JPM icon

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 %
CGL
1601
Clarius Group LLC
Washington
$5.35M -$140K -691 -3%
MA
1602
Modus Advisors
Minnesota
$5.34M +$60.1K +297 +1%
CA
1603
CoreCap Advisors
Michigan
$5.34M +$33.8K +167 +0.6%
PGWM
1604
Parisi Gray Wealth Management
New Jersey
$5.33M -$13.8K -68 -0.3%
TW
1605
TrinityPoint Wealth
Connecticut
$5.31M +$78.9K +390 +2%
MG
1606
Mather Group
Illinois
$5.3M +$1.26M +6,275 +31%
AIS
1607
AM Investment Strategies
Tennessee
$5.29M +$63.3K +313 +1%
CT
1608
Coastline Trust
Rhode Island
$5.29M -$1.09M -5,375 -17%
MAM
1609
Mystic Asset Management
Rhode Island
$5.27M -$809 -4 -0%
ESB
1610
Essex Savings Bank
Connecticut
$5.26M -$6.47K -32 -0.1%
CCAM
1611
Codex Capital Asset Management
Texas
$5.26M +$5.26M +26,000 New
MCB
1612
Morton Community Bank
Illinois
$5.25M +$103K +511 +2%
VIM
1613
Vista Investment Management
Pennsylvania
$5.25M -$141K -696 -3%
HI
1614
Hoey Investments
Pennsylvania
$5.23M +$708K +3,501 +16%
TPI
1615
Trust Point Inc
Wisconsin
$5.22M -$218K -1,076 -4%
MWM
1616
Modern Wealth Management
Kansas
$5.22M +$401K +1,982 +8%
IA
1617
Icon Advisers
Colorado
$5.22M -$452K -2,200 -8%
IRAG
1618
Investment Research & Advisory Group
Georgia
$5.22M +$70.6K +349 +1%
LCM
1619
Liberty Capital Management
Michigan
$5.21M +$68.4K +338 +1%
LRPA
1620
L. Roy Papp & Associates
Arizona
$5.21M -$15.2K -75 -0.3%
AIMA
1621
Ables Iannone Moore & Associates
Georgia
$5.2M -$67.4K -333 -1%
MCC
1622
Malaga Cove Capital
California
$5.2M -$15.4K -76 -0.3%
AFA
1623
Arlington Financial Advisors
California
$5.19M -$163K -804 -3%
HWAM
1624
Hennion & Walsh Asset Management
New Jersey
$5.19M -$306K -1,512 -6%
GJWM
1625
Gilliland Jeter Wealth Management
Arkansas
$5.18M -$56.8K -281 -1%
63 64
65
66 67