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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 %
BHA
1851
Beech Hill Advisors
New York
$3.97M -$28.1K -139 -0.7%
GP
1852
Greenline Partners
New York
$3.96M -$2.66M -12,928 -40%
APIM
1853
Agate Pass Investment Management
Washington
$3.95M -$107K -527 -3%
PSB
1854
Piscataqua Savings Bank
New Hampshire
$3.94M -$22.7K -112 -0.6%
SAM
1855
Sawgrass Asset Management
Florida
$3.93M -$93K -460 -2%
ODG
1856
O'Dell Group
Ohio
$3.93M – – –
OC
1857
Opinicus Capital
Florida
$3.93M +$69K +341 +2%
PWA
1858
Phoenix Wealth Advisors
North Carolina
$3.92M -$89.6K -443 -2%
HCM
1859
Huber Capital Management
California
$3.91M – – –
FUBT
1860
First United Bank & Trust
Maryland
$3.9M -$47.3K -234 -1%
RWM
1861
RKL Wealth Management
Pennsylvania
$3.9M -$94.1K -465 -2%
LCM
1862
Landscape Capital Management
New Jersey
$3.9M +$3.9M +19,275 New
HIC
1863
Harvey Investment Company
Kentucky
$3.9M – – –
CCG
1864
Ceeto Capital Group
Florida
$3.9M +$1.21K +6 +0%
IP
1865
Intellectus Partners
California
$3.9M -$454K -2,243 -10%
GIM
1866
Gold Investment Management
Alberta, Canada
$3.89M -$14.2K -70 -0.4%
RIA
1867
Realta Investment Advisors
Delaware
$3.89M +$116K +573 +3%
HBT
1868
Heartland Bank & Trust
Illinois
$3.88M +$24.5K +121 +0.6%
TIA
1869
Tiemann Investment Advisors
California
$3.88M -$47.5K -235 -1%
MA
1870
MONECO Advisors
Connecticut
$3.88M -$79.1K -391 -2%
PWCM
1871
Processus Wealth & Capital Management
Tennessee
$3.88M +$22.7K +112 +0.6%
BC
1872
Burney Company
Virginia
$3.88M -$103K -507 -3%
MFA
1873
Mayflower Financial Advisors
Massachusetts
$3.87M -$199K -984 -5%
CS
1874
Crescent Sterling
Louisiana
$3.86M -$251K -1,240 -6%
MTIC
1875
Missouri Trust & Investment Company
Missouri
$3.86M +$539K +2,665 +16%
73 74
75
76 77