JPMorgan Chase
JPM
4,120 hedge funds and large institutions have $415B invested in JPMorgan Chase in 2024 Q1 according to their latest regulatory filings, with 256 funds opening new positions, 1,624 increasing their positions, 1,862 reducing their positions, and 82 closing their positions.
212% more first-time investments, than exits
New positions opened: 256 | Existing positions closed: 82
17% more capital invested
Capital invested by funds: $353B → $415B (+$61.3B)
12% more funds holding in top 10
Funds holding in top 10: 640 → 719 (+79)
3% more funds holding
Funds holding: 3,998 → 4,120 (+122)
0.05% more ownership
Funds ownership: 71.9% → 71.96% (+0.05%)
9% less call options, than puts
Call options by funds: $9.15B | Put options by funds: $10B
13% less repeat investments, than reductions
Existing positions increased: 1,624 | Existing positions reduced: 1,862
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 |
Neuberger Berman Group
New York
|
-$1.9B |
| 2 |
PIF
Public Investment Fund
Al Aqiq District, Riyadh,
Saudi Arabia
|
-$655M |
| 3 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$370M |
| 4 |
Goldman Sachs
New York
|
-$314M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$254M |
JPM Hedge Fund Activity: Q1 2024 in Review
4,120 of the 6,961 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM) for Q1 2024, worth a combined $415B — up 17% from $353B a quarter earlier.
Buyers outnumbered sellers: 256 funds opened new JPM positions and 82 closed out — a net gain of 174 holders — while 1,624 added to existing stakes and 1,862 trimmed.
The largest buyer was BlackRock, adding an estimated $788M. The largest seller was Neuberger Berman Group, cutting an estimated $1.9B.
- 4,120 institutional investors held JPMorgan Chase (JPM) as of Q1 2024, up from 3,998 in Q4 2023.
- Funds reported $415B of JPMorgan Chase stock for Q1 2024, up 17% quarter-over-quarter.
- 256 funds opened new JPMorgan Chase positions in Q1 2024 and 82 closed out, a net change of +174 holders.
- The largest JPMorgan Chase buyer in Q1 2024 was BlackRock, an estimated $788M added.
- The largest JPMorgan Chase seller in Q1 2024 was Neuberger Berman Group, an estimated $1.9B sold.
Based on aggregated 13F filings for Q1 2024.