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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 %
CSPIA
751
Cary Street Partners Investment Advisory
Virginia
$21.1M +$413K +2,043 +2%
VIM
752
Vinva Investment Management
Australia
$21M +$1.75M +8,784 +9%
WC
753
Whitney & Co
New York
$21M -$499K -2,465 -2%
UBV
754
United Bank (Virginia)
Virginia
$20.8M -$5.87K -29 -0%
AHC
755
Anderson Hoagland & Co
Missouri
$20.8M -$79.7K -384 -0.4%
KCM
756
Kornitzer Capital Management
Kansas
$20.7M +$1.97M +9,717 +10%
VA
757
Vident Advisory
Georgia
$20.7M -$4.45M -22,012 -18%
EF
758
Empowered Funds
Pennsylvania
$20.7M +$2.25M +11,103 +12%
Balyasny Asset Management
759
Balyasny Asset Management
Illinois
$20.6M -$255M -1,258,636 -93%
HLCM
760
Hi-Line Capital Management
South Dakota
$20.6M -$1.06M -5,217 -5%
TCOT
761
Trust Company of Toledo
Ohio
$20.5M +$1.28M +6,312 +7%
FMI
762
F/M Investments
District of Columbia
$20.5M +$19.4M +95,729 +1,703%
CCM
763
Cohen Capital Management
California
$20.4M +$2.78M +13,726 +16%
GCA
764
Guardian Capital Advisors
Ontario, Canada
$20.4M -$777K -3,741 -4%
CIG
765
Cullen Investment Group
Louisiana
$20.4M -$297K -1,467 -1%
BBHC
766
Brown Brothers Harriman & Co
New York
$20.4M +$1.24M +6,151 +6%
WS
767
Wedbush Securities
California
$20.4M -$217K -1,073 -1%
CAM
768
Congress Asset Management
Massachusetts
$20.3M -$1.04M -5,151 -5%
CA
769
CSM Advisors
Pennsylvania
$20.3M -$301K -1,489 -1%
TFS
770
Thoroughbred Financial Services
Tennessee
$20.1M +$6.36M +31,470 +46%
BFA
771
Bragg Financial Advisors
North Carolina
$20.1M -$349K -1,725 -2%
CNBT
772
Canandaigua National Bank & Trust
New York
$20.1M -$281K -1,389 -1%
EF
773
Empirical Finance
Pennsylvania
$20M -$1.47M -7,244 -7%
SWM
774
Spire Wealth Management
Virginia
$19.9M -$2.11M -10,466 -10%
CAM
775
Cidel Asset Management
Ontario, Canada
$19.9M +$14.4M +71,286 +264%
29 30
31
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