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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 %
WHG
201
Westwood Holdings Group
Texas
$177M -$7.68M -37,984 -4%
Axa
202
Axa
France
$173M +$24.2M +119,620 +16%
TAF
203
Tredje AP-fonden
Sweden
$171M +$1.13M +5,570 +0.7%
ASRS
204
Arizona State Retirement System
Arizona
$168M +$610K +3,015 +0.4%
LSV Asset Management
205
LSV Asset Management
Illinois
$168M -$5.14M -25,400 -3%
DLA
206
Douglas Lane & Associates
New York
$168M -$5.18M -25,629 -3%
HA
207
Homestead Advisers
Virginia
$164M -$15.4M -76,300 -9%
FFB
208
First Financial Bankshares
Texas
$163M -$3.25M -16,064 -2%
MML Investors Services
209
MML Investors Services
Massachusetts
$162M -$5.66M -28,001 -3%
ERSOT
210
Employees Retirement System of Texas
Texas
$161M +$4.47M +22,101 +3%
BCWM
211
Bartlett & Co Wealth Management
Ohio
$160M -$1.37M -6,777 -0.8%
SOMRS
212
State of Michigan Retirement System
Michigan
$159M -$1.15M -5,700 -0.7%
PCM
213
Penserra Capital Management
California
$159M +$54.6M +269,817 +52%
Allspring Global Investments
214
Allspring Global Investments
North Carolina
$158M +$1.47M +7,287 +0.9%
SEI Investments
215
SEI Investments
Pennsylvania
$156M +$2.56M +12,633 +2%
QP
216
Quilter Plc
United Kingdom
$156M -$1.37M -6,752 -0.9%
FWCM
217
Ferguson Wellman Capital Management
Oregon
$156M -$2.91M -14,388 -2%
CRM
218
Cardano Risk Management
Netherlands
$156M +$30.3M +149,605 +24%
CGPCS
219
Capital Group Private Client Services
California
$156M -$8.46M -41,834 -5%
Teacher Retirement System of Texas
220
Teacher Retirement System of Texas
Texas
$155M -$2.87M -14,178 -2%
MIM
221
MetLife Investment Management
New Jersey
$155M +$18M +89,029 +13%
JHP
222
James Hambro & Partners
United Kingdom
$154M +$202K +1,000 +0.1%
Los Angeles Capital Management
223
Los Angeles Capital Management
California
$154M -$106M -525,778 -41%
AAMU
224
AEGON Asset Management (UK)
United Kingdom
$152M -$55.9M -276,320 -27%
Calamos Advisors
225
Calamos Advisors
Illinois
$152M -$3.28M -16,228 -2%
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