JPM icon

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 %
PIA
2426
Pinion Investment Advisors
Kansas
$1.92M +$15.2K +75 +0.8%
PIA
2427
Perennial Investment Advisors
California
$1.92M +$82.1K +406 +4%
CG
2428
Clarus Group
Texas
$1.91M +$119K +586 +7%
SCA
2429
Sandy Cove Advisors
Massachusetts
$1.91M +$3.64K +18 +0.2%
CASB
2430
Cape Ann Savings Bank
Massachusetts
$1.91M -$57.6K -285 -3%
CCS
2431
Concentric Capital Strategies
Connecticut
$1.91M -$6.46M -31,956 -77%
KLWA
2432
Kelly Lawrence W & Associates
California
$1.9M – – –
HWM
2433
Hemington Wealth Management
Virginia
$1.9M +$39.2K +194 +2%
FWA
2434
FSM Wealth Advisors
Ohio
$1.9M +$17.6K +87 +0.9%
RTC
2435
Riverview Trust Company
Washington
$1.9M -$1.37M -6,755 -42%
BCM
2436
BluePath Capital Management
Georgia
$1.89M +$254K +1,255 +15%
PSB
2437
Passumpsic Savings Bank
Vermont
$1.89M -$645K -3,188 -25%
KFA
2438
Kapstone Financial Advisors
Ohio
$1.89M +$45.9K +227 +2%
PCS
2439
Personal CFO Solutions
New Jersey
$1.89M -$23.1K -114 -1%
WFI
2440
West Family Investments
California
$1.89M – – –
AC
2441
Allstate Corporation
Illinois
$1.89M +$1.62K +8 +0.1%
OPOWM
2442
One Plus One Wealth Management
Florida
$1.88M +$414K +2,047 +28%
MTWM
2443
Masso Torrence Wealth Management
New Jersey
$1.88M +$53.6K +265 +3%
CC
2444
Callan Capital
California
$1.88M +$275K +1,362 +17%
LCM
2445
Lazari Capital Management
California
$1.87M +$368K +1,820 +24%
JF
2446
JSF Financial
California
$1.87M -$38.8K -192 -2%
OCM
2447
Orion Capital Management
California
$1.86M -$50.6K -250 -3%
EFM
2448
Eley Financial Management
Vermont
$1.86M -$35.2K -174 -2%
AC
2449
Apella Capital
Connecticut
$1.86M +$181K +873 +11%
CFG
2450
Cooper Financial Group
California
$1.85M +$95.9K +474 +5%
96 97
98
99 100