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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 %
BCMO
1626
Buckingham Capital Management (Ohio)
Ohio
$5.18M -$342K -1,691 -6%
NSLI
1627
Nan Shan Life Insurance
Taiwan
$5.18M – – –
MC
1628
Mathes Company
New York
$5.16M +$90K +445 +2%
GCA
1629
Gradient Capital Advisors
California
$5.15M +$62.3K +308 +1%
MSAM
1630
Moloney Securities Asset Management
Missouri
$5.14M -$40.7K -201 -0.8%
CWM
1631
Connecticut Wealth Management
Connecticut
$5.14M +$616K +3,045 +14%
BFPW
1632
BOK Financial Private Wealth
Colorado
$5.14M -$48.1K -238 -0.9%
RCM
1633
RB Capital Management
Nevada
$5.13M +$11.5K +57 +0.2%
TLP
1634
Trinity Legacy Partners
Texas
$5.12M +$247K +1,222 +5%
HPCM
1635
Hunter Perkins Capital Management
Illinois
$5.11M +$285K +1,410 +6%
MPPLM
1636
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$5.1M -$40.3K -199 -0.8%
SIAG
1637
Signet Investment Advisory Group
Rhode Island
$5.1M +$35.6K +176 +0.7%
LM
1638
Lincluden Management
Ontario, Canada
$5.09M +$257K +1,273 +5%
VNA
1639
Valley National Advisers
Pennsylvania
$5.09M -$378K -1,867 -7%
1WM
1640
1900 Wealth Management
Texas
$5.09M -$1.59M -7,844 -24%
NB
1641
Nicolet Bankshares
Wisconsin
$5.07M +$11.1K +55 +0.2%
LS
1642
Leelyn Smith
Illinois
$5.06M +$6.88K +34 +0.1%
GSB
1643
Greenfield Savings Bank
Massachusetts
$5.06M +$42.5K +210 +0.8%
MFS
1644
Monetta Financial Services
Illinois
$5.06M -$607K -3,000 -11%
EML
1645
Eos Management LP
New York
$5.06M – – –
AWMT
1646
AAFMAA Wealth Management & Trust
North Carolina
$5.06M – – –
SCI
1647
S&CO Inc
Massachusetts
$5.06M – – –
CWM
1648
Calamos Wealth Management
Illinois
$5.04M -$57.8K -286 -1%
WIM
1649
WealthPlan Investment Management
Nebraska
$5.04M +$284K +1,403 +6%
MVA
1650
Mount Vernon Associates
Maryland
$5.03M -$94.1K -465 -2%
64 65
66
67 68