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JPMorgan Chase
JPM

Overview Fund Activity

4,166 hedge funds and large institutions have $419B invested in JPMorgan Chase in 2024 Q3 according to their latest regulatory filings, with 189 funds opening new positions, 1,721 increasing their positions, 1,848 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,166
Holders Change
+33
Holders Change %
+0.8%
% of All Funds
60.26%
Holding in Top 10
616
Holding in Top 10 Change
-51
Holding in Top 10 Change %
-7.65%
% of All Funds
8.91%
New
189
Increased
1,721
Reduced
1,848
Closed
102
Calls
$8.13B
Puts
$10.6B
Net Calls
-$2.44B
Net Calls Change
-$663M

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$3.54B
2
BlackRock
2
BlackRock
New York
$42.7B
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$923M
4
Ninety One (UK)
4
Ninety One (UK)
United Kingdom
$323M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$759M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$6.28B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$10.2B
3
APG Asset Management
3
APG Asset Management
Netherlands
$92.3M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$5.26B
5
Capital World Investors
5
Capital World Investors
California
$7.25B
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
226
Susquehanna International Group
Pennsylvania
$147M -$44.9M -212,802 -23%
Mercer Global Advisors
227
Mercer Global Advisors
Colorado
$147M +$13.8M +66,363 +10%
EWA
228
EP Wealth Advisors
California
$146M +$9.43M +44,701 +7%
CF
229
Corebridge Financial
Texas
$144M -$5.57M -26,419 -4%
Mirae Asset Global Investments
230
Mirae Asset Global Investments
South Korea
$144M +$19.8M +95,461 +16%
SMDAM
231
Sumitomo Mitsui DS Asset Management
Japan
$143M +$4.7M +22,285 +3%
ProShare Advisors
232
ProShare Advisors
Maryland
$140M -$9.32M -44,215 -6%
Los Angeles Capital Management
233
Los Angeles Capital Management
California
$139M -$21.6M -102,610 -13%
EWM
234
Evercore Wealth Management
New York
$138M -$1.57M -7,467 -1%
KAS
235
Kestra Advisory Services
Texas
$134M -$8.83M -41,886 -6%
ASC
236
Atalanta Sosnoff Capital
New York
$133M -$627K -2,972 -0.5%
PFP
237
Pinnacle Financial Partners
Tennessee
$132M -$826K -3,916 -0.6%
MSV
238
MN Services Vermogensbeheer
Netherlands
$132M -$5.8M -27,500 -4%
PGFC
239
Peapack-Gladstone Financial Corp
New Jersey
$132M -$865K -4,101 -0.7%
COPPSERS
240
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$131M -$2.4M -11,400 -2%
SPIA
241
Steward Partners Investment Advisory
New York
$130M +$12.1M +57,482 +10%
WT
242
Whittier Trust
California
$128M -$6.19M -29,338 -5%
NA
243
NewEdge Advisors
Louisiana
$128M +$12.9M +61,083 +11%
Cambridge Investment Research Advisors
244
Cambridge Investment Research Advisors
Iowa
$127M +$2.06M +9,767 +2%
OAM
245
Oppenheimer Asset Management
New York
$127M -$2.33M -11,033 -2%
FMI
246
Factory Mutual Insurance
Massachusetts
$125M +$4.22M +20,000 +3%
DC
247
Davenport & Co
Virginia
$124M -$84.8M -402,083 -41%
CAM
248
Cresset Asset Management
Illinois
$124M +$2.36M +11,182 +2%
CNB
249
Czech National Bank
Czech Republic
$122M +$6.8M +32,261 +6%
II
250
IFM Investors
Australia
$122M -$551K -2,615 -0.5%
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