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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 %
MMH
126
Menora Mivtachim Holdings
Israel
$335M +$22.3M +111,495 +7%
First Trust Advisors
127
First Trust Advisors
Illinois
$331M -$34.1M -170,446 -9%
State of New Jersey Common Pension Fund D
128
State of New Jersey Common Pension Fund D
New Jersey
$331M – – –
State of Wisconsin Investment Board
129
State of Wisconsin Investment Board
Wisconsin
$330M +$9.51M +47,496 +3%
UM
130
UniSuper Management
Australia
$327M +$134M +671,135 +70%
Cerity Partners
131
Cerity Partners
New York
$325M -$125M -622,301 -28%
CCM
132
Cullen Capital Management
New York
$324M +$65M +324,446 +25%
TIM
133
Thornburg Investment Management
New Mexico
$316M -$16.5M -82,215 -5%
Wealth Enhancement Advisory Services
134
Wealth Enhancement Advisory Services
Minnesota
$307M -$3.72M -18,552 -1%
EIP
135
Epoch Investment Partners
New York
$305M +$23M +114,780 +8%
HTC
136
Haverford Trust Company
Pennsylvania
$305M -$18.7M -93,224 -6%
PAM
137
Panagora Asset Management
Massachusetts
$300M +$6.46M +32,273 +2%
Public Employees Retirement Association of Colorado
138
Public Employees Retirement Association of Colorado
Colorado
$296M -$7.87M -39,316 -3%
SCM
139
Smead Capital Management
Arizona
$291M +$12M +59,893 +4%
CI Investments Inc
140
CI Investments Inc
Ontario, Canada
$288M -$34.5M -172,490 -11%
Aviva
141
Aviva
United Kingdom
$288M +$6.61M +32,980 +2%
KBC Group
142
KBC Group
Belgium
$285M -$57.7M -288,104 -17%
Ohio Public Employees Retirement System (OPERS)
143
Ohio Public Employees Retirement System (OPERS)
Ohio
$282M -$20.9M -104,394 -7%
Pictet Asset Management
144
Pictet Asset Management
Switzerland
$282M -$31.2M -155,657 -10%
SC
145
Scotia Capital
Ontario, Canada
$273M -$2.87M -14,338 -1%
Balyasny Asset Management
146
Balyasny Asset Management
Illinois
$273M +$42.3M +211,283 +18%
SO
147
STRS Ohio
Ohio
$268M -$12.3M -61,263 -4%
Asset Management One
148
Asset Management One
Japan
$266M -$12.5M -62,456 -4%
Pzena Investment Management
149
Pzena Investment Management
New York
$263M -$90.8M -453,519 -26%
BWA
150
Brave Warrior Advisors
New York
$260M -$71.6M -357,530 -22%
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