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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 %
KF
2051
KKM Financial
Illinois
$3.08M +$22.4K +112 +0.7%
TSS
2052
Two Sigma Securities
New York
$3.08M +$2.7M +13,339 +715%
PMFA
2053
Plante Moran Financial Advisors
Michigan
$3.08M +$96.1K +475 +3%
AW
2054
Alaethes Wealth
Nevada
$3.07M -$15.6K -77 -0.5%
AWM
2055
Aberdeen Wealth Management
Illinois
$3.07M -$58.9K -291 -2%
SIC
2056
Sterling Investment Counsel
New York
$3.07M +$71.6K +354 +2%
CA
2057
Continental Advisors
Utah
$3.06M – – –
KF
2058
Krilogy Financial
Missouri
$3.06M -$155K -765 -5%
RAM
2059
Ramirez Asset Management
New York
$3.06M – – –
I
2060
INVST
Indiana
$3.05M +$332K +1,614 +12%
NBT
2061
Northwest Bank & Trust
Iowa
$3.04M -$57.2K -283 -2%
BCFD
2062
Boit C.F. David
$3.04M -$319K -1,578 -9%
BL
2063
Bleichroeder LP
New York
$3.03M -$3.03M -15,000 -50%
WCM
2064
Weik Capital Management
Pennsylvania
$3.03M -$10.1K -50 -0.3%
CWA
2065
Consilium Wealth Advisory
Texas
$3.03M +$374K +1,851 +14%
HVP
2066
Hudson Value Partners
Florida
$3.03M -$306K -1,513 -9%
NCM
2067
Next Capital Management
New York
$3.02M -$120K -592 -4%
GAM
2068
Grandview Asset Management
Pennsylvania
$3.01M -$16.2K -80 -0.5%
SN
2069
Sittner & Nelson
Oregon
$3.01M +$11.1K +55 +0.4%
GI
2070
GS Investments
Minnesota
$3M +$202 +1 +0%
LAIC
2071
Lederer & Associates Investment Counsel
California
$3M -$243K -1,200 -7%
PHS
2072
Pekin Hardy Strauss
Illinois
$2.99M +$182K +900 +6%
FDS
2073
First Dallas Securities
Texas
$2.98M +$14K +69 +0.5%
LCM
2074
Legato Capital Management
California
$2.98M -$1.36M -6,745 -31%
FFG
2075
Fortem Financial Group
California
$2.96M -$48.3K -239 -2%
81 82
83
84 85