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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 %
WJWM
251
Williams Jones Wealth Management
New York
$122M -$250K -1,186 -0.2%
TRSOTSOK
252
Teachers Retirement System of the State of Kentucky
Kentucky
$122M +$16.2M +76,710 +15%
MIS
253
Morningstar Investment Services
Illinois
$121M -$565K -2,682 -0.5%
VMPIC
254
Varma Mutual Pension Insurance Co
Finland
$121M -$5.55M -25,000 -4%
AB
255
Amalgamated Bank
New York
$119M -$3.44M -16,318 -3%
AssetMark Inc
256
AssetMark Inc
California
$118M +$3.8M +17,998 +3%
AM
257
AGF Management
Ontario, Canada
$117M -$2.27M -10,787 -2%
BIM
258
Bridges Investment Management
Nebraska
$116M -$1.33M -6,299 -1%
CS
259
Candriam SCA
Luxembourg
$114M +$9.41M +44,638 +9%
TG
260
TCW Group
California
$112M -$8.93M -42,368 -7%
OSAM
261
O'Shaughnessy Asset Management
Connecticut
$110M +$5.5M +24,849 +5%
Qube Research & Technologies (QRT)
262
Qube Research & Technologies (QRT)
United Kingdom
$110M +$91.5M +433,801 +503%
NAM
263
Nissay Asset Management
Japan
$110M +$5.34M +25,319 +5%
CA
264
Commerzbank Aktiengesellschaft
Germany
$108M -$485K -2,298 -0.4%
FDCDDQ
265
Federation des caisses Desjardins du Quebec
Quebec, Canada
$108M -$1.97M -9,348 -2%
Acadian Asset Management
266
Acadian Asset Management
Massachusetts
$108M -$1.47M -6,957 -1%
TIAA Trust, National Association
267
TIAA Trust, National Association
North Carolina
$107M -$5.49M -26,020 -5%
CII
268
Capital International Inc
California
$107M -$1.86M -8,814 -2%
BNP Paribas Asset Management
269
BNP Paribas Asset Management
France
$106M -$12.5M -59,440 -11%
LGF
270
LGT Group Foundation
Liechtenstein
$106M +$1.11M +5,356 +1%
CIBC Asset Management
271
CIBC Asset Management
Ontario, Canada
$105M +$6.21M +29,470 +6%
WGAM
272
Wilkinson Global Asset Management
New York
$103M -$3.35M -15,889 -3%
CIC
273
Crawford Investment Counsel
Georgia
$103M -$2.09M -9,906 -2%
QCM
274
QRG Capital Management
Illinois
$103M +$4.97M +23,567 +5%
SG Americas Securities
275
SG Americas Securities
New York
$102M +$9.4M +44,580 +10%
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