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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 %
CCMIC
576
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$33.3M -$3.84M -19,005 -10%
FMII
577
Farmers & Merchants Investments Inc
Nebraska
$33.2M -$72.4K -358 -0.2%
FMLI
578
Fukoku Mutual Life Insurance
Japan
$33.2M +$1.12M +5,540 +3%
HFS
579
Hantz Financial Services
Michigan
$33M -$1.26M -6,228 -4%
LSERS
580
Louisiana State Employees Retirement System
Louisiana
$32.9M -$1.17M -5,800 -3%
NMIFOAC
581
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$32.5M -$4.85M -24,000 -13%
EGA
582
Eagle Global Advisors
Texas
$32.5M -$5.09M -25,166 -14%
MIM
583
Marco Investment Management
Georgia
$32.5M +$288K +1,422 +0.9%
HWM
584
HB Wealth Management
Georgia
$32.4M +$1.89M +9,362 +6%
AUB
585
Atlantic Union Bankshares
Virginia
$32.2M +$9.1M +44,982 +39%
SCA
586
Stonebridge Capital Advisors
Minnesota
$31.8M -$118K -581 -0.4%
SBH
587
Segall Bryant & Hamill
Illinois
$31.8M +$944K +4,666 +3%
RIL
588
Rothschild Investment LLC
Illinois
$31.7M -$1.51M -7,479 -5%
MIA
589
MMBG Investment Advisors
Florida
$31.7M -$2.63M -12,980 -8%
MGP
590
Metis Global Partners
California
$31.7M -$44.7K -221 -0.1%
SBCM
591
Schwerin Boyle Capital Management
Massachusetts
$31.6M – – –
PCM
592
Patient Capital Management
Maryland
$31.5M -$12.3M -60,745 -28%
CA
593
Cornerstone Advisors
North Carolina
$31.5M -$1.05M -5,200 -3%
PWP
594
Perfromance Wealth Partners
Illinois
$31.5M +$7.64M +37,793 +32%
GFS
595
GYL Financial Synergies
Connecticut
$31.4M -$654K -3,235 -2%
OA
596
Oak Associates
Ohio
$31.3M -$9.91K -49 -0%
LBC
597
Lowe Brockenbrough & Co
Virginia
$31.3M -$397K -1,963 -1%
Parallax Volatility Advisers
598
Parallax Volatility Advisers
California
$31.1M -$8.56M -42,309 -22%
WAM
599
Wilsey Asset Management
California
$31M -$5.35M -26,459 -15%
JCM
600
Janney Capital Management
Pennsylvania
$31M -$1.31M -6,469 -4%
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