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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 %
Hudson Bay Capital Management
4151
Hudson Bay Capital Management
Connecticut
– -$20M -100,000 Closed
GCM
4152
Graham Capital Management
Connecticut
– -$18.9M -94,332 Closed
WCA
4153
Waratah Capital Advisors
Ontario, Canada
– -$14.2M -70,958 Closed
NO
4154
Ninety One
South Africa
– -$10.9M -54,312 Closed
GCM
4155
Genus Capital Management
British Columbia, Canada
– -$10.3M -51,286 Closed
EAM
4156
Exane Asset Management
France
– -$9.04M -45,142 Closed
ECM
4157
ExodusPoint Capital Management
New York
– -$8.65M -43,159 Closed
OC
4158
Optimas Capital
Hong Kong
– -$8.31M -41,500 Closed
QFA
4159
Quattro Financial Advisors
Texas
– -$8.01M -40,000 Closed
SPS
4160
Susquehanna Portfolio Strategies
Pennsylvania
– -$6.67M -33,300 Closed
AWA
4161
Arete Wealth Advisors
Illinois
– -$6.62M -33,088 Closed
LOAMU
4162
Lombard Odier Asset Management (USA)
New York
– -$6.03M -30,100 Closed
EW
4163
Evoke Wealth
California
– -$5.18M -25,844 Closed
TC
4164
Torno Capital
Massachusetts
– -$5.01M -25,000 Closed
ARC
4165
Advisor Resource Council
Texas
– -$3.67M -21,571 Closed
WIM
4166
Weitz Investment Management
Nebraska
– -$4.11M -20,500 Closed
NL
4167
NWAM LLC
Washington
– -$3.71M -19,240 Closed
ET
4168
Entropy Technologies
New York
– -$3.54M -17,686 Closed
LAS
4169
Lloyd Advisory Services
Georgia
– -$3.25M -16,250 Closed
ACM
4170
Advent Capital Management
New York
– -$3M -15,000 Closed
AA
4171
Altman Advisors
Illinois
– -$2.86M -14,365 Closed
LCAM
4172
London & Capital Asset Management
United Kingdom
– -$2.18M -10,882 Closed
ACM
4173
Ategra Capital Management
Virginia
– -$1.71M -8,545 Closed
AGA
4174
Accuvest Global Advisors
Utah
– -$1.69M -8,428 Closed
TCA
4175
Troluce Capital Advisors
Puerto Rico
– -$1.68M -8,400 Closed
165 166
167
168 169