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JPMorgan Chase
JPM

Overview Fund Activity

4,132 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, 1,715 increasing their positions, 1,799 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,132
Holders Change
+57
Holders Change %
+1.4%
% of All Funds
60.11%
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
1,715
Reduced
1,799
Closed
88
Calls
$7.24B
Puts
$9.01B
Net Calls
-$1.77B
Net Calls Change
-$913M

Top Buyers

1
Swedbank
1
Swedbank
Sweden
$858M
2
UBS AM
2
UBS AM
Illinois
$2.99B
3
Viking Global Investors
3
Viking Global Investors
Connecticut
$609M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$4.04B
5
BlackRock
5
BlackRock
New York
$40.2B

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$7.22B
2
GA
2
Greenhaven Associates
New York
$1.52M
3
DZ Bank
3
DZ Bank
Germany
$1.87B
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$7.26B
5
Citadel Advisors
5
Citadel Advisors
Florida
$203M
Name Holding Trade Value Shares
Change 		Shares
Change %
Man Group
226
Man Group
United Kingdom
$148M +$76.2M +376,714 +107%
WF
227
Welch & Forbes
Massachusetts
$146M -$1.7M -8,235 -1%
Millennium Management
228
Millennium Management
New York
$146M +$4.29M +21,209 +3%
CAPTRUST Financial Advisors
229
CAPTRUST Financial Advisors
North Carolina
$146M +$34.8K +172 +0%
SIG
230
Stonegate Investment Group
Alabama
$146M +$1.12M +5,520 +0.8%
CF
231
Corebridge Financial
Texas
$144M +$144M +711,658 New
ProShare Advisors
232
ProShare Advisors
Maryland
$143M +$6.73M +33,293 +5%
GIA
233
Gateway Investment Advisers
Ohio
$142M -$647K -3,198 -0.5%
D.E. Shaw & Co
234
D.E. Shaw & Co
New York
$142M +$57.8M +285,668 +69%
KAS
235
Kestra Advisory Services
Texas
$137M +$32.5M +160,570 +31%
FRAF
236
Första AP-fonden
Sweden
$136M -$11.5M -57,100 -8%
N
237
Natixis
France
$136M +$459K +2,268 +0.3%
EWM
238
Evercore Wealth Management
New York
$134M +$6.72M +33,218 +5%
SMDAM
239
Sumitomo Mitsui DS Asset Management
Japan
$132M +$2.26M +11,166 +2%
MSV
240
MN Services Vermogensbeheer
Netherlands
$132M -$6.03M -29,800 -4%
EWA
241
EP Wealth Advisors
California
$131M +$1.74M +8,621 +1%
WT
242
Whittier Trust
California
$129M +$1.38M +6,844 +1%
PI
243
PineBridge Investments
New York
$129M -$21.9M -108,248 -15%
SA
244
Sanctuary Advisors
Indiana
$129M +$129M +664,778 New
ASC
245
Atalanta Sosnoff Capital
New York
$128M -$5.85M -28,927 -4%
COPPSERS
246
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$128M -$788K -3,896 -0.6%
PGFC
247
Peapack-Gladstone Financial Corp
New Jersey
$127M -$1.22M -6,038 -0.9%
PFP
248
Pinnacle Financial Partners
Tennessee
$127M -$938K -4,657 -0.7%
OAM
249
Oppenheimer Asset Management
New York
$124M +$16.2M +80,338 +15%
AQR Capital Management
250
AQR Capital Management
Connecticut
$122M -$44.2M -220,895 -27%
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