JPM icon

JPMorgan Chase
JPM

Overview Fund Activity

4,134 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, 1,717 increasing their positions, 1,799 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,134
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
1,717
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 %
AP
601
Appleton Partners
Massachusetts
$31M -$1.6M -7,928 -5%
SC
602
SouthState Corp
Florida
$30.9M +$1.1M +5,425 +4%
FSA
603
Franklin Street Advisors
North Carolina
$30.7M -$1.01M -4,972 -3%
ASN
604
Advisory Services Network
Georgia
$30.6M +$1.08M +5,342 +4%
CAM
605
Carret Asset Management
New York
$30.6M -$158K -782 -0.5%
SIA
606
Sit Investment Associates
Minnesota
$30.4M -$1.4M -6,915 -4%
P
607
&Partners
Tennessee
$30.3M +$24.2M +119,747 +396%
GGS
608
Galvin Gaustad & Stein
Arizona
$30.3M -$2.42M -11,980 -7%
SA
609
SpiderRock Advisors
Delaware
$30.2M -$32.6K -161 -0.1%
BMCM
610
Bryn Mawr Capital Management
Pennsylvania
$30.1M -$82.7K -409 -0.3%
LG
611
LaFleur & Godfrey
Michigan
$30M -$780K -3,858 -3%
VFA
612
Valeo Financial Advisors
Indiana
$30M -$296K -1,704 -1%
MYLI
613
Meiji Yasuda Life Insurance
Japan
$29.8M +$1.99M +9,827 +7%
FFIC
614
First Fiduciary Investment Counsel
Ohio
$29.8M -$422K -2,085 -1%
FNBT
615
FineMark National Bank & Trust
Florida
$29.8M -$272K -1,345 -0.9%
NIG
616
NFJ Investment Group
Texas
$29.8M -$2.21M -10,941 -7%
CL
617
Choreo LLC
Illinois
$29.7M +$16.8M +81,923 +130%
AAIS
618
ABN AMRO Investment Solutions
$29.6M +$332K +1,639 +1%
NB
619
NBT Bank
New York
$29.6M -$9.71K -48 -0%
NMERB
620
New Mexico Educational Retirement Board
New Mexico
$29.5M – – –
OCBCO
621
Oversea-Chinese Banking Corp (OCBC)
Singapore
$29.4M -$4.06M -20,063 -12%
WAS
622
Wesleyan Assurance Society
United Kingdom
$29.4M – – –
OIA
623
OneDigital Investment Advisors
Kansas
$29.2M +$287K +1,418 +1%
IWC
624
Integrated Wealth Concepts
Massachusetts
$29.2M +$917K +4,535 +3%
NRS
625
Neville Rodie & Shaw
New York
$29.1M -$166K -821 -0.6%
23 24
25
26 27