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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 %
MSU
476
Mizuho Securities USA
New York
$44.8M +$44.8M +221,413 New
SWP
477
Stratos Wealth Partners
Ohio
$44.5M -$546K -2,701 -1%
HIMC
478
Heritage Investors Management Corp
Maryland
$44.5M -$1.35M -6,678 -3%
BP
479
BNP Paribas
France
$44.4M -$1.49M -7,363 -3%
SC
480
Samlyn Capital
New York
$44.4M -$93.4M -461,616 -68%
PCM
481
Polaris Capital Management
Massachusetts
$43.9M -$1.01M -5,000 -2%
VVP
482
Venture Visionary Partners
Ohio
$43.8M +$361K +1,787 +0.8%
KRS
483
Kentucky Retirement Systems
Kentucky
$43.8M -$638K -3,154 -1%
CIA
484
Capital Investment Advisors
Georgia
$43.7M +$556K +2,747 +1%
Two Sigma Investments
485
Two Sigma Investments
New York
$43.6M +$42.2M +208,678 +3,069%
Squarepoint
486
Squarepoint
New York
$43.2M -$25.7M -127,086 -37%
MCM
487
Mill Capital Management
North Carolina
$43.1M +$257K +1,271 +0.6%
HCMG
488
Howard Capital Management Group
California
$43M -$158K -783 -0.4%
FL
489
FreeGulliver LLC
Louisiana
$42.9M +$4.85K +24 +0%
BBVA
490
Banco Bilbao Vizcaya Argentaria
Spain
$42.9M -$4.13M -20,437 -9%
CGH
491
Crossmark Global Holdings
Texas
$42.8M +$1.78M +8,778 +4%
KFC
492
Klingenstein Fields & Co
New York
$42.8M -$333K -1,644 -0.8%
MIF
493
Mediolanum International Funds
Ireland
$42.7M +$1.69M +9,078 +4%
TAM
494
Taurus Asset Management
New York
$42.2M -$7.76M -38,354 -16%
CSIC
495
Clifford Swan Investment Counsel
California
$42.1M -$530K -2,620 -1%
TCOV
496
Trust Company of Vermont
Vermont
$42M -$162K -801 -0.4%
ACA
497
Aptus Capital Advisors
Alabama
$41.8M +$5.66M +27,961 +16%
CCM
498
Chilton Capital Management
Texas
$41.7M +$3.03M +14,984 +8%
CTA
499
Chesley Taft & Associates
Illinois
$41.7M +$410K +2,029 +1%
AFCM
500
Applied Finance Capital Management
Puerto Rico
$41.7M +$10.7M +52,823 +35%
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