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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 %
BLC
1801
Brown, Lisle/Cummings
Rhode Island
$4.16M -$55.6K -275 -1%
APG
1802
Abacus Planning Group
South Carolina
$4.16M +$51.8K +256 +1%
ACS
1803
Archford Capital Strategies
Illinois
$4.16M -$47.3K -234 -1%
NAMP
1804
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$4.15M -$40.5K -200 -1%
ZIG
1805
Zullo Investment Group
Pennsylvania
$4.15M +$28.7K +142 +0.7%
SMH
1806
Sanders Morris Harris
Texas
$4.15M – – –
FAIM
1807
Financial Advocates Investment Management
Washington
$4.14M -$772K -3,819 -16%
PIP
1808
Peachtree Investment Partners
Florida
$4.14M +$91.2K +451 +2%
AIC
1809
Archer Investment Corporation
Indiana
$4.13M -$23.5K -116 -0.6%
BFA
1810
Beaumont Financial Advisors
Massachusetts
$4.13M +$27.1K +134 +0.7%
LCM
1811
Leisure Capital Management
California
$4.13M -$17.2K -85 -0.4%
FFS
1812
Founders Financial Securities
Maryland
$4.12M +$901K +4,456 +28%
PMA
1813
Prudent Man Advisors
Illinois
$4.12M +$160K +789 +4%
GWMR
1814
GC Wealth Management RIA
Massachusetts
$4.12M +$16K +79 +0.4%
RFA
1815
Resurgent Financial Advisors
Georgia
$4.11M -$143K -706 -3%
RCG
1816
Regatta Capital Group
California
$4.11M +$142K +700 +4%
MC
1817
Mirabaud & Cie
Switzerland
$4.11M -$165K -817 -4%
RL
1818
Ruffer LLP
United Kingdom
$4.1M +$957K +4,729 +30%
FWM
1819
Finer Wealth Management
Massachusetts
$4.09M -$210K -1,036 -5%
MCM
1820
Manchester Capital Management
Vermont
$4.09M +$20K +99 +0.5%
SHFP
1821
Second Half Financial Partners
Florida
$4.08M -$126K -625 -3%
SLT
1822
St Louis Trust
Missouri
$4.08M – – –
SW
1823
StrongBox Wealth
Missouri
$4.08M +$42.9K +212 +1%
WP
1824
WMS Partners
Maryland
$4.08M +$822K +4,063 +25%
JE
1825
JMAC Enterprises
Pennsylvania
$4.08M -$141K -696 -3%
71 72
73
74 75