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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 %
BFW
2101
Brady Family Wealth
Missouri
$2.87M -$216K -1,070 -7%
PCP
2102
Proficio Capital Partners
Massachusetts
$2.86M +$53.2K +263 +2%
OP
2103
ORG Partners
Indiana
$2.86M +$2.61M +12,680 +1,041%
RA
2104
Rockingstone Advisors
Massachusetts
$2.86M +$43.1K +213 +2%
LI
2105
Lafayette Investments
Maryland
$2.86M -$2.02K -10 -0.1%
FFA
2106
Fragasso Financial Advisors
Pennsylvania
$2.85M -$144K -712 -5%
AWM
2107
Angeles Wealth Management
California
$2.85M +$451K +2,228 +19%
SIM
2108
Sentry Investment Management
Wisconsin
$2.85M +$162K +803 +6%
GC
2109
Guardian Capital
Ontario, Canada
$2.85M +$13.1K +65 +0.5%
TLCM
2110
Twin Lakes Capital Management
California
$2.84M +$1.82K +9 +0.1%
RCA
2111
Ranch Capital Advisors
Florida
$2.84M +$142K +704 +5%
SIA
2112
Sage Investment Advisers
New York
$2.84M -$319K -1,578 -10%
IIL
2113
Insight Inv LLC
California
$2.84M – – –
HIC
2114
Hartline Investment Corp
Illinois
$2.84M -$393K -1,945 -12%
Verition Fund Management
2115
Verition Fund Management
Connecticut
$2.84M -$1.75M -8,668 -38%
MA
2116
MJP Associates
Connecticut
$2.82M -$131K -647 -4%
KA
2117
KLCM Advisors
Wisconsin
$2.82M -$33.8K -167 -1%
EWA
2118
Etesian Wealth Advisors
Oregon
$2.81M -$5.66K -28 -0.2%
OCM
2119
Orleans Capital Management
Louisiana
$2.81M -$57.6K -285 -2%
FFO
2120
Fiduciary Family Office
Florida
$2.81M -$357K -1,767 -11%
WHC
2121
Wulff, Hansen & Co
California
$2.8M -$28.7K -142 -1%
BFIC
2122
Bedell Frazier Investment Counselling
California
$2.79M +$30.9K +153 +1%
BCM
2123
Birmingham Capital Management
Alabama
$2.79M -$160K -790 -5%
CHJWM
2124
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.78M -$15.3K -71 -0.5%
SWMP
2125
Signature Wealth Management Partners
New Jersey
$2.78M -$12.3K -61 -0.4%
83 84
85
86 87