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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 %
CAM
2301
Cacti Asset Management
Georgia
$2.21M – – –
TAM
2302
Trillium Asset Management
Massachusetts
$2.21M -$99.1K -490 -4%
SLG
2303
Stanley-Laman Group
Pennsylvania
$2.21M +$186K +919 +9%
FF
2304
Farrow Financial
Vermont
$2.21M +$20.4K +101 +0.9%
HBW
2305
Hazlett, Burt & Watson
West Virginia
$2.21M +$22.4K +111 +1%
BFA
2306
Brown Financial Advisors
Ohio
$2.2M +$2.2M +10,900 New
ZB
2307
Zions Bancorporation
Utah
$2.2M -$225K -1,114 -9%
DTC
2308
Davidson Trust Company
Washington
$2.2M -$687K -3,398 -24%
LIM
2309
Letson Investment Management
Georgia
$2.2M -$14.2K -70 -0.6%
WPA
2310
West Paces Advisors
Georgia
$2.19M +$111K +551 +5%
HTHT
2311
Hemenway Trust Hemenway Trust
New Hampshire
$2.19M -$28.5K -141 -1%
SFS
2312
Summit Financial Strategies
Ohio
$2.19M -$78.3K -387 -3%
EB
2313
Emprise Bank
Kansas
$2.19M -$45.1K -223 -2%
Capital Fund Management (CFM)
2314
Capital Fund Management (CFM)
France
$2.19M +$2.19M +10,825 New
GMFG
2315
Greater Midwest Financial Group
Minnesota
$2.19M +$135K +641 +7%
OIM
2316
Oder Investment Management
California
$2.19M -$15.4K -76 -0.7%
LFP
2317
Lakeshore Financial Planning
Michigan
$2.18M +$405 +2 +0%
BWP
2318
BSW Wealth Partners
Colorado
$2.18M -$48.7K -241 -2%
TCWM
2319
Total Clarity Wealth Management
Illinois
$2.18M -$56K -277 -3%
SAI
2320
Savvy Advisors Inc
New York
$2.17M +$718K +3,551 +49%
VIP
2321
Vista Investment Partners
Oklahoma
$2.17M +$21.6K +107 +1%
KMWM
2322
Keudell/Morrison Wealth Management
Oregon
$2.17M -$73.8K -365 -3%
CFM
2323
Catalyst Funds Management
Australia
$2.16M +$2.16M +10,700 New
BCG
2324
Breakwater Capital Group
New Jersey
$2.16M +$242K +1,195 +13%
CWM
2325
Chesapeake Wealth Management
Virginia
$2.16M -$92.6K -458 -4%
91 92
93
94 95