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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
1
BlackRock
New York
$39.3B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$3.45B
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$5.21B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$11.1B
5
Barclays
5
Barclays
United Kingdom
$2.21B

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$13.4B
2
PIF
2
Public Investment Fund
Saudi Arabia
$0
3
Swedbank
3
Swedbank
Sweden
$0
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$192M
5
Goldman Sachs
5
Goldman Sachs
New York
$3.28B
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$54.3B -$270M -1,348,934 -0.5%
BlackRock
2
BlackRock
New York
$39.3B +$875M +4,366,153 +2%
State Street
3
State Street
Massachusetts
$25.2B +$138M +689,942 +0.6%
Morgan Stanley
4
Morgan Stanley
New York
$13.4B -$12.6B -62,953,027 -49%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$11.4B +$317M +1,585,527 +3%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$11.1B +$553M +2,759,739 +5%
Bank of America
7
Bank of America
North Carolina
$10.2B -$8.76M -43,710 -0.1%
Capital International Investors
8
Capital International Investors
California
$8.47B +$156M +778,297 +2%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$7.81B -$128M -640,821 -2%
Norges Bank
10
Norges Bank
Norway
$7.36B +$274M +1,368,206 +4%
Capital World Investors
11
Capital World Investors
California
$6.89B +$30.2M +150,812 +0.4%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$6.31B -$124M -619,030 -2%
Northern Trust
13
Northern Trust
Illinois
$6.16B -$237M -1,183,894 -4%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$5.77B -$134M -667,379 -2%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$5.59B -$184M -919,308 -3%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$5.21B +$563M +2,811,415 +12%
Wells Fargo
17
Wells Fargo
California
$5B -$5.35M -26,725 -0.1%
Ameriprise
18
Ameriprise
Minnesota
$4.73B -$20.1M -100,060 -0.4%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$4.34B +$63.6M +317,665 +1%
Charles Schwab
20
Charles Schwab
California
$4B +$11.1M +56,138 +0.3%
Legal & General Group
21
Legal & General Group
United Kingdom
$3.76B -$18.3M -91,564 -0.5%
UBS Group
22
UBS Group
Switzerland
$3.52B +$302M +1,507,915 +9%
Capital Research Global Investors
23
Capital Research Global Investors
California
$3.45B +$651M +3,252,451 +23%
Nuveen Asset Management
24
Nuveen Asset Management
Illinois
$3.43B +$115M +576,141 +3%
Goldman Sachs
25
Goldman Sachs
New York
$3.28B -$348M -1,738,968 -10%
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