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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 %
Treasurer of the State of North Carolina
151
Treasurer of the State of North Carolina
North Carolina
$259M +$2.36M +11,800 +0.9%
VNIM
152
Vaughan Nelson Investment Management
Texas
$259M +$94.5M +471,991 +57%
Los Angeles Capital Management
153
Los Angeles Capital Management
California
$258M +$23.2M +115,673 +10%
GT
154
Glenmede Trust
Pennsylvania
$254M -$2.78M -13,895 -1%
Comerica Bank
155
Comerica Bank
Texas
$252M -$3.04M -15,193 -1%
Brown Advisory
156
Brown Advisory
Maryland
$251M -$15.4M -76,666 -6%
Macquarie Group
157
Macquarie Group
Australia
$249M -$88.1M -439,957 -26%
Susquehanna International Group
158
Susquehanna International Group
Pennsylvania
$244M -$131M -652,600 -35%
CB
159
Commerce Bank
Missouri
$244M -$2.74M -13,663 -1%
Zurich Cantonal Bank
160
Zurich Cantonal Bank
Switzerland
$244M -$4.27M -21,339 -2%
CIBC World Market
161
CIBC World Market
Ontario, Canada
$242M +$9.76M +48,705 +4%
State of Tennessee, Department of Treasury
162
State of Tennessee, Department of Treasury
Tennessee
$241M -$14.6M -72,852 -6%
Handelsbanken Fonder
163
Handelsbanken Fonder
Sweden
$241M +$11.1M +55,221 +5%
GLA
164
Great Lakes Advisors
Illinois
$239M +$3.24M +16,163 +1%
BTW
165
Boston Trust Walden
Massachusetts
$239M -$7.71M -38,480 -3%
DC
166
Davenport & Co
Virginia
$237M -$3.58M -17,880 -1%
Loomis, Sayles & Company
167
Loomis, Sayles & Company
Massachusetts
$236M -$17.2M -85,623 -7%
OAC
168
OMERS Administration Corp
Ontario, Canada
$234M – – –
RFC
169
Regions Financial Corp
Alabama
$233M -$3.24M -16,168 -1%
DnB Asset Management
170
DnB Asset Management
Norway
$230M -$12.2M -60,935 -5%
ZIM
171
Zacks Investment Management
Illinois
$228M +$6.08M +30,360 +3%
JFL
172
Jarislowsky, Fraser Ltd
Quebec, Canada
$222M -$7.22M -36,039 -3%
ZIG
173
Zurich Insurance Group
Switzerland
$221M +$105M +525,383 +91%
Caisse de Depot et Placement du Quebec (CDPQ)
174
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$221M +$92.5M +461,691 +72%
CWM
175
CIBC World Markets
New York
$220M +$39.1M +195,158 +22%
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