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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 %
IF
2026
Ironwood Financial
Arizona
$3.19M – – –
REMPR
2027
Roof Eidam Maycock Peralta (REMP)
California
$3.19M +$52.6K +260 +2%
AMIM
2028
Aull & Monroe Investment Management
Alabama
$3.18M -$372K -1,837 -10%
CMTU
2029
Capital Markets Trading (UK)
United Kingdom
$3.16M +$2.07M +10,252 +191%
AIA
2030
Armor Investment Advisors
North Carolina
$3.16M +$113K +558 +4%
PWAM
2031
Pinnacle West Asset Management
Wyoming
$3.15M -$38.4K -190 -1%
SWA
2032
SFMG Wealth Advisors
Texas
$3.15M -$196K -967 -6%
DAM
2033
Delta Asset Management
Tennessee
$3.15M -$42.5K -210 -1%
AGWCA
2034
Annis Gardner Whiting Capital Advisors
Florida
$3.14M +$1.91M +9,452 +155%
KNW
2035
Kesler Norman & Wride
Utah
$3.14M +$677K +3,346 +28%
KP
2036
Keel Point
Alabama
$3.14M +$1.03M +4,969 +49%
MSFS
2037
Main Street Financial Solutions
Pennsylvania
$3.13M +$11.9K +59 +0.4%
CIC
2038
Chilton Investment Company
Connecticut
$3.13M -$18.2K -90 -0.6%
CAS
2039
CTC Alternative Strategies
Illinois
$3.13M +$3.13M +15,490 New
EL
2040
EMFO LLC
Florida
$3.13M +$75.8K +375 +2%
DFA
2041
Delta Financial Advisors
Louisiana
$3.13M +$38.8K +192 +1%
CIA
2042
Cohen Investment Advisors
New Hampshire
$3.13M -$47.1K -325 -1%
ALAM
2043
Asahi Life Asset Management
Japan
$3.12M -$385K -1,903 -11%
LA
2044
LM Advisors
California
$3.12M -$123K -609 -4%
SWM
2045
Segment Wealth Management
Texas
$3.11M -$19.6K -97 -0.6%
ATFA
2046
All Terrain Financial Advisors
Minnesota
$3.11M +$15.4K +76 +0.5%
JWM
2047
Jessup Wealth Management
Ohio
$3.1M +$13.1K +65 +0.4%
HFP
2048
Holistic Financial Partners
Indiana
$3.1M -$71.6K -354 -2%
WCM
2049
Weaver Capital Management
Georgia
$3.09M +$469K +2,320 +18%
VCP
2050
Verus Capital Partners
Arizona
$3.08M +$330K +1,631 +12%
80 81
82
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