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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
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 %
MWM
451
Modera Wealth Management
New Jersey
$49M -$1.43M -7,092 -3%
MME
452
Meag Munich Ergo
Germany
$48.9M +$5.09M +25,169 +12%
CI
453
Cambiar Investors
Colorado
$48.8M -$715K -3,533 -1%
BB
454
Busey Bank
Illinois
$48.5M +$719K +3,554 +2%
Pacer Advisors
455
Pacer Advisors
Pennsylvania
$48.2M +$1.48M +7,324 +3%
GI
456
GAMCO Investors
Connecticut
$48.1M -$2.71M -13,386 -5%
SW
457
SVB Wealth
Massachusetts
$48M -$2.86M -14,118 -6%
GIBU
458
Gulf International Bank (UK)
United Kingdom
$47.7M -$2.14M -10,591 -4%
First Manhattan
459
First Manhattan
New York
$47.7M -$979K -4,838 -2%
JAM
460
Jupiter Asset Management
United Kingdom
$47.6M +$5.65M +27,914 +13%
MWM
461
Moran Wealth Management
Florida
$47.3M +$931K +4,602 +2%
PCH
462
Polar Capital Holdings
United Kingdom
$46.9M -$3.69M -18,256 -7%
ISL
463
Ingalls & Snyder LLC
New York
$46.7M -$985K -4,872 -2%
SIC
464
Salem Investment Counselors
North Carolina
$46.6M -$190K -939 -0.4%
WSFS
465
Wilmington Savings Fund Society
Delaware
$46.6M -$463K -2,289 -1%
NAM
466
NorthCrest Asset Manangement
Minnesota
$46.3M +$748K +3,697 +2%
NLGIA
467
Nippon Life Global Investors Americas
New York
$46.3M +$32.4K +160 +0.1%
HAG
468
HighPoint Advisor Group
Illinois
$46.1M +$6.03M +28,041 +15%
PWP
469
Private Wealth Partners
California
$46M -$1.4M -6,942 -3%
SDJVC
470
St. Denis J. Villere & Co
Louisiana
$45.9M -$795K -3,931 -2%
JIC
471
Johnson Investment Counsel
Ohio
$45.9M -$214K -1,057 -0.5%
HW
472
Hancock Whitney
Mississippi
$45.7M -$4.51M -22,283 -9%
NIMI
473
Natixis Investment Managers International
France
$45.7M +$2.03M +10,030 +5%
MSRPS
474
Maryland State Retirement & Pension System
Maryland
$45.2M -$493K -2,437 -1%
BAAM
475
Baker Avenue Asset Management
California
$45.1M -$670K -3,314 -1%
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