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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 %
DSA
76
Davis Selected Advisers
Arizona
$647M -$153M -765,565 -19%
BNP Paribas Financial Markets
77
BNP Paribas Financial Markets
France
$646M +$132M +659,558 +26%
LPL Financial
78
LPL Financial
California
$645M +$14.8M +73,889 +2%
CIBC Private Wealth Group
79
CIBC Private Wealth Group
Georgia
$627M -$12.6M -63,358 -2%
Canada Pension Plan Investment Board
80
Canada Pension Plan Investment Board
Ontario, Canada
$622M +$38.4M +191,944 +7%
Fidelity International
81
Fidelity International
Bermuda
$620M -$60.4M -301,759 -9%
Victory Capital Management
82
Victory Capital Management
Texas
$604M +$2.37M +11,834 +0.4%
National Bank of Canada
83
National Bank of Canada
Quebec, Canada
$600M -$223M -1,123,837 -27%
Citigroup
84
Citigroup
New York
$592M +$5.3M +26,476 +0.9%
Robeco Institutional Asset Management
85
Robeco Institutional Asset Management
Netherlands
$586M +$92.2M +460,270 +19%
Mackenzie Financial
86
Mackenzie Financial
Ontario, Canada
$582M -$2.61M -13,039 -0.4%
Truist Financial
87
Truist Financial
North Carolina
$574M -$12M -60,079 -2%
Adage Capital Partners
88
Adage Capital Partners
Massachusetts
$568M +$5.61M +28,000 +1%
New York State Teachers Retirement System (NYSTRS)
89
New York State Teachers Retirement System (NYSTRS)
New York
$568M -$17.3M -86,359 -3%
Manulife (Manufacturers Life Insurance)
90
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$565M -$79.3M -396,148 -12%
HighTower Advisors
91
HighTower Advisors
Illinois
$553M -$71.1M -355,338 -11%
Korea Investment Corp
92
Korea Investment Corp
South Korea
$534M -$16.5M -82,449 -3%
Nordea Investment Management
93
Nordea Investment Management
Sweden
$523M -$14.4M -71,987 -3%
Bank Julius Baer & Co
94
Bank Julius Baer & Co
Switzerland
$511M +$67.9M +340,828 +15%
VOYA Investment Management
95
VOYA Investment Management
Georgia
$510M -$125M -625,437 -20%
RG
96
Rathbones Group
United Kingdom
$493M +$5.07M +25,328 +1%
Canada Life
97
Canada Life
Manitoba, Canada
$477M +$9.33M +46,551 +2%
Royal London Asset Management
98
Royal London Asset Management
United Kingdom
$470M +$24.6M +122,590 +6%
Chevy Chase Trust
99
Chevy Chase Trust
Maryland
$469M -$5.24M -26,155 -1%
Aberdeen Group
100
Aberdeen Group
United Kingdom
$466M +$7.23M +36,097 +2%
2 3
4
5 6