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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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$54.9B +$57.9M +286,367 +0.1%
BlackRock
2
BlackRock
New York
$40.2B +$519M +2,567,313 +1%
State Street
3
State Street
Massachusetts
$25.5B +$7.72M +38,184 +0%
Morgan Stanley
4
Morgan Stanley
New York
$13.8B +$299M +1,479,531 +2%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$11.7B +$187M +928,574 +2%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$10.7B -$457M -2,259,555 -4%
Bank of America
7
Bank of America
North Carolina
$10.4B +$81.2M +401,348 +0.8%
Norges Bank
8
Norges Bank
Norway
$7.49B +$63.6M +314,524 +0.9%
Capital World Investors
9
Capital World Investors
California
$7.43B +$466M +2,302,064 +7%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$7.26B -$622M -3,075,635 -8%
Capital International Investors
11
Capital International Investors
California
$7.22B -$1.34B -6,613,612 -16%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$6.26B -$106M -524,201 -2%
Northern Trust
13
Northern Trust
Illinois
$6.19B -$31.9M -157,843 -0.5%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$5.65B -$177M -874,861 -3%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$5.52B -$119M -590,310 -2%
Wells Fargo
16
Wells Fargo
California
$5B -$44.6M -220,432 -0.9%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$4.97B -$291M -1,437,399 -6%
Ameriprise
18
Ameriprise
Minnesota
$4.74B -$33.5M -165,878 -0.7%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$4.59B +$210M +1,040,594 +5%
Charles Schwab
20
Charles Schwab
California
$4.09B -$2.48M -12,274 -0.1%
Capital Research Global Investors
21
Capital Research Global Investors
California
$4.04B +$558M +2,760,599 +16%
UBS Group
22
UBS Group
Switzerland
$3.81B +$250M +1,235,685 +7%
Legal & General Group
23
Legal & General Group
United Kingdom
$3.77B -$32.4M -160,034 -0.9%
Goldman Sachs
24
Goldman Sachs
New York
$3.7B +$388M +1,916,582 +12%
Nuveen Asset Management
25
Nuveen Asset Management
Illinois
$3.47B +$4.88M +24,142 +0.1%
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