JPM icon

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
Swedbank
Sweden
$858M
2
UBS AM
UBS AM
Illinois
$2.99B
3
Viking Global Investors
Viking Global Investors
Connecticut
$609M
4
Capital Research Global Investors
Capital Research Global Investors
California
$4.04B
5
BlackRock
BlackRock
New York
$40.2B

Top Sellers

1
Capital International Investors
Capital International Investors
California
$7.22B
2
GA
Greenhaven Associates
New York
$1.52M
3
DZ Bank
DZ Bank
Germany
$1.87B
4
Wellington Management Group
Wellington Management Group
Massachusetts
$7.26B
5
Citadel Advisors
Citadel Advisors
Florida
$203M
Name Holding Trade Value Shares
Change 		Shares
Change %
HP
426
Hosking Partners
United Kingdom
$52.4M +$3.08M +15,252 +6%
KB
427
Kimelman & Baird
New York
$52.3M +$52.3M +258,613 New
CTB
428
Country Trust Bank
Illinois
$52M -$390K -1,930 -0.7%
Lazard Asset Management
429
Lazard Asset Management
New York
$51.6M -$10.4M -51,239 -17%
MG
430
Markel Group
Virginia
$51.1M – – –
MIFH
431
Migdal Insurance & Financial Holdings
Israel
$51.1M -$640K -3,167 -1%
DWP
432
Daymark Wealth Partners
Ohio
$50.7M +$1.45M +9,997 +3%
PP
433
Prudential plc
United Kingdom
$50.6M +$11.5M +57,082 +30%
FTF
434
Freedom Together Foundation
New York
$50.5M -$10.1M -50,000 -17%
CIP
435
Cornerstone Investment Partners
Georgia
$50.4M -$9.11M -45,056 -15%
CA
436
Clearstead Advisors
Ohio
$50.3M +$26.5M +130,904 +111%
CAG
437
Crestwood Advisors Group
Massachusetts
$50.3M +$307K +1,518 +0.6%
ZIC
438
ZWJ Investment Counsel
Georgia
$50.3M -$517K -2,554 -1%
ST
439
Sabal Trust
Florida
$50.2M -$2.18M -10,791 -4%
TAM
440
Todd Asset Management
Kentucky
$50.2M +$3.78M +18,685 +8%
FP
441
Foundry Partners
Minnesota
$50.1M +$49.6K +245 +0.1%
ACM
442
Argent Capital Management
Missouri
$50.1M -$685K -3,387 -1%
OPERF
443
Oregon Public Employees Retirement Fund
Oregon
$49.9M -$101K -497 -0.2%
MCI
444
McDonald Capital Investors
California
$49.9M +$51.6K +255 +0.1%
EMPI
445
Elo Mutual Pension Insurance
Finland
$49.7M -$3.76M -18,604 -7%
SCTC
446
Sanibel Captiva Trust Company
Florida
$49.6M +$920K +4,550 +2%
A
447
Allianz
Germany
$49.4M +$826K +4,084 +2%
DWM
448
Destination Wealth Management
California
$49.4M -$2.32M -11,476 -4%
NIM
449
Nexus Investment Management
Ontario, Canada
$49.2M -$3.58M -17,690 -7%
FHA
450
First Horizon Advisors
Tennessee
$49.1M -$314K -1,552 -0.6%
16 17
18
19 20