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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 %
MWA
4126
MFA Wealth Advisors
Pennsylvania
– -$471K -2,767 Closed
ACM
4127
Aljian Capital Management
Nevada
– -$459K -2,700 Closed
ORAM
4128
One River Asset Management
Connecticut
– -$374K -2,196 Closed
EC
4129
Elequin Capital
New York
– -$347K -2,040 Closed
SCM
4130
Sollinda Capital Management
Florida
– -$341K -2,004 Closed
ACM
4131
Alethea Capital Management
Washington
– -$340K -2,000 Closed
AGM
4132
Alpine Global Management
New York
– -$311K -1,831 Closed
AP
4133
Arlington Partners
Alabama
– -$303K -1,781 Closed
ARIS
4134
Advanced Research Investment Solutions
California
– -$291K -1,708 Closed
BCM
4135
Bluefin Capital Management
New York
– -$290K -1,700 Closed
LAM
4136
LECAP Asset Management
United Kingdom
– -$289K -1,697 Closed
XC
4137
XY Capital
Hong Kong
– -$277K -1,628 Closed
JSA
4138
Jacobson & Schmitt Advisors
Wisconsin
– -$276K -1,624 Closed
PBF
4139
Petix & Botte Financial
California
– -$275K -1,616 Closed
PMIA
4140
Patrick Mauro Investment Advisor
Illinois
– -$272K -1,598 Closed
MFG
4141
Midwest Financial Group
Kansas
– -$267K -1,570 Closed
SFA
4142
Seneca Financial Advisors
New York
– -$260K -1,530 Closed
DSN
4143
D. Scott Neal
Kentucky
– -$231K -1,360 Closed
RWM
4144
Revisor Wealth Management
Ohio
– -$229K -1,348 Closed
HHGA
4145
Halbert Hargrove Global Advisors
California
– -$228K -1,341 Closed
PFM
4146
Peak Financial Management
Massachusetts
– -$228K -1,340 Closed
PA
4147
Planning Alternatives
Michigan
– -$217K -1,276 Closed
BBW
4148
Blue Barn Wealth
Utah
– -$213K -1,254 Closed
FFW
4149
Fusion Family Wealth
New York
– -$213K -1,250 Closed
GCA
4150
Genesee Capital Advisors
New York
– -$211K -1,241 Closed
163 164 165
166
167