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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 %
GWANC
1676
Guardian Wealth Advisors (North Carolina)
North Carolina
$4.89M +$15.8K +78 +0.3%
AC
1677
Avestar Capital
New York
$4.89M +$814K +4,023 +20%
NDSI
1678
Newman Dignan & Sheerar Inc
Rhode Island
$4.88M -$96.7K -478 -2%
HA
1679
Harbor Advisors
Florida
$4.88M – – –
SIAP
1680
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4.87M -$35K -173 -0.7%
MFC
1681
Mechanics Financial Corp
Ohio
$4.86M -$28.3K -140 -0.6%
SIM
1682
Studio Investment Management
Illinois
$4.86M +$134K +661 +3%
PMSA
1683
Patrick M. Sweeney & Associates
Illinois
$4.85M -$1.42K -7 -0%
FBC
1684
Fairfield, Bush & Co
Connecticut
$4.85M -$175K -866 -3%
LNWTC
1685
Laird Norton Wetherby Trust Company
Washington
$4.83M – – –
DA
1686
Doliver Advisors
Texas
$4.81M -$178K -882 -4%
SCM
1687
Seascape Capital Management
New Hampshire
$4.8M +$40K +198 +0.8%
PP
1688
Pacifica Partners
Canada
$4.8M -$25K -120 -0.5%
MAWCM
1689
Mine & Arao Wealth Creation & Management
California
$4.8M +$637K +3,151 +15%
BEC
1690
Blue Edge Capital
Virginia
$4.8M -$2.02K -10 -0%
BCM
1691
Blume Capital Management
California
$4.77M -$10.1K -50 -0.2%
GBWM
1692
Granite Bay Wealth Management
New Hampshire
$4.74M +$213K +1,051 +5%
WR
1693
WD Rutherford
Oregon
$4.73M -$55.8K -276 -1%
HP
1694
Holowesko Partners
Bahamas
$4.73M -$9.49M -46,900 -67%
DWM
1695
Dynasty Wealth Management
Florida
$4.73M +$227K +1,124 +5%
Twin Tree Management
1696
Twin Tree Management
Texas
$4.71M +$4.71M +23,276 New
BC
1697
Bowman & Company
Wisconsin
$4.7M +$317K +1,568 +7%
WMA
1698
West Michigan Advisors
Michigan
$4.7M +$64.1K +317 +1%
SAM
1699
Synergy Asset Management
Washington
$4.7M +$1.24M +6,127 +36%
TCA
1700
Trifecta Capital Advisors
Illinois
$4.69M +$114K +565 +2%
66 67
68
69 70