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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 %
Fayez Sarofim & Co
76
Fayez Sarofim & Co
Texas
$641M -$25.3M -125,172 -4%
CIBC Private Wealth Group
77
CIBC Private Wealth Group
Georgia
$639M -$7.35M -35,832 -1%
Robeco Institutional Asset Management
78
Robeco Institutional Asset Management
Netherlands
$622M +$31M +153,417 +5%
BNP Paribas Financial Markets
79
BNP Paribas Financial Markets
France
$621M -$30.7M -151,831 -5%
Viking Global Investors
80
Viking Global Investors
Connecticut
$609M +$609M +3,009,822 New
Fidelity International
81
Fidelity International
Bermuda
$584M -$42.2M -208,462 -7%
Truist Financial
82
Truist Financial
North Carolina
$582M +$2.27M +11,242 +0.4%
Mackenzie Financial
83
Mackenzie Financial
Ontario, Canada
$580M -$7.43M -36,732 -1%
Victory Capital Management
84
Victory Capital Management
Texas
$571M -$38.5M -190,253 -6%
State Board of Administration of Florida Retirement System
85
State Board of Administration of Florida Retirement System
Florida
$569M -$67.6M -334,231 -11%
Manulife (Manufacturers Life Insurance)
86
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$560M -$10.7M -52,668 -2%
Adage Capital Partners
87
Adage Capital Partners
Massachusetts
$557M -$16.6M -81,900 -3%
1832 Asset Management
88
1832 Asset Management
Ontario, Canada
$554M -$159M -786,856 -22%
New York State Teachers Retirement System (NYSTRS)
89
New York State Teachers Retirement System (NYSTRS)
New York
$547M -$26.7M -131,867 -5%
HighTower Advisors
90
HighTower Advisors
Illinois
$542M -$15.5M -76,491 -3%
Nordea Investment Management
91
Nordea Investment Management
Sweden
$537M +$8.34M +41,299 +2%
RG
92
Rathbones Group
United Kingdom
$531M +$33.5M +165,382 +7%
Korea Investment Corp
93
Korea Investment Corp
South Korea
$518M -$21.3M -105,204 -4%
CWP
94
Capital Wealth Planning
Florida
$497M +$105M +518,100 +27%
Canada Life
95
Canada Life
Manitoba, Canada
$496M +$14.4M +71,338 +3%
Mariner
96
Mariner
Kansas
$493M +$28.9M +142,704 +6%
Lord, Abbett & Co
97
Lord, Abbett & Co
New Jersey
$490M +$119M +589,356 +32%
William Blair & Company
98
William Blair & Company
Illinois
$487M +$37.9M +187,177 +8%
Bank Julius Baer & Co
99
Bank Julius Baer & Co
Switzerland
$472M -$93.1M -422,370 -16%
Chevy Chase Trust
100
Chevy Chase Trust
Maryland
$464M -$9.61M -47,537 -2%
2 3
4
5 6