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JPMorgan Chase
JPM

Overview Fund Activity

4,076 hedge funds and large institutions have $412B invested in JPMorgan Chase in 2024 Q1 according to their latest regulatory filings, with 249 funds opening new positions, 1,607 increasing their positions, 1,846 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,076
Holders Change
+115
Holders Change %
+2.9%
% of All Funds
59.09%
Holding in Top 10
713
Holding in Top 10 Change
+77
Holding in Top 10 Change %
+12.11%
% of All Funds
10.34%
New
249
Increased
1,607
Reduced
1,846
Closed
83
Calls
$9.14B
Puts
$10B
Net Calls
-$861M
Net Calls Change
+$1.43B

Top Buyers

1
BlackRock
BlackRock
New York
$39.3B
2
Capital Research Global Investors
Capital Research Global Investors
California
$3.45B
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.21B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$11.1B
5
Barclays
Barclays
United Kingdom
$2.21B

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$13.4B
2
PIF
Public Investment Fund
Saudi Arabia
$0
3
Swedbank
Swedbank
Sweden
$0
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$192M
5
Goldman Sachs
Goldman Sachs
New York
$3.28B
Name Holding Trade Value Shares
Change 		Shares
Change %
FRAF
226
Första AP-fonden
Sweden
$146M +$12.4M +62,100 +9%
CAPTRUST Financial Advisors
227
CAPTRUST Financial Advisors
North Carolina
$145M -$21M -105,059 -13%
WF
228
Welch & Forbes
Massachusetts
$144M -$1.06M -5,292 -0.7%
SIG
229
Stonegate Investment Group
Alabama
$143M +$1.08M +5,374 +0.8%
GIA
230
Gateway Investment Advisers
Ohio
$141M -$12.8M -63,957 -8%
Millennium Management
231
Millennium Management
New York
$140M +$109M +544,474 +347%
MSV
232
MN Services Vermogensbeheer
Netherlands
$137M +$137M +683,400 New
SC
233
Samlyn Capital
New York
$136M +$93.2M +465,169 +216%
MIM
234
MetLife Investment Management
New Jersey
$136M -$4.99M -24,895 -4%
ProShare Advisors
235
ProShare Advisors
Maryland
$135M -$14.9M -74,167 -10%
N
236
Natixis
France
$134M +$73.5M +367,097 +122%
ASC
237
Atalanta Sosnoff Capital
New York
$133M -$530K -2,644 -0.4%
SMDAM
238
Sumitomo Mitsui DS Asset Management
Japan
$129M +$4.84M +24,170 +4%
EWA
239
EP Wealth Advisors
California
$128M +$852K +4,253 +0.7%
PGFC
240
Peapack-Gladstone Financial Corp
New Jersey
$127M -$677K -3,379 -0.5%
PFP
241
Pinnacle Financial Partners
Tennessee
$127M -$387K -1,930 -0.3%
COPPSERS
242
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$127M +$314K +1,568 +0.2%
EWM
243
Evercore Wealth Management
New York
$126M +$1.01M +5,022 +0.8%
WT
244
Whittier Trust
California
$126M +$676K +3,373 +0.5%
Federated Hermes
245
Federated Hermes
Pennsylvania
$125M -$6.41M -32,010 -5%
CRM
246
Cardano Risk Management
Netherlands
$124M -$278K -1,390 -0.2%
Mercer Global Advisors
247
Mercer Global Advisors
Colorado
$123M +$23.5M +117,301 +24%
Jane Street
248
Jane Street
New York
$122M +$48.2M +240,629 +65%
CIC
249
Crawford Investment Counsel
Georgia
$122M -$3.64M -18,192 -3%
Cambridge Investment Research Advisors
250
Cambridge Investment Research Advisors
Iowa
$122M +$801K +3,999 +0.7%
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