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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 %
DLA
201
Douglas Lane & Associates
New York
$171M -$3.91M -19,499 -2%
Skandinaviska Enskilda Banken (SEB)
202
Skandinaviska Enskilda Banken (SEB)
Sweden
$170M +$3.96M +19,766 +2%
Kovitz Investment Group Partners
203
Kovitz Investment Group Partners
Illinois
$170M +$3.61M +18,027 +2%
TAF
204
Tredje AP-fonden
Sweden
$168M +$13.1M +65,500 +8%
MML Investors Services
205
MML Investors Services
Massachusetts
$166M +$3.71M +18,524 +2%
ASRS
206
Arizona State Retirement System
Arizona
$166M +$2.41M +12,013 +1%
AQR Capital Management
207
AQR Capital Management
Connecticut
$165M +$12.2M +61,357 +8%
FFB
208
First Financial Bankshares
Texas
$165M -$2.31M -11,553 -1%
Focus Partners Wealth
209
Focus Partners Wealth
Massachusetts
$163M +$51.7M +258,067 +46%
CGPCS
210
Capital Group Private Client Services
California
$163M -$43.6M -217,485 -21%
BCWM
211
Bartlett & Co Wealth Management
Ohio
$160M -$4.72M -23,547 -3%
SOMRS
212
State of Michigan Retirement System
Michigan
$159M +$120K +600 +0.1%
FWCM
213
Ferguson Wellman Capital Management
Oregon
$158M +$2.41M +12,033 +2%
Teacher Retirement System of Texas
214
Teacher Retirement System of Texas
Texas
$157M -$10.9M -54,618 -7%
SP
215
Sarasin & Partners
United Kingdom
$156M +$2.58M +12,895 +2%
QP
216
Quilter Plc
United Kingdom
$156M -$371K -1,850 -0.2%
ERSOT
217
Employees Retirement System of Texas
Texas
$155M -$3.75M -18,700 -2%
Allspring Global Investments
218
Allspring Global Investments
North Carolina
$155M +$4.61M +23,015 +3%
Calamos Advisors
219
Calamos Advisors
Illinois
$154M -$1.48M -7,382 -1%
JHP
220
James Hambro & Partners
United Kingdom
$152M -$336K -1,680 -0.2%
SEI Investments
221
SEI Investments
Pennsylvania
$152M +$4.02M +20,078 +3%
NAM
222
Nissay Asset Management
Japan
$152M +$39.6M +197,764 +35%
PI
223
PineBridge Investments
New York
$149M +$3.52M +17,593 +2%
Axa
224
Axa
France
$147M +$23.7M +118,479 +19%
AIG
225
American International Group
New York
$147M -$417K -2,084 -0.3%
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