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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 %
MSE
4151
MUFG Securities EMEA
United Kingdom
– -$206K -1,210 Closed
AIM
4152
Aigen Investment Management
New York
– -$200K -1,178 Closed
LIWM
4153
Long Island Wealth Management
New York
– -$120K -707 Closed
CW
4154
Cooksen Wealth
Texas
– -$109K -643 Closed
CI
4155
Cordant Inc
Oregon
– -$76.4K -449 Closed
LFA
4156
Livelsberger Financial Advisory
Ohio
– -$73.8K -434 Closed
KI
4157
Kapitalo Investimentos
Brazil
– -$66.5K -391 Closed
MS
4158
Mizuho Securities
Japan
– -$18.7K -110 Closed
TFG
4159
Team Financial Group
California
– -$4.93K -29 Closed
IWA
4160
IBEX Wealth Advisors
New Jersey
– -$450 -3 Closed
163 164 165 166
167