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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 %
BWM
1701
BNC Wealth Management
Oregon
$4.69M +$3.3M +16,315 +238%
SSWM
1702
Sheets Smith Wealth Management
North Carolina
$4.68M -$45.9K -227 -1%
SIA
1703
Strategic Investment Advisors
Michigan
$4.67M +$1.81M +8,964 +63%
PBC
1704
Pavion Blue Capital
California
$4.67M -$37.4K -185 -0.8%
FFA
1705
Founders Financial Alliance
North Carolina
$4.65M -$329K -1,629 -7%
KFI
1706
Key Financial Inc
Pennsylvania
$4.65M +$50.4K +249 +1%
MUAMU
1707
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$4.65M -$607K -3,000 -12%
RPSA
1708
Richard P. Slaughter Associates
Texas
$4.65M -$76.9K -380 -2%
WAM
1709
Wakefield Asset Management
Colorado
$4.65M +$57.2K +283 +1%
ORC
1710
O'Rourke & Company
Massachusetts
$4.65M -$12.3K -61 -0.3%
CNC
1711
Citizens & Northern Corp
Pennsylvania
$4.64M -$237K -1,172 -5%
GD
1712
Grandfield & Dodd
New York
$4.64M -$220K -1,088 -5%
AMG
1713
Advisors Management Group
Wisconsin
$4.63M +$221K +1,094 +5%
TBNY
1714
Trustco Bank (New York)
New York
$4.63M -$84.9K -420 -2%
CIAS
1715
Capital Investment Advisory Services
North Carolina
$4.62M +$77.3K +382 +2%
IAS
1716
IMA Advisory Services
Colorado
$4.61M -$35.6K -176 -0.8%
GCM
1717
Gables Capital Management
Florida
$4.61M -$67.8K -335 -1%
NCM
1718
NCM Capital Management
New Jersey
$4.61M +$1.01K +5 +0%
CAC
1719
Certified Advisory Corp
Florida
$4.61M +$52.8K +261 +1%
HI
1720
Hudock Inc
Pennsylvania
$4.59M +$4.65K +23 +0.1%
ATC
1721
Adirondack Trust Company
New York
$4.59M -$13.8K -68 -0.3%
LWA
1722
Lineweaver Wealth Advisors
Ohio
$4.59M -$18.4K -91 -0.4%
TPW
1723
Transatlantique Private Wealth
New York
$4.58M +$3.22K +16 +0.1%
BHB
1724
Bank Hapoalim BM
Israel
$4.57M -$515K -2,544 -10%
DFG
1725
Delta Financial Group
New Jersey
$4.55M -$83.3K -412 -2%
67 68
69
70 71