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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
+$640M
3
Viking Global Investors
Viking Global Investors
Connecticut
+$609M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$558M
5
BlackRock
BlackRock
New York
+$519M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$1.34B
2
GA
Greenhaven Associates
New York
-$934M
3
DZ Bank
DZ Bank
Germany
-$926M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$622M
5
Citadel Advisors
Citadel Advisors
Florida
-$466M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACI
551
Alpha Cubed Investments
California
$36.6M -$305K -1,506 -0.8%
EB
552
Eastern Bank
Massachusetts
$36.4M -$1.24M -6,150 -3%
BCP
553
Blue Chip Partners
Michigan
$36.2M +$294K +1,452 +0.8%
AAIM
554
American Assets Investment Management
California
$35.9M – – –
KIA
555
KCM Investment Advisors
California
$35.7M +$119K +590 +0.3%
MAM
556
Madison Asset Management
Wisconsin
$35.6M -$2.37M -11,703 -6%
QCM
557
Quantinno Capital Management
New York
$35.6M +$5.81M +28,713 +20%
NP
558
NS Partners
United Kingdom
$35.5M -$390K -1,926 -1%
CTC
559
Central Trust Company
Missouri
$35.5M +$150K +744 +0.4%
FNBOO
560
First National Bank of Omaha
Nebraska
$35.3M +$7.41M +36,657 +27%
ACA
561
Anchor Capital Advisors
Massachusetts
$35.3M -$216K -1,066 -0.6%
AA
562
ALPS Advisors
Colorado
$35.2M -$280K -1,386 -0.8%
IAA
563
Independent Advisor Alliance
North Carolina
$35.1M -$994K -4,914 -3%
GC
564
Gratus Capital
Georgia
$35M +$1.78M +8,792 +5%
JAFL
565
Jay A. Fishman Ltd
Michigan
$34.8M -$39K -193 -0.1%
RC
566
Randolph Company
Ohio
$34.5M -$12.5K -62 -0%
NFC
567
Northeast Financial Consultants
Connecticut
$34.3M -$1.97M -9,751 -5%
AIM
568
Allen Investment Management
New York
$34.3M -$127K -627 -0.4%
DDPIC
569
Deroy & Devereaux Private Investment Counsel
Michigan
$34.2M -$50.2K -248 -0.1%
MIM
570
Manitou Investment Management
Ontario, Canada
$34M -$7.47M -36,937 -18%
CTI
571
Community Trust & Investment
Kentucky
$34M -$809K -3,999 -2%
FCBT
572
First Citizens Bank & Trust
North Carolina
$33.8M -$9.3K -46 -0%
CWM
573
Congress Wealth Management
Massachusetts
$33.4M +$1.6M +7,911 +5%
SSB
574
Sandy Spring Bank
Maryland
$33.4M -$263K -1,301 -0.8%
SAM
575
Securian Asset Management
Minnesota
$33.4M -$1.04M -5,156 -3%
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