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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
1
BlackRock
New York
$39.3B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$3.45B
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$5.21B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$11.1B
5
Barclays
5
Barclays
United Kingdom
$2.21B

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$13.4B
2
PIF
2
Public Investment Fund
Saudi Arabia
$0
3
Swedbank
3
Swedbank
Sweden
$0
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$192M
5
Goldman Sachs
5
Goldman Sachs
New York
$3.28B
Name Holding Trade Value Shares
Change 		Shares
Change %
RhumbLine Advisers
51
RhumbLine Advisers
Massachusetts
$1.1B -$15.3M -76,501 -1%
Schroder Investment Management Group
52
Schroder Investment Management Group
United Kingdom
$1.05B +$28.6M +142,816 +3%
Primecap Management
53
Primecap Management
California
$1.03B +$125M +626,200 +14%
TD Asset Management
54
TD Asset Management
Ontario, Canada
$952M +$55.5M +277,261 +6%
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$937M +$1.44M +7,190 +0.2%
GA
56
Greenhaven Associates
New York
$927M -$19.5M -97,120 -2%
Amundi
57
Amundi
France
$904M +$54.4M +300,033 +6%
National Pension Service
58
National Pension Service
South Korea
$902M +$8.06M +40,245 +0.9%
CS
59
Credit Suisse
Switzerland
$862M -$98M -490,235 -10%
Stifel Financial
60
Stifel Financial
Missouri
$862M -$5.7M -28,441 -0.7%
RJFSA
61
Raymond James Financial Services Advisors
Florida
$856M -$4.2M -20,946 -0.5%
American Century Companies
62
American Century Companies
Missouri
$854M +$3.14M +15,655 +0.4%
New York State Common Retirement Fund
63
New York State Common Retirement Fund
New York
$820M -$47.3M -236,053 -5%
US Bancorp
64
US Bancorp
Minnesota
$794M -$10.9M -54,518 -1%
JPMorgan Chase & Co
65
JPMorgan Chase & Co
New York
$793M -$51.1M -255,067 -6%
Ensign Peak Advisors
66
Ensign Peak Advisors
Utah
$772M -$46.5M -231,976 -6%
APG Asset Management
67
APG Asset Management
Netherlands
$748M +$42.4M +228,789 +6%
Corient Private Wealth
68
Corient Private Wealth
Florida
$733M +$25.6M +127,571 +4%
Mitsubishi UFJ Asset Management
69
Mitsubishi UFJ Asset Management
Japan
$716M +$119M +592,043 +20%
1832 Asset Management
70
1832 Asset Management
Ontario, Canada
$706M +$37.1M +185,290 +6%
Allianz Asset Management
71
Allianz Asset Management
Germany
$695M +$104M +518,733 +18%
DekaBank Deutsche Girozentrale
72
DekaBank Deutsche Girozentrale
Germany
$687M +$6.82M +34,054 +1%
Prudential Financial
73
Prudential Financial
New Jersey
$669M +$25.9M +129,342 +4%
Citadel Advisors
74
Citadel Advisors
Florida
$663M -$248M -1,236,926 -27%
Fayez Sarofim & Co
75
Fayez Sarofim & Co
Texas
$660M -$56.7M -282,838 -8%
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