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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 %
MMH
126
Menora Mivtachim Holdings
Israel
$344M +$5.24M +25,913 +2%
Thrivent Financial for Lutherans
127
Thrivent Financial for Lutherans
Minnesota
$342M -$31.7M -156,935 -8%
Public Employees Retirement Association of Colorado
128
Public Employees Retirement Association of Colorado
Colorado
$337M +$37.7M +186,581 +13%
First Trust Advisors
129
First Trust Advisors
Illinois
$336M +$1.5M +7,425 +0.4%
Mitsubishi UFJ Trust & Banking
130
Mitsubishi UFJ Trust & Banking
Japan
$336M -$16.7M -82,347 -5%
State of Wisconsin Investment Board
131
State of Wisconsin Investment Board
Wisconsin
$331M -$1.81M -8,970 -0.5%
Public Sector Pension Investment Board (PSP Investments)
132
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$320M +$197M +974,886 +161%
Wealth Enhancement Advisory Services
133
Wealth Enhancement Advisory Services
Minnesota
$316M +$6.71M +33,199 +2%
CCM
134
Cullen Capital Management
New York
$306M -$21.1M -104,203 -6%
Cerity Partners
135
Cerity Partners
New York
$304M -$24.2M -119,569 -7%
HTC
136
Haverford Trust Company
Pennsylvania
$302M -$5.49M -27,122 -2%
GRQ
137
Gardner Russo & Quinn
Pennsylvania
$302M -$44M -217,659 -13%
PAM
138
Panagora Asset Management
Massachusetts
$301M -$1.42M -7,021 -0.5%
Macquarie Group
139
Macquarie Group
Australia
$289M +$37.2M +183,919 +15%
CI Investments Inc
140
CI Investments Inc
Ontario, Canada
$287M -$4.07M -20,117 -1%
Jane Street
141
Jane Street
New York
$285M +$162M +800,378 +131%
Caisse de Depot et Placement du Quebec (CDPQ)
142
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$281M +$58.5M +289,385 +26%
SC
143
Scotia Capital
Ontario, Canada
$279M +$3.23M +15,970 +1%
Jennison Associates
144
Jennison Associates
New York
$277M -$171M -845,734 -38%
SCM
145
Smead Capital Management
Arizona
$275M -$18M -89,124 -6%
VNIM
146
Vaughan Nelson Investment Management
Texas
$273M +$11M +54,565 +4%
Pictet Asset Management
147
Pictet Asset Management
Switzerland
$272M -$13M -64,050 -5%
CIBC World Market
148
CIBC World Market
Ontario, Canada
$270M +$25.5M +126,202 +10%
Ohio Public Employees Retirement System (OPERS)
149
Ohio Public Employees Retirement System (OPERS)
Ohio
$269M -$15.4M -76,230 -5%
Asset Management One
150
Asset Management One
Japan
$264M -$4.09M -20,197 -2%
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6
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