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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 %
LWMM
2176
Legacy Wealth Management (Mississippi)
Mississippi
$2.56M – – –
PCM
2177
Pointe Capital Management
Michigan
$2.56M +$13.3K +66 +0.5%
BB
2178
Burford Brothers
Texas
$2.56M +$5.06K +25 +0.2%
PWM
2179
Purus Wealth Management
California
$2.55M +$418K +2,067 +20%
BTWM
2180
Baker Tilly Wealth Management
Wisconsin
$2.55M -$1.2M -5,915 -32%
LCM
2181
LVM Capital Management
Michigan
$2.54M -$108K -533 -4%
PBK
2182
Peoples Bank (Kansas)
Kansas
$2.54M -$27.3K -135 -1%
EBWM
2183
Eagle Bluffs Wealth Management
Missouri
$2.53M +$9.3K +46 +0.4%
1IA
2184
1620 Investment Advisors
Massachusetts
$2.53M +$405 +2 +0%
CW
2185
Channel Wealth
California
$2.52M -$1.14M -5,614 -31%
WDL
2186
Well Done LLC
Michigan
$2.52M -$125K -618 -5%
MHIC
2187
Marble Harbor Investment Counsel
Massachusetts
$2.52M – – –
FRA
2188
Front Row Advisors
California
$2.52M +$42.9K +212 +2%
WCM
2189
Winthrop Capital Management
Indiana
$2.52M -$126K -625 -5%
PH
2190
Pinnacle Holdings
Oklahoma
$2.51M -$22.7K -112 -0.9%
EB
2191
Exchange Bank
California
$2.51M -$26.3K -130 -1%
CA
2192
Cornerstone Advisory
Maryland
$2.51M -$207K -1,022 -8%
ILI
2193
Invesco LLC (Illinois)
Illinois
$2.5M -$55.2K -273 -2%
SSA
2194
South Street Advisors
New York
$2.49M +$3.03K +15 +0.1%
CAM
2195
Cozad Asset Management
Illinois
$2.49M +$611K +3,022 +33%
PWC
2196
PYA Waltman Capital
Tennessee
$2.48M +$208K +1,028 +9%
IWS
2197
Insight Wealth Strategies
California
$2.48M +$41.7K +206 +2%
Aristotle Capital Management
2198
Aristotle Capital Management
California
$2.47M – – –
AWA
2199
Amplius Wealth Advisors
Pennsylvania
$2.46M -$455K -2,250 -16%
AA
2200
Aire Advisors
California
$2.46M +$364K +1,800 +17%
86 87
88
89 90