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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 %
VCAM
1901
Van Cleef Asset Management
Ohio
$3.74M -$46.3K -229 -1%
JSL
1902
JT Stratford LLC
Georgia
$3.74M -$60.7K -300 -2%
SF
1903
Slagle Financial
Illinois
$3.74M +$155K +767 +4%
MFS
1904
Mattson Financial Services
Michigan
$3.74M +$3.74M +18,490 New
WC
1905
Wynn Capital
Georgia
$3.74M +$69.6K +344 +2%
WPC
1906
White Pine Capital
Minnesota
$3.73M +$41.3K +204 +1%
WA
1907
WP Advisors
California
$3.72M +$21.8K +108 +0.6%
AP
1908
Adero Partners
California
$3.72M +$319K +1,578 +9%
CPW
1909
Cove Private Wealth
New York
$3.72M – – –
OFA
1910
Oak Family Advisors
Illinois
$3.72M +$10.7K +53 +0.3%
EFG
1911
Ethos Financial Group
Pennsylvania
$3.71M +$611 +3 +0%
RFA
1912
Register Financial Advisors
Georgia
$3.71M -$55.8K -276 -1%
CPC
1913
Congress Park Capital
New York
$3.71M -$61.5K -304 -2%
SC
1914
Sawyer & Company
Massachusetts
$3.71M -$52.6K -260 -1%
SFG
1915
Snider Financial Group
Washington
$3.71M -$24.5K -121 -0.7%
TCM
1916
Tandem Capital Management
New Jersey
$3.7M -$9.22K -45 -0.2%
OFS
1917
OneAscent Financial Services
Alabama
$3.7M -$162K -802 -4%
MIM
1918
Moseley Investment Management
Florida
$3.68M +$39.2K +194 +1%
AWM
1919
Aries Wealth Management
Maine
$3.68M +$26.5K +131 +0.7%
GFG
1920
Goldstone Financial Group
Illinois
$3.67M -$8.09K -40 -0.2%
IIC
1921
Integrated Investment Consultants
Michigan
$3.67M – – –
AIM
1922
Aspen Investment Management
Michigan
$3.67M -$59.3K -293 -2%
CB
1923
CNB Bank
Pennsylvania
$3.67M -$443K -2,192 -11%
MIA
1924
MeadowBrook Investment Advisors
Michigan
$3.66M -$16.6K -82 -0.5%
HFBOT
1925
Home Federal Bank of Tennessee
Tennessee
$3.66M +$57K +282 +2%
75 76
77
78 79