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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 %
SMFG
826
Sumitomo Mitsui Financial Group
Japan
$18.1M +$1.34M +6,636 +8%
RP
827
Rice Partnership
Hawaii
$18M +$730K +3,607 +4%
MOS
828
MGO One Seven
Ohio
$18M +$34.6K +171 +0.2%
CA
829
Cullinan Associates
Kentucky
$18M +$5.66K +28 +0%
EDRH
830
Edmond de Rothschild Holding
Switzerland
$17.9M -$1.05M -5,177 -6%
GJCM
831
Grand Jean Capital Management
California
$17.9M +$19.2K +95 +0.1%
LWM
832
Lyell Wealth Management
California
$17.9M +$406K +2,008 +2%
FTDI
833
First Trust Direct Indexing
Massachusetts
$17.9M +$2.17M +10,720 +14%
FFBTD
834
First Financial Bank - Trust Division
Ohio
$17.8M -$632K -3,127 -3%
PF
835
Phoenix Financial
Israel
$17.7M -$29.6M -146,684 -63%
Temasek Holdings
836
Temasek Holdings
Singapore
$17.7M +$17.7M +87,431 New
HTIM
837
Harbour Trust & Investment Management
Indiana
$17.6M -$343K -1,696 -2%
BFG
838
Bleakley Financial Group
New Jersey
$17.6M +$22.9K +113 +0.1%
BHWM
839
Bar Harbor Wealth Management
New Hampshire
$17.6M -$325K -1,609 -2%
CAC
840
Core Alternative Capital
Georgia
$17.6M -$2.35M -11,624 -12%
MA
841
Montag & Associates
Georgia
$17.6M +$164K +813 +0.9%
MC
842
Middleton & Co
Massachusetts
$17.6M -$637K -3,147 -3%
BCV
843
Banque Cantonale Vaudoise
Switzerland
$17.5M -$3.23M -15,979 -16%
CIA
844
Concurrent Investment Advisors
Florida
$17.4M +$4.56M +22,555 +35%
Qube Research & Technologies (QRT)
845
Qube Research & Technologies (QRT)
United Kingdom
$17.4M +$4.12M +20,389 +31%
BWP
846
Baldwin Wealth Partners
Massachusetts
$17.3M -$1.59M -7,877 -8%
AMBIA
847
Allen Mooney & Barnes Investment Advisors
Georgia
$17.3M +$247K +1,221 +1%
BRCM
848
Bright Rock Capital Management
Massachusetts
$17.2M – – –
NCM
849
Novare Capital Management
North Carolina
$17.2M -$783K -3,870 -4%
TIP
850
Torray Investment Partners
Maryland
$17.1M -$1.61M -7,971 -9%
32 33
34
35 36