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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 %
Nomura Asset Management
176
Nomura Asset Management
Japan
$216M -$11.3M -56,375 -5%
EAM
177
Eagle Asset Management
Florida
$216M +$5.3M +26,636 +3%
Creative Planning
178
Creative Planning
Kansas
$214M +$7.77M +38,805 +4%
BFS
179
Bradley Foster & Sargent
Connecticut
$211M -$3.63M -18,104 -2%
Retirement Systems of Alabama
180
Retirement Systems of Alabama
Alabama
$208M +$9.24M +46,133 +5%
AAMU
181
AEGON Asset Management (UK)
United Kingdom
$206M -$8.86M -44,221 -4%
PA
182
Paralel Advisors
Colorado
$206M – – –
AACR
183
ACR Alpine Capital Research
Missouri
$204M -$71.1M -354,819 -26%
Rafferty Asset Management
184
Rafferty Asset Management
New York
$204M -$1.57M -7,853 -0.8%
Empower Advisory Group
185
Empower Advisory Group
Colorado
$203M -$22.5M -112,293 -10%
Osaic Holdings
186
Osaic Holdings
Arizona
$202M -$71.3M -355,958 -26%
JWBC
187
John W. Bristol & Co
New York
$198M +$694K +3,464 +0.4%
RAM
188
Resona Asset Management
Japan
$197M +$197M +983,843 New
Cetera Investment Advisers
189
Cetera Investment Advisers
Illinois
$196M +$131M +653,205 +202%
CCMG
190
Clark Capital Management Group
Pennsylvania
$195M +$702K +3,504 +0.4%
ATN
191
AMF Tjänstepension
Sweden
$194M -$23.7M -118,378 -11%
Northwestern Mutual Wealth Management
192
Northwestern Mutual Wealth Management
Wisconsin
$193M -$2.48M -12,368 -1%
Bank of Nova Scotia
193
Bank of Nova Scotia
Ontario, Canada
$192M -$411M -2,051,556 -68%
TWC
194
TD Waterhouse Canada
Ontario, Canada
$190M +$1.99M +9,088 +1%
Nisa Investment Advisors
195
Nisa Investment Advisors
Missouri
$189M -$7.83M -39,096 -4%
CLOS
196
Compagnie Lombard Odier SCmA
Switzerland
$189M +$25.5M +127,238 +16%
WHG
197
Westwood Holdings Group
Texas
$183M -$8.56M -42,733 -4%
HA
198
Homestead Advisers
Virginia
$177M -$2.7M -13,500 -2%
Mirae Asset Global Investments
199
Mirae Asset Global Investments
South Korea
$172M +$4.6M +26,297 +3%
LSV Asset Management
200
LSV Asset Management
Illinois
$171M -$1.12M -5,600 -0.7%
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