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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 %
LA
501
LBP AM
France
$41.6M -$2.65M -13,095 -6%
OC
502
Oakworth Capital
Alabama
$41.5M +$971K +4,803 +2%
MSR
503
Main Street Research
Connecticut
$41.4M +$2.18M +10,769 +6%
NIM
504
Northeast Investment Management
Massachusetts
$41.3M -$163K -804 -0.4%
TNB
505
Thomasville National Bank
Georgia
$41.3M +$164K +813 +0.4%
BSA
506
Braun Stacey Associates
New York
$41M +$1.24M +6,114 +3%
WT
507
Washington Trust
Rhode Island
$40.8M -$1.33M -6,559 -3%
CS
508
Central Securities
New York
$40.5M – – –
CS
509
Clear Street
New York
$40.5M +$40.5M +200,000 New
VLKIM
510
Van Lanschot Kempen Investment Management
Netherlands
$40.4M +$9.59M +47,397 +31%
Holocene Advisors
511
Holocene Advisors
New York
$40.4M +$40.4M +199,626 New
IMRF
512
Illinois Municipal Retirement Fund
Illinois
$40.3M -$3.36M -16,592 -8%
BCI
513
Brinker Capital Investments
Pennsylvania
$40.2M -$3.54M -17,486 -8%
OPS
514
Orion Portfolio Solutions
Nebraska
$40.2M -$3.54M -17,486 -8%
MCM
515
Maple Capital Management
Vermont
$40M +$749K +3,704 +2%
WBG
516
Wharton Business Group
Pennsylvania
$39.8M -$71.8K -355 -0.2%
GI
517
Gradient Investments
Minnesota
$39.7M -$1.52M -7,523 -4%
CI
518
Conning Inc
Connecticut
$39.7M -$5.06M -25,059 -11%
FPCG
519
Fort Pitt Capital Group
Pennsylvania
$39.7M -$1.99M -9,851 -5%
EAM
520
Erste Asset Management
Austria
$39.6M -$1.6M -8,000 -4%
FNT
521
First National Trust
Pennsylvania
$39.6M -$1.21M -5,999 -3%
RT
522
Rockland Trust
Massachusetts
$39.4M -$469K -2,320 -1%
HR
523
Howe & Rusling
New York
$39.3M +$903K +4,465 +2%
MWM
524
Meridian Wealth Management
Kentucky
$39.2M +$39.2M +193,676 New
DJSG
525
D.J. St. Germain
Massachusetts
$39.1M -$1.69M -8,380 -4%
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