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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 %
OHWA
4101
Oak Hill Wealth Advisors
Virginia
– -$1.98M -11,628 Closed
FCM
4102
FJ Capital Management
Virginia
– -$1.86M -10,922 Closed
MFS
4103
Mirabella Financial Services
United Kingdom
– -$1.82M -10,672 Closed
PI
4104
PEAK6 Investments
Illinois
– -$1.62M -9,500 Closed
ONGA
4105
O'Neil Global Advisors
California
– -$1.4M -8,200 Closed
PCM
4106
Pentwater Capital Management
Florida
– -$1.36M -8,000 Closed
CCM
4107
Carlson Capital Management
Minnesota
– -$1.36M -7,982 Closed
PCIG
4108
Partners Capital Investment Group
Massachusetts
– -$1.32M -7,737 Closed
GWS
4109
Glassman Wealth Services
Virginia
– -$1.2M -7,083 Closed
XT
4110
XTX Topco
Cayman Islands
– -$1.12M -6,581 Closed
RP
4111
Riverbridge Partners
Minnesota
– -$1.1M -6,457 Closed
MS
4112
Maven Securities
Jersey
– -$1.07M -6,309 Closed
PRC
4113
Pearl River Capital
Michigan
– -$797K -4,688 Closed
CWP
4114
Curated Wealth Partners
California
– -$761K -4,475 Closed
SFM
4115
Spartan Fund Management
Canada
– -$733K -4,312 Closed
SGWM
4116
Sterling Group Wealth Management
California
– -$712K -4,187 Closed
BWA
4117
BlueSky Wealth Advisors
North Carolina
– -$639K -3,756 Closed
KOC
4118
Koss-Olinger Consulting
Florida
– -$627K -3,685 Closed
MM
4119
MQS Management
New York
– -$611K -3,592 Closed
TVM
4120
True Vision MN
Minnesota
– -$568K -3,337 Closed
JDR
4121
Jay D. Rosenbaum
– -$530K -3,117 Closed
PE
4122
Point72 Europe
United Kingdom
– -$490K -2,880 Closed
Alyeska Investment Group
4123
Alyeska Investment Group
Illinois
– -$483K -2,841 Closed
KA
4124
Kure Advisory
Minnesota
– -$477K -2,802 Closed
SM
4125
Sciencast Management
New Jersey
– -$473K -2,782 Closed
163 164
165
166 167