount Lucas Management
Pennsylvania
$5.75M +$2.57M +12,700 +81%
ATI
1543
Act Two Investors
California
$5.73M – – –
RCIM
1544
Red Cedar Investment Management
Michigan
$5.72M +$791K +3,910 +16%
TSWM
1545
Triangle Securities Wealth Management
North Carolina
$5.71M -$129K -639 -2%
DCM
1546
Delta Capital Management
New Jersey
$5.69M +$200K +990 +4%
CAM
1547
Centre Asset Management
New York
$5.69M +$127K +629 +2%
SPG
1548
Strategic Planning Group
Utah
$5.69M +$759K +3,754 +15%
BCM
1549
Brookmont Capital Management
Texas
$5.68M -$133K -657 -2%
CIC
1550
Cornercap Investment Counsel
Georgia
$5.67M -$2.18M -10,762 -28%
60 61
62
63 64