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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 %
HWM
4076
HighMark Wealth Management
Minnesota
$2K -$10.4K -61 Closed
FIA
4077
FNY Investment Advisers
New York
$1K +$1K +5,000 New
EC
4078
EntryPoint Capital
New York
$200 -$30.2K -151 -99%
PIF
4079
Public Investment Fund
Saudi Arabia
– -$655M -3,851,053 Closed
Swedbank
4080
Swedbank
Sweden
– -$631M -3,711,707 Closed
CS
4081
Clear Street
New York
– -$34M -200,000 Closed
MWM
4082
Meridian Wealth Management
Kentucky
– -$30.4M -178,990 Closed
CWM
4083
Curi Wealth Management
North Carolina
– -$15.5M -91,296 Closed
FI
4084
FJ Investments
Utah
– -$12.8M -75,404 Closed
ECU
4085
Eisler Capital (UK)
United Kingdom
– -$9.66M -56,772 Closed
SAG
4086
SageView Advisory Group
California
– -$7.58M -42,994 Closed
JGUA
4087
John G. Ullman & Associates
New York
– -$7.15M -42,018 Closed
CG
4088
Cutler Group
California
– -$6.83M -40,158 Closed
IUHSA
4089
Itau Unibanco Holding S.A.
Brazil
– -$6.02M -35,419 Closed
QIM
4090
Quantitative Investment Management
Virginia
– -$5.97M -35,090 Closed
BCA
4091
Bernzott Capital Advisors
California
– -$5.89M -34,623 Closed
NWM
4092
Napa Wealth Management
California
– -$5.72M -33,641 Closed
MA
4093
MYDA Advisors
New York
– -$5.1M -30,000 Closed
VanEck Associates
4094
VanEck Associates
New York
– -$4.11M -24,168 Closed
YIH
4095
Y-Intercept (HK)
Hong Kong
– -$4.04M -23,760 Closed
GPTE
4096
Generali Powszechne Towarzystwo Emerytalne
Poland
– -$3.42M -20,118 Closed
HIG
4097
Herr Investment Group
Texas
– -$3.14M -18,441 Closed
PIWA
4098
Prevail Innovative Wealth Advisors
Kansas
– -$3.1M -18,222 Closed
BOCM
4099
Bontempo Ohly Capital Management
Maryland
– -$2.69M -15,836 Closed
PVH
4100
Psagot Value Holdings
Israel
– -$2.17M -12,723 Closed
162 163
164
165 166