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JPMorgan Chase
JPM

Overview Fund Activity

4,133 hedge funds and large institutions have $415B invested in JPMorgan Chase in 2024 Q2 according to their latest regulatory filings, with 202 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
4,133
Holders Change
+58
Holders Change %
+1.42%
% 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
202
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 %
Pathstone Holdings
301
Pathstone Holdings
New Jersey
$92M +$526K +2,601 +0.6%
IMC Chicago
302
IMC Chicago
Illinois
$91.3M +$91.3M +451,442 New
MSE
303
MUFG Securities EMEA
United Kingdom
$91M +$91M +449,999 New
FCI
304
Financial Counselors Inc
Kansas
$91M -$1.49M -7,376 -2%
SG Americas Securities
305
SG Americas Securities
New York
$89.3M +$12.8M +63,312 +17%
ACM
306
Advisors Capital Management
New Jersey
$89M +$913K +4,513 +1%
AWM
307
AE Wealth Management
Kansas
$88.9M +$15.1M +74,706 +20%
CB
308
Cooke & Bieler
Pennsylvania
$88.5M -$3.63M -17,947 -4%
SYBT
309
Stock Yards Bank & Trust
Kentucky
$88.3M -$2.87M -14,204 -3%
MNA
310
Manning & Napier Advisors
New York
$87.7M +$87.7M +433,384 New
GF
311
Gabelli Funds
New York
$87.2M -$1.43M -7,075 -2%
BMO
312
Beck Mack & Oliver
New York
$87M +$98.1K +485 +0.1%
OIAM
313
OFI Invest Asset Management
France
$86.7M -$388K -2,055 -0.4%
GT
314
Glenview Trust
Kentucky
$85.2M +$51.6K +255 +0.1%
Daiwa Securities Group
315
Daiwa Securities Group
Japan
$85M +$10.1M +49,937 +13%
BAM
316
Berkshire Asset Management
Pennsylvania
$84.9M +$4.24M +20,945 +5%
YCM
317
Yousif Capital Management
Michigan
$84.7M -$2.34M -11,546 -3%
PNC
318
Park National Corp
Ohio
$84.6M -$5.59M -27,640 -6%
X
319
Xponance
Pennsylvania
$84.1M -$6.53M -32,301 -7%
DADC
320
D.A. Davidson & Co
Montana
$82.9M +$280K +1,383 +0.3%
BTCPP
321
Border to Coast Pensions Partnership
United Kingdom
$82.7M -$2.95M -14,563 -3%
RWP
322
RWA Wealth Partners
Massachusetts
$82.4M -$1.05M -5,209 -1%
CRC
323
Curi RMB Capital
Illinois
$82.2M -$5.87M -29,041 -7%
HF
324
HRT Financial
New York
$82.2M +$56.8M +280,732 +223%
ATN
325
AMF Tjänstepension
Sweden
$81.8M -$114M -562,360 -58%
11 12
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