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JPMorgan Chase
JPM

4,113 hedge funds and large institutions have $414B invested in JPMorgan Chase in 2024 Q1 according to their latest regulatory filings, with 254 funds opening new positions, 1,618 increasing their positions, 1,863 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more first-time investments, than exits

New positions opened: 254 | Existing positions closed: 83

14% more capital invested

Capital invested by funds: $363B → $414B (+$51B)

12% more funds holding in top 10

Funds holding in top 10: 640 → 719 (+79)

3% more funds holding

Funds holding: 3,994 → 4,113 (+119)

9% less call options, than puts

Call options by funds: $9.15B | Put options by funds: $10B

1.99% less ownership

Funds ownership: 73.83% → 71.84% (-2%)

13% less repeat investments, than reductions

Existing positions increased: 1,618 | Existing positions reduced: 1,863

Holders
4,113
Holders Change
+119
Holders Change %
+2.98%
% of All Funds
59.21%
Holding in Top 10
719
Holding in Top 10 Change
+79
Holding in Top 10 Change %
+12.34%
% of All Funds
10.35%
New
254
Increased
1,618
Reduced
1,863
Closed
83
Calls
$9.15B
Puts
$10B
Net Calls
-$852M
Net Calls Change
+$1.43B

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$788M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$587M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$507M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$498M
5
Barclays
Barclays
United Kingdom
+$431M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$11.4B
2
PIF
Public Investment Fund
Saudi Arabia
-$655M
3
Swedbank
Swedbank
Sweden
-$631M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$370M
5
Goldman Sachs
Goldman Sachs
New York
-$314M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
501
Mill Capital Management
North Carolina
$42.4M -$2.06M -11,390 -5%
CSIC
502
Clifford Swan Investment Counsel
California
$42.2M -$1.33M -7,359 -3%
TCOV
503
Trust Company of Vermont
Vermont
$41.8M +$7.91M +43,839 +27%
WT
504
Washington Trust
Rhode Island
$41.7M -$1.69M -9,365 -4%
JAM
505
Jupiter Asset Management
United Kingdom
$41.6M +$19.9M +110,036 +113%
FPCG
506
Fort Pitt Capital Group
Pennsylvania
$41.3M -$126K -699 -0.3%
Wolverine Trading
507
Wolverine Trading
Illinois
$41.1M -$15.5M -86,163 -30%
EAM
508
Erste Asset Management
Austria
$41.1M -$487K -2,700 -1%
MIM
509
Manitou Investment Management
Ontario, Canada
$41.1M -$178K -986 -0.5%
NIM
510
Northeast Investment Management
Massachusetts
$41M -$213K -1,179 -0.6%
GI
511
Gradient Investments
Minnesota
$40.9M -$1.8M -9,976 -5%
CTA
512
Chesley Taft & Associates
Illinois
$40.8M -$54.7K -303 -0.1%
TNB
513
Thomasville National Bank
Georgia
$40.7M +$310K +1,716 +0.9%
CGH
514
Crossmark Global Holdings
Texas
$40.6M -$904K -5,008 -2%
MSRPS
515
Maryland State Retirement & Pension System
Maryland
$40.5M +$238K +1,321 +0.6%
DJSG
516
D.J. St. Germain
Massachusetts
$40.4M -$544K -3,015 -1%
FNT
517
First National Trust
Pennsylvania
$40.4M -$4.14M -22,933 -10%
SPC
518
Stewart & Patten Company
California
$40.4M -$2.05M -11,357 -5%
OC
519
Oakworth Capital
Alabama
$40.1M -$329K -1,821 -0.9%
CS
520
Central Securities
New York
$40.1M – – –
NSGL
521
No Street GP LP
California
$40.1M – – –
Acadian Asset Management
522
Acadian Asset Management
Massachusetts
$39.7M +$10.6M +58,759 +42%
RT
523
Rockland Trust
Massachusetts
$39.5M -$1.86M -10,317 -5%
WBG
524
Wharton Business Group
Pennsylvania
$39.5M -$388K -2,149 -1%
HCMT
525
Highland Capital Management (Tennessee)
Tennessee
$39.4M +$244K +1,353 +0.7%
19 20
21
22 23

JPM Hedge Fund Activity: Q1 2024 in Review

4,113 of the 6,946 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM) for Q1 2024, worth a combined $414B — up 14% from $363B a quarter earlier.

Buyers outnumbered sellers: 254 funds opened new JPM positions and 83 closed out — a net gain of 171 holders — while 1,618 added to existing stakes and 1,863 trimmed.

The largest buyer was BlackRock, adding an estimated $788M. The largest seller was Morgan Stanley, cutting an estimated $11.4B.

  • 4,113 institutional investors held JPMorgan Chase (JPM) as of Q1 2024, up from 3,994 in Q4 2023.
  • Funds reported $414B of JPMorgan Chase stock for Q1 2024, up 14% quarter-over-quarter.
  • 254 funds opened new JPMorgan Chase positions in Q1 2024 and 83 closed out, a net change of +171 holders.
  • The largest JPMorgan Chase buyer in Q1 2024 was BlackRock, an estimated $788M added.
  • The largest JPMorgan Chase seller in Q1 2024 was Morgan Stanley, an estimated $11.4B sold.

Based on aggregated 13F filings for Q1 2024.