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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 %
WA
701
Waverly Advisors
Alabama
$23.9M +$8.04M +39,739 +51%
CHAM
702
Clear Harbor Asset Management
Connecticut
$23.7M -$479K -2,370 -2%
PCMF
703
Private Capital Management (Florida)
Florida
$23.4M -$727K -3,596 -3%
VF
704
Vest Financial
Virginia
$23.4M +$3.93M +19,424 +20%
KWM
705
Kingsview Wealth Management
Oregon
$23.3M +$887K +4,384 +4%
WorldQuant Millennium Advisors
706
WorldQuant Millennium Advisors
New York
$23.3M +$12.2M +60,522 +111%
ACIM
707
Azimuth Capital Investment Management
Michigan
$23.3M -$743K -3,672 -3%
AHC
708
Adell Harriman & Carpenter
Texas
$23.3M +$578K +2,857 +3%
SW
709
Simplicity Wealth
New Jersey
$23.3M +$1.87M +9,236 +9%
VV
710
Verity & Verity
South Carolina
$23.2M +$419K +2,072 +2%
AIM
711
Avity Investment Management
Connecticut
$23.2M -$219K -1,085 -0.9%
SDIC
712
South Dakota Investment Council
South Dakota
$23.2M -$1.46M -7,221 -6%
CIM
713
Courant Investment Management
Tennessee
$23.2M – – –
JMFC
714
J.M. Forbes & Co
Massachusetts
$23.2M +$391K +1,931 +2%
FAT
715
First American Trust
California
$23M +$1.18M +5,855 +5%
MAM
716
Martingale Asset Management
Massachusetts
$23M -$662K -3,272 -3%
DMC
717
Drexel Morgan & Co
Pennsylvania
$23M – – –
SCA
718
Stillwater Capital Advisors
Pennsylvania
$23M -$339K -1,678 -1%
MFAM
719
Motley Fool Asset Management
Virginia
$22.9M +$5.42M +26,392 +31%
CIA
720
Choate Investment Advisors
Massachusetts
$22.6M -$930K -4,600 -4%
NB
721
Norinchukin Bank
Japan
$22.6M +$228K +1,129 +1%
RC
722
RBO & Co
California
$22.6M -$3.71M -18,365 -14%
CFIA
723
Cantor Fitzgerald Investment Advisors
New York
$22.5M -$342K -1,692 -1%
DCM
724
Dupont Capital Management
Delaware
$22.5M – – –
BWFA
725
Baltimore-Washington Financial Advisors
Maryland
$22.4M +$690K +3,411 +3%
27 28
29
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