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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 %
Franklin Resources
26
Franklin Resources
California
$2.93B +$405M +2,023,471 +16%
DZ Bank
27
DZ Bank
Germany
$2.77B +$195M +974,895 +8%
Invesco
28
Invesco
Georgia
$2.65B -$279M -1,391,843 -10%
Deutsche Bank
29
Deutsche Bank
Germany
$2.59B +$26.8M +133,616 +1%
Fisher Asset Management
30
Fisher Asset Management
Washington
$2.45B +$83.4M +416,484 +4%
UBS AM
31
UBS AM
Illinois
$2.33B -$39.4M -196,717 -2%
Barclays
32
Barclays
United Kingdom
$2.21B +$479M +2,389,363 +28%
Neuberger Berman Group
33
Neuberger Berman Group
New York
$2.05B -$31.7M -158,486 -2%
RJA
34
Raymond James & Associates
Florida
$1.87B +$41M +204,472 +2%
Boston Partners
35
Boston Partners
Massachusetts
$1.81B -$7.07M -35,342 -0.4%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$1.75B +$236M +1,184,116 +16%
Sanders Capital
37
Sanders Capital
Florida
$1.62B +$11.2M +55,954 +0.7%
HSBC Holdings
38
HSBC Holdings
United Kingdom
$1.56B +$218M +1,086,647 +16%
ClearBridge Investments
39
ClearBridge Investments
New York
$1.51B -$32.1M -160,161 -2%
Sumitomo Mitsui Trust Group
40
Sumitomo Mitsui Trust Group
Japan
$1.45B -$50.9M -254,245 -3%
Arrowstreet Capital
41
Arrowstreet Capital
Massachusetts
$1.44B -$282M -1,409,241 -16%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$1.43B +$135M +673,404 +10%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$1.42B -$16M -79,704 -1%
Janus Henderson Group
44
Janus Henderson Group
United Kingdom
$1.41B -$168M -836,538 -11%
AllianceBernstein
45
AllianceBernstein
Tennessee
$1.31B -$131M -652,373 -9%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$1.27B -$20.1M -100,353 -2%
Bessemer Group
47
Bessemer Group
New Jersey
$1.19B -$48.6M -242,622 -4%
Principal Financial Group
48
Principal Financial Group
Iowa
$1.18B -$42.1M -210,399 -3%
Baird Financial Group
49
Baird Financial Group
Wisconsin
$1.14B +$19.2M +96,062 +2%
UE
50
Unisphere Establishment
Liechtenstein
$1.14B +$15M +75,000 +1%
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