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JPMorgan Chase
JPM

Overview Fund Activity

4,132 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, 1,715 increasing their positions, 1,799 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,132
Holders Change
+57
Holders Change %
+1.4%
% of All Funds
60.11%
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
1,715
Reduced
1,799
Closed
88
Calls
$7.24B
Puts
$9.01B
Net Calls
-$1.77B
Net Calls Change
-$913M

Top Buyers

1
Swedbank
1
Swedbank
Sweden
$858M
2
UBS AM
2
UBS AM
Illinois
$2.99B
3
Viking Global Investors
3
Viking Global Investors
Connecticut
$609M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$4.04B
5
BlackRock
5
BlackRock
New York
$40.2B

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$7.22B
2
GA
2
Greenhaven Associates
New York
$1.52M
3
DZ Bank
3
DZ Bank
Germany
$1.87B
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$7.26B
5
Citadel Advisors
5
Citadel Advisors
Florida
$203M
Name Holding Trade Value Shares
Change 		Shares
Change %
Principal Financial Group
51
Principal Financial Group
Iowa
$1.14B -$50M -247,227 -4%
Primecap Management
52
Primecap Management
California
$1.13B +$87.5M +432,619 +8%
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$1.1B -$17.9M -88,662 -2%
UE
54
Unisphere Establishment
Liechtenstein
$1.09B -$58.5M -289,000 -5%
TD Asset Management
55
TD Asset Management
Ontario, Canada
$951M -$10.1M -50,003 -1%
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$939M -$7.01M -34,659 -0.7%
National Pension Service
57
National Pension Service
South Korea
$923M +$11.5M +56,627 +1%
RJFSA
58
Raymond James Financial Services Advisors
Florida
$871M +$6.66M +32,925 +0.8%
American Century Companies
59
American Century Companies
Missouri
$867M +$5.18M +25,632 +0.6%
Swedbank
60
Swedbank
Sweden
$858M +$858M +4,243,732 New
Stifel Financial
61
Stifel Financial
Missouri
$855M -$16.1M -79,358 -2%
JPMorgan Chase & Co
62
JPMorgan Chase & Co
New York
$836M +$35.3M +174,445 +4%
New York State Common Retirement Fund
63
New York State Common Retirement Fund
New York
$813M -$15.1M -74,513 -2%
Mitsubishi UFJ Asset Management
64
Mitsubishi UFJ Asset Management
Japan
$803M +$80.7M +399,162 +11%
US Bancorp
65
US Bancorp
Minnesota
$795M -$6.61M -32,680 -0.8%
APG Asset Management
66
APG Asset Management
Netherlands
$773M +$12.4M +65,773 +2%
Ensign Peak Advisors
67
Ensign Peak Advisors
Utah
$753M -$26.5M -131,104 -3%
Corient Private Wealth
68
Corient Private Wealth
Florida
$729M -$11.5M -57,035 -2%
Citigroup
69
Citigroup
New York
$715M +$118M +582,709 +20%
National Bank of Canada
70
National Bank of Canada
Quebec, Canada
$710M +$89.4M +435,007 +14%
LPL Financial
71
LPL Financial
California
$704M +$52.9M +261,679 +8%
DekaBank Deutsche Girozentrale
72
DekaBank Deutsche Girozentrale
Germany
$703M +$13.9M +68,926 +2%
Prudential Financial
73
Prudential Financial
New Jersey
$687M +$11.7M +57,615 +2%
Canada Pension Plan Investment Board
74
Canada Pension Plan Investment Board
Ontario, Canada
$678M +$49.3M +243,542 +8%
Allianz Asset Management
75
Allianz Asset Management
Germany
$664M -$38.2M -188,820 -5%
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