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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 201 funds opening new positions, 1,716 increasing their positions, 1,799 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,133
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
1,716
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 %
BAMF
326
BI Asset Management Fondsmaeglerselskab
Denmark
$81.6M +$1.1M +5,439 +1%
EOJOAM
327
E. Ohman J:or Asset Management
Sweden
$81.5M -$587K -2,900 -0.7%
GPA
328
Guidance Point Advisors
Massachusetts
$81.3M +$1.62K +8 +0%
HR
329
Hardy Reed
Mississippi
$81.1M +$3.69M +18,252 +5%
ABC
330
Associated Banc-Corp
Wisconsin
$80.5M +$186K +921 +0.2%
GAM
331
Groupama Asset Management
France
$80.5M +$1.54M +7,618 +2%
BPA
332
Beacon Pointe Advisors
California
$79.9M -$2.02M -9,996 -2%
NYLIM
333
New York Life Investment Management
New York
$79.7M -$104K -515 -0.1%
PWLP
334
Prio Wealth Limited Partnership
Massachusetts
$79.7M -$9.77M -48,304 -11%
CFB
335
Cullen/Frost Bankers
Texas
$79.4M -$1.85M -9,170 -2%
MOACM
336
Mutual of America Capital Management
New York
$79.4M -$1.05M -5,180 -1%
BCM
337
Becker Capital Management
Oregon
$79M -$869K -4,294 -1%
UCFA
338
United Capital Financial Advisors
Texas
$78.4M -$12.2M -60,175 -13%
MGP
339
M&G plc
United Kingdom
$78.2M -$14.9M -73,530 -16%
TH
340
TCTC Holdings
Texas
$77.9M -$681K -3,369 -0.9%
Grantham, Mayo, Van Otterloo & Co (GMO)
341
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$77.3M -$2.64M -13,072 -3%
CPSAC
342
Chas P. Smith & Associates (CPS)
Florida
$77M -$1.5M -7,438 -2%
GCIM
343
Gunn & Company Investment Management
Florida
$77M +$70.6M +348,810 +1,088%
GFI
344
Global Frontier Investments
South Carolina
$76.7M – – –
VDI
345
Vaughan David Investments
Illinois
$74.7M -$1.22M -6,044 -2%
WPC
346
Waters Parkerson & Co
Louisiana
$74.1M -$1.52M -7,527 -2%
ESBC
347
E.S. Barr & Co
Kentucky
$73.8M -$45.4M -224,634 -38%
RCM
348
RNC Capital Management
California
$73.6M +$3.07M +15,191 +4%
RJT
349
Raymond James Trust
Florida
$73.5M +$457K +2,259 +0.6%
Envestnet Portfolio Solutions
350
Envestnet Portfolio Solutions
Illinois
$73.3M -$1.25M -6,184 -2%
12 13
14
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