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JPMorgan Chase
JPM

Overview Fund Activity

4,132 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, 1,715 increasing their positions, 1,799 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,132
Holders Change
+57
Holders Change %
+1.4%
% of All Funds
60.11%
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
1,715
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 %
UBS AM
26
UBS AM
Illinois
$2.99B +$640M +3,162,536 +27%
Franklin Resources
27
Franklin Resources
California
$2.84B -$120M -593,075 -4%
Invesco
28
Invesco
Georgia
$2.68B +$3.64M +18,005 +0.1%
Deutsche Bank
29
Deutsche Bank
Germany
$2.62B -$226K -1,116 -0%
Fisher Asset Management
30
Fisher Asset Management
Washington
$2.58B +$98.5M +487,049 +4%
Barclays
31
Barclays
United Kingdom
$2.09B -$140M -692,047 -6%
Neuberger Berman Group
32
Neuberger Berman Group
New York
$2.01B -$58.5M -289,469 -3%
DZ Bank
33
DZ Bank
Germany
$1.87B -$926M -4,580,178 -33%
RJA
34
Raymond James & Associates
Florida
$1.85B -$32M -158,312 -2%
Boston Partners
35
Boston Partners
Massachusetts
$1.82B -$9.05M -44,719 -0.5%
HSBC Holdings
36
HSBC Holdings
United Kingdom
$1.71B +$132M +653,965 +8%
Sanders Capital
37
Sanders Capital
Florida
$1.65B +$16.1M +79,610 +1%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$1.57B -$207M -1,022,838 -12%
Arrowstreet Capital
39
Arrowstreet Capital
Massachusetts
$1.57B +$113M +557,748 +8%
ClearBridge Investments
40
ClearBridge Investments
New York
$1.51B -$20M -99,021 -1%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$1.47B +$31.9M +157,577 +2%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$1.41B -$24.8M -122,842 -2%
Janus Henderson Group
43
Janus Henderson Group
United Kingdom
$1.39B -$31.4M -155,285 -2%
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$1.37B -$100M -495,568 -7%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$1.29B +$5.47M +27,057 +0.4%
AllianceBernstein
46
AllianceBernstein
Tennessee
$1.25B -$73.1M -361,608 -6%
Amundi
47
Amundi
France
$1.22B +$176M +844,683 +17%
Bessemer Group
48
Bessemer Group
New Jersey
$1.19B -$13.9M -68,555 -1%
Baird Financial Group
49
Baird Financial Group
Wisconsin
$1.18B +$27.8M +137,538 +2%
Schroder Investment Management Group
50
Schroder Investment Management Group
United Kingdom
$1.15B +$93.3M +461,494 +9%
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