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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 %
MLL
526
Moody Lynn & Lieberson
Massachusetts
$39.1M +$264K +1,305 +0.7%
DILIC
527
Dai-ichi Life Insurance Company
Japan
$39.1M +$1.01M +4,975 +3%
LI
528
LMCG Investments
Massachusetts
$39M +$313K +1,547 +0.8%
CIP
529
Chartwell Investment Partners
Pennsylvania
$38.7M +$520K +2,569 +1%
ECM
530
Estabrook Capital Management
New York
$38.7M -$646K -3,195 -2%
BPCE
531
Bank Pictet & Cie (Europe)
Germany
$38.6M +$8.5K +42 +0%
HCMT
532
Highland Capital Management (Tennessee)
Tennessee
$38.5M -$1.31M -6,501 -3%
SAM
533
Silvercrest Asset Management
New York
$38.1M -$6.07K -30 -0%
PMG
534
Private Management Group
California
$38M -$519K -2,568 -1%
CDH
535
Charles D. Hyman
$37.6M -$58K -287 -0.2%
Barrow, Hanley, Mewhinney & Strauss
536
Barrow, Hanley, Mewhinney & Strauss
Texas
$37.5M -$21.2M -104,692 -36%
CI
537
Capital International
California
$37.4M -$405K -2,000 -1%
ABI
538
Abrams Bison Investments
Maryland
$37.2M -$44.3M -219,000 -54%
HIMCH
539
Hartford Investment Management Co (HIMCO)
Connecticut
$37.2M -$571K -2,825 -2%
PRIG
540
Payden & Rygel Investment Group
California
$37.1M -$8.76M -43,300 -19%
PR
541
Payden & Rygel
California
$37.1M -$8.76M -43,300 -19%
FWIA
542
Fort Washington Investment Advisors
Ohio
$36.9M -$19.8M -97,812 -35%
TC
543
TownSquare Capital
Utah
$36.9M +$2.62M +12,971 +8%
DWM
544
Dakota Wealth Management
Florida
$36.9M +$246K +1,215 +0.7%
SSWM
545
Smith Salley Wealth Management
North Carolina
$36.9M +$1.53M +7,563 +4%
Nomura Holdings
546
Nomura Holdings
Japan
$36.8M +$3.18M +15,744 +9%
AWS
547
Atria Wealth Solutions
New York
$36.7M -$1.75M -8,676 -5%
LCS
548
Levin Capital Strategies
New York
$36.7M -$203K -1,003 -0.6%
MAA
549
Matrix Asset Advisors
New York
$36.6M -$645K -3,187 -2%
EH
550
Equitable Holdings
New York
$36.6M +$580K +2,869 +2%
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