JPMorgan Chase
JPM
4,113 hedge funds and large institutions have $414B invested in JPMorgan Chase in 2024 Q1 according to their latest regulatory filings, with 254 funds opening new positions, 1,618 increasing their positions, 1,863 reducing their positions, and 83 closing their positions.
206% more first-time investments, than exits
New positions opened: 254 | Existing positions closed: 83
14% more capital invested
Capital invested by funds: $363B → $414B (+$50.9B)
12% more funds holding in top 10
Funds holding in top 10: 640 → 719 (+79)
3% more funds holding
Funds holding: 3,995 → 4,113 (+118)
9% less call options, than puts
Call options by funds: $9.15B | Put options by funds: $10B
1.99% less ownership
Funds ownership: 73.83% → 71.84% (-2%)
13% less repeat investments, than reductions
Existing positions increased: 1,618 | Existing positions reduced: 1,863
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$788M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$587M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$507M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$498M |
| 5 |
Barclays
London,
United Kingdom
|
+$431M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$11.4B |
| 2 |
PIF
Public Investment Fund
Al Aqiq District, Riyadh,
Saudi Arabia
|
-$655M |
| 3 |
Swedbank
Stockholm,
Sweden
|
-$631M |
| 4 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$370M |
| 5 |
Goldman Sachs
New York
|
-$314M |
JPM Hedge Fund Activity: Q1 2024 in Review
4,113 of the 6,947 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM) for Q1 2024, worth a combined $414B — up 14% from $363B a quarter earlier.
Buyers outnumbered sellers: 254 funds opened new JPM positions and 83 closed out — a net gain of 171 holders — while 1,618 added to existing stakes and 1,863 trimmed.
The largest buyer was BlackRock, adding an estimated $788M. The largest seller was Morgan Stanley, cutting an estimated $11.4B.
- 4,113 institutional investors held JPMorgan Chase (JPM) as of Q1 2024, up from 3,995 in Q4 2023.
- Funds reported $414B of JPMorgan Chase stock for Q1 2024, up 14% quarter-over-quarter.
- 254 funds opened new JPMorgan Chase positions in Q1 2024 and 83 closed out, a net change of +171 holders.
- The largest JPMorgan Chase buyer in Q1 2024 was BlackRock, an estimated $788M added.
- The largest JPMorgan Chase seller in Q1 2024 was Morgan Stanley, an estimated $11.4B sold.
Based on aggregated 13F filings for Q1 2024.