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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 %
WTC
376
WhitTier Trust Company
Nevada
$62.7M -$91.6K -453 -0.1%
WG
377
Welch Group
Alabama
$62.5M -$1.21M -5,974 -2%
BMSSC
378
B. Metzler seel. Sohn & Co
Germany
$62.4M -$7.93M -39,227 -11%
Dodge & Cox
379
Dodge & Cox
California
$62.3M -$2.56M -12,650 -4%
AAS
380
Avantax Advisory Services
Texas
$62.2M +$22.6M +111,693 +57%
SF
381
Synovus Financial
Georgia
$62.2M -$769K -3,801 -1%
FT
382
Fiduciary Trust
Massachusetts
$62.1M +$807K +3,991 +1%
Lido Advisors
383
Lido Advisors
California
$62M +$14.1M +69,900 +30%
MIH
384
Meitav Investment House
Israel
$61.7M -$13.8M -68,087 -18%
ADEF
385
Adams Diversified Equity Fund
Maryland
$61.6M – – –
SFI
386
Susquehanna Fundamental Investments
Pennsylvania
$61.4M +$25.6M +126,500 +71%
NW
387
NewEdge Wealth
Pennsylvania
$61.2M +$1.35M +6,679 +2%
AA
388
Ancora Advisors
Ohio
$60.9M -$571K -2,825 -0.9%
CFG
389
Citizens Financial Group
Rhode Island
$60.9M +$24.5M +121,186 +67%
CVA
390
Ceredex Value Advisors
Florida
$60.5M +$6.26M +30,938 +12%
MHI
391
Miller Howard Investments
New York
$60.4M -$1.36M -6,738 -2%
BF
392
BOK Financial
Oklahoma
$60.2M -$1.19M -5,888 -2%
BPWM
393
Badgley Phelps Wealth Managers
Washington
$60M +$432K +2,136 +0.7%
ATC
394
Argent Trust Co
Tennessee
$59.4M +$123K +607 +0.2%
BIP
395
Brandes Investment Partners
California
$59M -$13.2M -65,220 -18%
AIM
396
Achmea Investment Management
Netherlands
$58.8M +$10.3M +50,993 +21%
MHC
397
Meyer Handelman Company
New York
$58.6M +$1.23M +6,090 +2%
AAP
398
Aristotle Atlantic Partners
Florida
$58.5M -$5.18M -25,606 -8%
NC
399
Nicholas Company
Wisconsin
$58.5M -$18.8M -93,125 -24%
PI
400
PGGM Investments
Netherlands
$58.5M +$2.39M +11,803 +4%
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16
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