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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 %
AB
1651
Atlas Brown
Kentucky
$5.03M -$317K -1,565 -6%
DCM
1652
Dudley Capital Management
Virginia
$5.02M +$293K +1,450 +6%
BOS
1653
Bank of Stockton
California
$5.01M +$85.4K +422 +2%
UBG
1654
United Bank (Georgia)
Georgia
$5M +$38K +188 +0.8%
RP
1655
Rowlandmiller & Partners
Georgia
$5M -$249K -1,230 -5%
SCM
1656
SOL Capital Management
Maryland
$5M +$107K +530 +2%
AL
1657
Aspiriant LLC
California
$4.97M -$1.04M -5,154 -17%
OWA
1658
Octavia Wealth Advisors
Ohio
$4.97M +$8.09K +40 +0.2%
RFA
1659
Rollins Financial Advisors
New York
$4.97M +$1.36M +6,738 +38%
CAMV
1660
Concord Asset Management (Virginia)
Virginia
$4.97M +$541K +2,674 +12%
KA
1661
Klingman & Associates
New York
$4.96M +$2.63M +12,979 +112%
RSS
1662
Rosenblum Silverman Sutton
California
$4.96M -$31.4K -155 -0.6%
MPIA
1663
Mountain Pacific Investment Advisers
Idaho
$4.95M -$244K -1,208 -5%
LRWA
1664
Long Run Wealth Advisors
New York
$4.95M -$695K -3,435 -12%
WIC
1665
Wilkins Investment Counsel
Massachusetts
$4.94M -$70.8K -350 -1%
SIC
1666
Shoker Investment Counsel
Ohio
$4.94M -$263K -1,298 -5%
LDB
1667
Lee, Danner & Bass
Tennessee
$4.93M +$4.93M +24,362 New
RAM
1668
Roanoke Asset Management
New Jersey
$4.93M +$3.44K +17 +0.1%
MCWS
1669
McKinley Carter Wealth Services
West Virginia
$4.92M -$75.8K -375 -2%
WAS
1670
Winch Advisory Services
Wisconsin
$4.91M +$66.5K +329 +1%
SIA
1671
SeaBridge Investment Advisors
New Jersey
$4.91M -$3.03K -15 -0.1%
LA
1672
Legacy Advisors
Pennsylvania
$4.9M +$786K +3,887 +19%
UB
1673
Umpqua Bank
Oregon
$4.9M +$135K +666 +3%
PPWP
1674
Premier Path Wealth Partners
New Jersey
$4.9M +$193K +953 +4%
CST
1675
Charles Schwab Trust
Nevada
$4.9M +$222K +1,100 +5%
65 66
67
68 69