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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 %
AAB
351
ABN AMRO Bank
Netherlands
$72.9M +$4.13M +20,232 +6%
OC
352
Oppenheimer & Co
New York
$72.9M +$2.66M +13,164 +4%
MCM
353
MAI Capital Management
Ohio
$72.2M +$600K +2,968 +0.8%
PWP
354
Principle Wealth Partners
Connecticut
$71.6M -$69.2K -342 -0.1%
CIC
355
Carnegie Investment Counsel
Ohio
$71.2M -$965K -4,773 -1%
BS
356
Banco Santander
Spain
$70.9M +$3.17M +15,697 +5%
GC
357
Guggenheim Capital
Illinois
$70.2M +$3.92M +19,403 +6%
RMDI
358
R.M. Davis Inc
Maine
$69.7M -$626K -3,094 -0.9%
Carson Wealth (CWM LLC)
359
Carson Wealth (CWM LLC)
Nebraska
$69.1M +$2.9M +14,351 +4%
FLPIM
360
F.L. Putnam Investment Management
Massachusetts
$69M +$1.61M +7,973 +2%
Impax Asset Management Group
361
Impax Asset Management Group
United Kingdom
$68.4M -$14.2M -70,221 -17%
SCP
362
Seizert Capital Partners
Michigan
$68.3M -$6.22M -30,740 -8%
DCM
363
Donaldson Capital Management
Indiana
$68M -$1.52M -7,516 -2%
PAG
364
Private Advisor Group
New Jersey
$67M +$111K +550 +0.2%
USAA
365
United Services Automobile Association
Texas
$66.6M -$2.01M -9,916 -3%
Mirae Asset Global ETFs Holdings
366
Mirae Asset Global ETFs Holdings
Hong Kong
$66.4M +$66.4M +328,330 New
HPC
367
HM Payson & Co
Maine
$66M +$16.2M +79,891 +32%
MFIM
368
Mesirow Financial Investment Management
Illinois
$65.7M -$710K -3,510 -1%
QPBE
369
Quintet Private Bank (Europe)
Luxembourg
$65.6M -$10M -42,472 -13%
WIM
370
Waverton Investment Management
United Kingdom
$65.5M +$3.23M +15,956 +5%
SOADOR
371
State of Alaska Department of Revenue
Alaska
$65M -$885K -4,375 -1%
IMPI
372
Ilmarinen Mutual Pension Insurance
Finland
$64.5M -$3.36M -16,600 -5%
WB
373
WesBanco Bank
West Virginia
$64.5M -$967K -4,780 -1%
JEST
374
JTC Employer Solutions Trustee
Jersey
$64.2M -$1.25M -6,200 -2%
MPWT
375
MassMutual Private Wealth & Trust
Connecticut
$63.4M +$99.7K +493 +0.2%
13 14
15
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