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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 %
EAM
1876
EULAV Asset Management
Florida
$3.84M -$606K -2,998 -14%
HW
1877
Hedeker Wealth
Illinois
$3.84M -$77.5K -383 -2%
TCPW
1878
Twin City Private Wealth
North Carolina
$3.83M +$11.5K +57 +0.3%
CH
1879
Canton Hathaway
Rhode Island
$3.83M – – –
IAS
1880
Investment Advisory Services
Texas
$3.83M -$18K -89 -0.5%
MIM
1881
Miller Investment Management
Pennsylvania
$3.83M – – –
IP
1882
Investment Partners
Ohio
$3.83M -$2.43K -12 -0.1%
TP
1883
Tranquility Partners
Tennessee
$3.83M +$150K +744 +4%
OAM
1884
Oak Asset Management
California
$3.83M -$5.06K -25 -0.1%
BHBT
1885
Burke & Herbert Bank & Trust
Virginia
$3.82M +$2.69M +13,318 +239%
ATWA
1886
Arbor Trust Wealth Advisors
Michigan
$3.81M +$1.62K +8 +0%
HH
1887
HWG Holdings
Texas
$3.8M +$3.8M +18,806 New
SDWIA
1888
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3.8M +$30.9K +153 +0.8%
CA
1889
Claar Advisors
New York
$3.8M -$4.05M -20,000 -52%
CCA
1890
Criterion Capital Advisors
Tennessee
$3.8M -$8.5K -42 -0.2%
GWM
1891
Graybill Wealth Management
Illinois
$3.79M -$23.5K -116 -0.6%
JF
1892
Jump Financial
Illinois
$3.79M -$1.23M -6,097 -25%
KS
1893
Karpas Strategies
Connecticut
$3.78M +$7.28K +36 +0.2%
RP
1894
Raelipskie Partnership
Ontario, Canada
$3.78M -$34.4K -170 -0.9%
EHC
1895
Everett Harris & Co
California
$3.77M +$174K +859 +5%
WFAG
1896
Worth Financial Advisory Group
North Carolina
$3.77M +$76.1K +376 +2%
CBT
1897
Central Bank & Trust
Kentucky
$3.76M +$252K +1,246 +7%
BDS
1898
Banco de Sabadell
Florida
$3.76M -$71.8K -355 -2%
CFP
1899
Catalyst Financial Partners
Massachusetts
$3.76M +$460K +2,272 +14%
TFA
1900
Trinity Financial Advisors
Ohio
$3.75M -$86.6K -428 -2%
74 75
76
77 78