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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 %
APA
2076
Astoria Portfolio Advisors
New York
$2.95M +$24.5K +121 +0.8%
SPI
2077
Sutton Place Investors
New York
$2.95M -$1.65M -8,134 -36%
BI
2078
Ballast Inc
Kentucky
$2.95M +$70K +346 +2%
LIA
2079
LS Investment Advisors
Michigan
$2.95M +$17.8K +88 +0.6%
GGA
2080
Granite Group Advisors
Connecticut
$2.94M -$24.3K -120 -0.8%
MLA
2081
MB, Levis & Associates
Pennsylvania
$2.93M +$5.66K +28 +0.2%
WEG
2082
World Equity Group
Illinois
$2.92M -$775K -3,831 -21%
JHCP
2083
Jackson Hole Capital Partners
Oklahoma
$2.91M – – –
UAG
2084
United Advisor Group
Ohio
$2.91M +$318K +1,571 +12%
AIMCA
2085
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.91M -$12.5M -61,700 -81%
BCM
2086
Boltwood Capital Management
California
$2.91M -$228K -1,125 -7%
WAG
2087
Winthrop Advisory Group
Massachusetts
$2.91M -$2.23K -11 -0.1%
AWM
2088
Aprio Wealth Management
Georgia
$2.91M +$85.8K +424 +3%
BFA
2089
Benedict Financial Advisors
Georgia
$2.91M -$17.4K -86 -0.6%
KWM
2090
Keebeck Wealth Management
Illinois
$2.9M -$1.21M -6,001 -29%
KJWM
2091
Kiley Juergens Wealth Management
Washington
$2.9M +$104K +513 +4%
MCM
2092
Monument Capital Management
Virginia
$2.9M +$378K +1,868 +15%
JWM
2093
Jeppson Wealth Management
California
$2.9M -$1.82K -9 -0.1%
AWC
2094
Abundance Wealth Counselors
Pennsylvania
$2.89M -$313K -1,547 -10%
GG
2095
Gleason Group
Kentucky
$2.89M -$240K -1,185 -8%
EAM
2096
Empirical Asset Management
Massachusetts
$2.89M +$586K +4,488 +25%
RWS
2097
Resolute Wealth Strategies
Mississippi
$2.88M +$11.5K +57 +0.4%
HCCM
2098
Hudson Canyon Capital Management
New York
$2.87M -$390K -1,930 -12%
FCFC
2099
First Commonwealth Financial Corp
Pennsylvania
$2.87M -$96.3K -476 -3%
AI
2100
Accredited Investors
Minnesota
$2.87M +$135K +667 +5%
82 83
84
85 86