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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 %
BA
2276
Birinyi Associates
Connecticut
$2.26M +$202 +1 +0%
AA
2277
Advisory Alpha
Michigan
$2.26M +$225K +1,112 +11%
ACM
2278
Arcataur Capital Management
Wisconsin
$2.26M -$202 -1 -0%
VC
2279
Vicus Capital
Pennsylvania
$2.25M +$39.2K +194 +2%
PL
2280
Perpetual Ltd
Australia
$2.25M -$361K -1,783 -14%
FBT
2281
First Bank & Trust
South Dakota
$2.25M -$335K -1,654 -13%
CB
2282
Centennial Bank
Arkansas
$2.25M -$334K -1,649 -13%
WMP
2283
Wealth Management Partners
Arizona
$2.25M -$19.4K -96 -0.9%
CWA
2284
Canvas Wealth Advisors
Kansas
$2.24M +$69.5K +323 +3%
SWA
2285
Sax Wealth Advisors
New Jersey
$2.24M +$1.01M +4,974 +81%
UCB
2286
United Community Bank
South Carolina
$2.24M -$307K -1,518 -12%
NFA
2287
Northern Financial Advisors
Michigan
$2.24M -$11.7K -58 -0.5%
ICM
2288
IMS Capital Management
Oregon
$2.24M -$27.5K -128 -1%
CP
2289
Canopy Partners
Ohio
$2.24M – – –
DI
2290
Diligent Investors
California
$2.24M +$4.05K +20 +0.2%
BWA
2291
Blodgett Wealth Advisors
California
$2.24M -$202K -997 -8%
NPF
2292
Norris Perne & French
Michigan
$2.23M +$13.8K +68 +0.6%
MCM
2293
Mainstay Capital Management
Michigan
$2.23M +$2.02K +10 +0.1%
6F
2294
626 Financial
Michigan
$2.22M -$50.4K -249 -2%
FPCP
2295
Fort Point Capital Partners
California
$2.22M -$114K -564 -5%
CA
2296
Carson Advisory
Georgia
$2.22M -$76.1K -376 -3%
NME
2297
Notis-McConarty Edward
$2.22M -$164K -810 -7%
CFG
2298
CKW Financial Group
Hawaii
$2.22M -$41.3K -201 -2%
HAIM
2299
Hunter Associates Investment Management
Pennsylvania
$2.22M +$129K +639 +6%
CW
2300
CIC Wealth
Maryland
$2.21M +$55.2K +273 +3%
90 91
92
93 94