JPM icon

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 %
NG
1976
Norden Group
Utah
$3.39M -$427K -2,113 -11%
MC
1977
Marest Capital
California
$3.38M +$20.4K +101 +0.6%
SGC
1978
Slocum, Gordon & Co
Rhode Island
$3.37M +$3.84K +19 +0.1%
Group One Trading
1979
Group One Trading
Illinois
$3.37M -$17.8M -87,993 -84%
GEA
1980
Glen Eagle Advisors
New Jersey
$3.35M -$518K -2,563 -13%
FCCM
1981
First City Capital Management
Georgia
$3.35M -$38.2K -189 -1%
DA
1982
Dillon & Associates
Michigan
$3.34M – – –
TCPG
1983
Trivant Custom Portfolio Group
California
$3.34M -$66.1K -327 -2%
KM
1984
KP Management
Minnesota
$3.34M – – –
IFWM
1985
Institute for Wealth Management
Colorado
$3.34M +$158K +783 +5%
BBNA
1986
Bremer Bank National Association
Minnesota
$3.34M -$64.7K -320 -2%
DWM
1987
Diversify Wealth Management
Utah
$3.34M +$3.34M +17,128 New
WC
1988
Waterloo Capital
Texas
$3.34M -$134K -663 -4%
ACM
1989
AlphaStar Capital Management
North Carolina
$3.33M +$363K +1,794 +12%
DR
1990
Davis Rea
Ontario, Canada
$3.32M -$525K -2,597 -14%
CV
1991
Counterweight Ventures
North Carolina
$3.31M +$161K +794 +5%
CPA
1992
Court Place Advisors
Maryland
$3.31M +$220K +1,087 +7%
EFSCE
1993
Enterprise Financial Services Corp (EFSC)
Missouri
$3.3M -$36.8K -182 -1%
LIM
1994
Loudon Investment Management
New Hampshire
$3.3M – – –
WA
1995
Wealth Alliance
New York
$3.29M +$25.3K +125 +0.8%
CPIA
1996
Cornell Pochily Investment Advisors
New York
$3.29M +$41.5K +205 +1%
TA
1997
Townsend & Associates
Colorado
$3.29M -$86.2K -406 -3%
NPP
1998
New Potomac Partners
Maryland
$3.29M -$228K -1,127 -6%
MC
1999
Martin & Co
Tennessee
$3.29M -$27.9K -138 -0.8%
BCA
2000
Bay Colony Advisors
Massachusetts
$3.28M +$56.4K +279 +2%
78 79
80
81 82