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 %
LMIM
676
Lockheed Martin Investment Management
Maryland
$25.1M +$17.3M +85,450 +221%
VC
677
Vestor Capital
Illinois
$25.1M -$5.1M -25,199 -17%
DF
678
DNCA Finance
France
$25.1M +$25.1M +124,016 New
GIA
679
Gladstone Institutional Advisory
Florida
$25.1M +$1.61M +7,982 +7%
SC
680
Savant Capital
Illinois
$25M +$252K +1,248 +1%
KFP
681
KMG Fiduciary Partners
Ohio
$25M +$8.09K +40 +0%
PAS
682
Park Avenue Securities
New York
$24.9M +$237K +1,173 +1%
HSA
683
HBK Sorce Advisory
Pennsylvania
$24.9M -$484K -2,394 -2%
FLII
684
First Long Island Investors
New York
$24.9M -$563K -2,784 -2%
RPI
685
Railway Pension Investments
United Kingdom
$24.8M +$425K +2,100 +2%
EIP
686
Easterly Investment Partners
Massachusetts
$24.6M -$1.55M -7,677 -6%
HPG
687
Harvest Portfolios Group
Ontario, Canada
$24.6M -$2.47M -12,216 -9%
LS
688
Livforsakringsbolaget Skandia
Sweden
$24.6M +$728K +3,600 +3%
MYAM
689
Meiji Yasuda Asset Management
Japan
$24.5M +$1.34M +6,602 +6%
AWAG
690
ARS Wealth Advisors Group
Florida
$24.5M -$245K -1,209 -1%
CANC
691
Culbertson A N & Co
Virginia
$24.5M -$408K -2,019 -2%
FAB
692
First American Bank
Illinois
$24.5M -$24.3K -120 -0.1%
AWM
693
Apollon Wealth Management
South Carolina
$24.4M -$385K -1,905 -2%
RIM
694
Rakuten Investment Management
Japan
$24.4M +$8.87M +44,536 +57%
ONB
695
Old National Bancorp
Indiana
$24.3M -$3.3M -16,323 -12%
PWM
696
Perigon Wealth Management
California
$24.3M +$84.9K +420 +0.4%
PMG
697
ProVise Management Group
Florida
$24M -$72.4K -358 -0.3%
TCM
698
TAM Capital Management
Connecticut
$24M +$9.45M +46,719 +65%
AF
699
Alerus Financial
North Dakota
$23.9M -$750K -3,710 -3%
GKIM
700
GW&K Investment Management
Massachusetts
$23.9M +$7.25M +35,822 +43%
26 27
28
29 30