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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 %
LWP
2151
LMG Wealth Partners
Louisiana
$2.67M +$5.46K +27 +0.2%
VAG
2152
VisionPoint Advisory Group
Texas
$2.67M +$7.28K +36 +0.3%
YDMI
2153
Y.D. More Investments
Israel
$2.66M -$50.6K -250 -2%
A
2154
AustralianSuper
Australia
$2.66M -$65.4M -323,276 -96%
AFS
2155
Aft Forsyth & Sober
Florida
$2.65M – – –
CMANY
2156
Capital Management Associates (New York)
New York
$2.65M +$490K +2,422 +23%
HNWAG
2157
High Net Worth Advisory Group
Florida
$2.65M +$99.5K +492 +4%
CF
2158
Convergence Financial
Missouri
$2.64M +$2.64M +13,067 New
MCA
2159
Magnolia Capital Advisors
Mississippi
$2.64M -$1.87M -9,231 -41%
CIM
2160
Chapman Investment Management
California
$2.64M -$27.1K -134 -1%
KAS
2161
KPP Advisory Services
Kentucky
$2.64M +$133K +660 +5%
TIA
2162
Traphagen Investment Advisors
New Jersey
$2.62M -$38.4K -190 -1%
NHC
2163
Nicholas Hoffman & Company
Georgia
$2.61M +$9.91K +49 +0.4%
USB
2164
Union Savings Bank
Connecticut
$2.61M -$89.4K -442 -3%
KHLMTHM
2165
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$2.6M – – –
LC
2166
LCNB Corp
Ohio
$2.59M -$40.5K -200 -2%
FWP
2167
Falcon Wealth Planning
California
$2.59M +$72K +356 +3%
QC
2168
Quent Capital
New York
$2.59M +$69.8K +345 +3%
MA
2169
MCF Advisors
Kentucky
$2.59M +$119K +587 +5%
QWP
2170
Quotient Wealth Partners
Texas
$2.58M +$531K +2,626 +26%
BST
2171
Bath Savings Trust
Maine
$2.58M -$8.5K -42 -0.3%
FCA
2172
FinTrust Capital Advisors
South Carolina
$2.58M +$73.4K +363 +3%
ADIM
2173
Alpha DNA Investment Management
Maryland
$2.57M -$2.26M -11,151 -47%
GWM
2174
Greenwich Wealth Management
Connecticut
$2.57M -$60.9K -301 -2%
EG
2175
Ellerson Group
Maryland
$2.56M -$96.7K -478 -4%
85 86
87
88 89