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 %
PRS
1726
Pinkerton Retirement Specialists
Idaho
$4.55M +$238K +1,175 +6%
CFMC
1727
Curbstone Financial Management Corp
New Hampshire
$4.55M -$178K -880 -4%
CVA
1728
Central Valley Advisors
California
$4.54M +$51.5K +260 +1%
PCTC
1729
Perkins Coie Trust Company
Washington
$4.54M +$341K +1,687 +8%
EFG
1730
Everhart Financial Group
Ohio
$4.53M +$211K +1,045 +5%
NPA
1731
Nichols & Pratt Advisers
Massachusetts
$4.52M -$278K -1,372 -6%
IFPG
1732
Intrepid Financial Planning Group
Indiana
$4.51M +$41.5K +205 +0.9%
ACM
1733
Altrius Capital Management
North Carolina
$4.51M +$22.2K +110 +0.5%
NSB
1734
Norway Savings Bank
Maine
$4.51M +$30.9K +153 +0.7%
GM
1735
GeoWealth Management
Illinois
$4.5M +$646K +3,195 +17%
AIC
1736
Argus Investors Counsel
New York
$4.5M +$118K +582 +3%
WC
1737
Weil Company
California
$4.48M -$77.9K -385 -2%
KFGK
1738
Keystone Financial Group (Kentucky)
Kentucky
$4.48M +$256K +1,265 +6%
KIC
1739
Kensington Investment Counsel
California
$4.48M +$147K +726 +3%
MSK
1740
Melissa S. Kampmann
$4.46M +$61.5K +304 +1%
LFG
1741
Larson Financial Group
Missouri
$4.46M +$237K +1,172 +6%
WA
1742
Wasatch Advisors
Utah
$4.46M -$405K -2,000 -8%
BMC
1743
Beaton Management Company
Massachusetts
$4.45M -$5.26K -26 -0.1%
CI
1744
CX Institutional
Indiana
$4.45M -$299K -1,480 -6%
VWMG
1745
Virginia Wealth Management Group
Virginia
$4.45M -$22K -109 -0.5%
MWM
1746
Massachusetts Wealth Management
Massachusetts
$4.44M +$15.2K +75 +0.3%
SEIA
1747
Signature Estate & Investment Advisors
California
$4.43M +$3.37M +16,679 +318%
Kayne Anderson Rudnick Investment Management
1748
Kayne Anderson Rudnick Investment Management
California
$4.42M +$1.62M +7,997 +58%
CWM
1749
Cornerstone Wealth Management
Missouri
$4.42M -$476K -2,352 -10%
ECML
1750
Eagle Capital Management (Louisiana)
Louisiana
$4.42M +$17K +84 +0.4%
68 69
70
71 72