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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 %
PP
1951
Pegasus Partners
Wisconsin
$3.51M -$58.7K -290 -2%
FWM
1952
Forza Wealth Management
Florida
$3.49M +$10.7K +53 +0.3%
CA
1953
Continuum Advisory
Idaho
$3.49M +$32.6K +161 +0.9%
SPC
1954
Spirepoint Private Client
Florida
$3.49M +$799K +3,952 +30%
RMAM
1955
Raab & Moskowitz Asset Management
New Jersey
$3.49M -$353K -1,743 -9%
AAM
1956
Aureus Asset Management
Massachusetts
$3.48M -$316K -1,560 -8%
SFA
1957
Source Financial Advisors
New York
$3.48M -$94.7K -468 -3%
PWG
1958
Portside Wealth Group
Utah
$3.47M -$461K -2,279 -12%
AO
1959
Advisor OS
Illinois
$3.47M -$261K -1,291 -7%
VBCG
1960
Valley Brook Capital Group
Pennsylvania
$3.47M -$1.1M -5,444 -24%
BMC
1961
Benin Management Corp
Connecticut
$3.46M +$27.7K +137 +0.8%
CG
1962
Cynosure Group
Utah
$3.46M +$196K +969 +6%
ITC
1963
Inspire Trust Company
Nevada
$3.46M +$1.39M +6,864 +67%
PFSC
1964
Peoples Financial Services Corp
Pennsylvania
$3.45M -$198K -979 -5%
PWPS
1965
Pinnacle Wealth Planning Services
Ohio
$3.43M -$193K -956 -5%
NL
1966
NVWM LLC
Pennsylvania
$3.43M -$774K -3,826 -18%
VRM
1967
Vectors Research Management
New York
$3.43M -$115K -570 -3%
BC
1968
Belmont Capital
California
$3.43M +$1.87M +9,257 +121%
MWA
1969
Moser Wealth Advisors
Washington
$3.43M -$40.5K -200 -1%
JGCM
1970
Joseph Group Capital Management
Ohio
$3.42M +$217K +1,074 +7%
CPBTD
1971
Central Pacific Bank - Trust Division
Hawaii
$3.42M -$200K -991 -6%
CCM
1972
Condor Capital Management
New Jersey
$3.41M -$153K -756 -4%
GPFA
1973
Game Plan Financial Advisors
Ohio
$3.41M -$182K -900 -5%
BIG
1974
Brooklyn Investment Group
New York
$3.41M – – –
FBT
1975
First Bankers Trust
Kentucky
$3.39M -$40.7K -201 -1%
77 78
79
80 81