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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 %
PFGIA
1576
Patriot Financial Group Insurance Agency
Massachusetts
$5.51M +$280K +1,383 +5%
SWM
1577
SeaCrest Wealth Management
New York
$5.5M +$79.3K +392 +1%
GAG
1578
GM Advisory Group
New York
$5.49M +$23.1K +114 +0.4%
SW
1579
SkyOak Wealth
Michigan
$5.47M -$171K -844 -3%
ITIM
1580
Indiana Trust & Investment Management
Indiana
$5.46M +$92.8K +459 +2%
IIC
1581
Ironwood Investment Counsel
Arizona
$5.46M -$96.9K -479 -2%
BCFS
1582
Butensky & Cohen Financial Security
Florida
$5.46M -$180K -890 -3%
AIA
1583
Affinity Investment Advisors
California
$5.46M -$81.3K -402 -1%
MAM
1584
Montchanin Asset Management
Delaware
$5.46M +$20.2K +100 +0.4%
HL
1585
HeadInvest LLC
Maine
$5.42M -$212K -1,046 -4%
RI
1586
Redwood Investments
Massachusetts
$5.42M -$171K -962 -3%
SSI
1587
Scott & Selber Inc
Texas
$5.42M +$73.2K +362 +1%
BEI
1588
Benjamin Edwards Inc
Missouri
$5.42M -$52.4K -259 -1%
MWS
1589
Maxwell Wealth Strategies
California
$5.41M -$3.03K -15 -0.1%
AHIA
1590
Andrew Hill Investment Advisors
Florida
$5.41M +$507K +2,505 +10%
UCI
1591
Uncommon Cents Investing
Wisconsin
$5.41M -$10.7K -53 -0.2%
FPB
1592
First PREMIER Bank
South Dakota
$5.4M +$6.68K +33 +0.1%
HIC
1593
Holderness Investments Company
North Carolina
$5.4M +$90.8K +449 +2%
GS
1594
GTS Securities
New York
$5.4M +$4.29M +21,189 +386%
HCM
1595
Hudson Capital Management
New Jersey
$5.4M +$76.5K +378 +1%
MMG
1596
Monetary Management Group
Missouri
$5.39M -$55.6K -275 -1%
MBT
1597
Montecito Bank & Trust
California
$5.39M +$8.9K +44 +0.2%
FNBOMD
1598
First National Bank of Mount Dora
Florida
$5.37M -$273K -1,348 -5%
BOPW
1599
Brandywine Oak Private Wealth
Pennsylvania
$5.36M +$53.2K +263 +1%
COI
1600
Connable Office Inc
Michigan
$5.36M -$255K -1,262 -5%
62 63
64
65 66