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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 %
FFM
401
Fullerton Fund Management
Singapore
$58.2M +$57.6M +284,639 +8,481%
RCM
402
Rokos Capital Management
United Kingdom
$58.2M +$14.1M +69,585 +32%
AF
403
Allworth Financial
California
$58.2M +$40.2M +191,645 +223%
VPIM
404
Vanguard Personalized Indexing Management
California
$58.1M +$6.69M +33,567 +13%
Jones Financial Companies
405
Jones Financial Companies
Missouri
$58.1M +$23.5M +116,387 +68%
CS
406
Cannell & Spears
New York
$57.9M -$431K -2,133 -0.7%
SI
407
Stephens Inc
Arkansas
$57.8M +$2.48M +12,240 +4%
KPWS
408
Kestra Private Wealth Services
Texas
$57M +$7.82M +38,669 +16%
Vontobel Holding
409
Vontobel Holding
Switzerland
$57M -$4.35M -21,527 -7%
SC
410
Searle & Co
Connecticut
$56.8M +$3.84M +18,975 +7%
TAM
411
Tocqueville Asset Management
New York
$56.8M -$519K -2,565 -0.9%
RMA
412
Roffman Miller Associates
Pennsylvania
$56.3M -$631K -3,118 -1%
NSIM
413
North Star Investment Management
Illinois
$56.2M -$2.83M -14,015 -5%
CIS
414
Capital International Sarl
California
$55.9M +$1.95M +9,654 +4%
IG
415
ING Group
Netherlands
$55.7M -$18.1M -89,269 -24%
AI
416
Atria Investments
North Carolina
$55.6M +$1.28M +6,348 +2%
Wealthfront Advisers
417
Wealthfront Advisers
California
$54.8M +$1.23M +6,103 +2%
BIAS
418
Beacon Investment Advisory Services
New Jersey
$54.7M -$144K -713 -0.3%
IC
419
IEQ Capital
California
$54.7M +$3.39M +16,765 +7%
AAF
420
Andra AP-fonden
Sweden
$54.6M +$24.6M +121,800 +82%
DRZID
421
DePrince Race & Zollo Inc (DRZ)
Florida
$53.7M -$3.21M -15,864 -6%
SFA
422
Sequoia Financial Advisors
Ohio
$53.7M -$1.96M -9,668 -4%
IGAM
423
iA Global Asset Management
Quebec, Canada
$53.5M -$32.6M -160,951 -38%
CLGM
424
Capitolis Liquid Global Markets
New York
$53.1M -$62.2M -307,500 -54%
MPM
425
MBB Public Markets
Illinois
$52.7M +$35.5M +175,698 +207%
15 16
17
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