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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 %
Mariner
101
Mariner
Kansas
$459M +$12.6M +62,954 +3%
Fifth Third Bancorp
102
Fifth Third Bancorp
Ohio
$452M -$5.23M -26,134 -1%
William Blair & Company
103
William Blair & Company
Illinois
$444M +$626K +3,127 +0.1%
Jennison Associates
104
Jennison Associates
New York
$444M -$8.73M -43,603 -2%
Natixis Advisors
105
Natixis Advisors
Massachusetts
$432M +$41.4M +206,717 +11%
Luther King Capital Management (LKCM)
106
Luther King Capital Management (LKCM)
Texas
$426M -$7.27M -36,298 -2%
M&T Bank
107
M&T Bank
New York
$413M +$2.38M +11,895 +0.6%
State Board of Administration of Florida Retirement System
108
State Board of Administration of Florida Retirement System
Florida
$410M +$18.1M +138,738 +5%
CI
109
Cincinnati Insurance
Ohio
$403M – – –
BGIM
110
Brandywine Global Investment Management
Pennsylvania
$397M +$1.96M +9,777 +0.5%
Toronto Dominion Bank
111
Toronto Dominion Bank
Ontario, Canada
$391M -$35.3M -176,453 -8%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
112
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$389M -$175M -871,222 -31%
CWP
113
Capital Wealth Planning
Florida
$389M -$162M -808,490 -29%
Russell Investments Group
114
Russell Investments Group
United Kingdom
$373M +$16.9M +84,173 +5%
HNB
115
Huntington National Bank
Ohio
$372M -$1.97M -9,833 -0.5%
Thrivent Financial for Lutherans
116
Thrivent Financial for Lutherans
Minnesota
$370M -$10.1M -50,216 -3%
Lord, Abbett & Co
117
Lord, Abbett & Co
New Jersey
$367M -$84.3M -420,787 -19%
Rockefeller Capital Management
118
Rockefeller Capital Management
New York
$367M +$9.53M +47,555 +3%
Commonwealth Equity Services
119
Commonwealth Equity Services
Massachusetts
$361M -$1.24M -6,207 -0.3%
KeyBank National Association
120
KeyBank National Association
Ohio
$359M -$2.37M -11,846 -0.7%
Janney Montgomery Scott
121
Janney Montgomery Scott
Pennsylvania
$354M +$1.08M +5,389 +0.3%
Mitsubishi UFJ Trust & Banking
122
Mitsubishi UFJ Trust & Banking
Japan
$349M -$6.09M -30,456 -2%
MPI
123
Mairs & Power Inc
Minnesota
$344M -$2.11M -10,555 -0.6%
GRQ
124
Gardner Russo & Quinn
Pennsylvania
$343M -$62.7M -312,875 -15%
BG
125
Bahl & Gaynor
Ohio
$336M +$100M +500,445 +43%
3 4
5
6 7