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JPMorgan Chase
JPM

Overview Fund Activity

4,133 hedge funds and large institutions have $415B invested in JPMorgan Chase in 2024 Q2 according to their latest regulatory filings, with 202 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
4,133
Holders Change
+58
Holders Change %
+1.42%
% 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
202
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 %
PA
176
Paralel Advisors
Colorado
$208M – – –
JFL
177
Jarislowsky, Fraser Ltd
Quebec, Canada
$208M -$16.6M -81,951 -7%
Retirement Systems of Alabama
178
Retirement Systems of Alabama
Alabama
$205M -$5.53M -27,320 -3%
Rafferty Asset Management
179
Rafferty Asset Management
New York
$204M -$1.38M -6,846 -0.7%
Empower Advisory Group
180
Empower Advisory Group
Colorado
$204M -$1.58M -7,823 -0.8%
AACR
181
ACR Alpine Capital Research
Missouri
$204M -$2.15M -10,624 -1%
Citadel Advisors
182
Citadel Advisors
Florida
$203M -$466M -2,305,719 -70%
TIM
183
Thornburg Investment Management
New Mexico
$203M -$117M -577,720 -37%
DC
184
Davenport & Co
Virginia
$200M -$38.7M -191,875 -16%
CCMG
185
Clark Capital Management Group
Pennsylvania
$200M +$2.88M +14,247 +1%
Nisa Investment Advisors
186
Nisa Investment Advisors
Missouri
$199M +$7.8M +38,540 +4%
CWM
187
CIBC World Markets
New York
$198M -$24.3M -120,290 -11%
Northwestern Mutual Wealth Management
188
Northwestern Mutual Wealth Management
Wisconsin
$198M +$2.29M +11,300 +1%
JWBC
189
John W. Bristol & Co
New York
$196M -$4.34M -21,450 -2%
Pzena Investment Management
190
Pzena Investment Management
New York
$194M -$71.6M -354,223 -27%
CLOS
191
Compagnie Lombard Odier SCmA
Switzerland
$192M +$994K +4,912 +0.5%
Osaic Holdings
192
Osaic Holdings
Arizona
$188M -$15.7M -77,342 -8%
Two Sigma Advisers
193
Two Sigma Advisers
New York
$187M +$143M +707,400 +324%
Kovitz Investment Group Partners
194
Kovitz Investment Group Partners
Illinois
$187M +$15.5M +76,559 +9%
RAM
195
Resona Asset Management
Japan
$187M -$11.8M -58,587 -6%
ZIG
196
Zurich Insurance Group
Switzerland
$186M -$36.7M -181,686 -16%
Susquehanna International Group
197
Susquehanna International Group
Pennsylvania
$184M -$63M -311,273 -26%
TWC
198
TD Waterhouse Canada
Ontario, Canada
$183M +$3.84M +18,659 +2%
Cetera Investment Advisers
199
Cetera Investment Advisers
Illinois
$178M -$19.4M -95,794 -10%
Credit Agricole
200
Credit Agricole
France
$178M +$116M +572,932 +187%
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