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

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$6.28B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$10.2B
3
APG Asset Management
APG Asset Management
Netherlands
$92.3M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$5.26B
5
Capital World Investors
Capital World Investors
California
$7.25B
Name Holding Trade Value Shares
Change 		Shares
Change %
CAI
276
Capital Advisors Inc
Oklahoma
$102M -$16.1M -76,389 -14%
UB
277
UMB Bank
Missouri
$102M -$2.15M -10,175 -2%
SCA
278
STALEY CAPITAL ADVISERS
Pennsylvania
$101M -$267K -1,265 -0.3%
BCIM
279
British Columbia Investment Management
British Columbia, Canada
$101M -$15M -70,964 -13%
FAF
280
Fjarde Ap-fonden
Sweden
$100M +$100M +476,214 New
Citadel Advisors
281
Citadel Advisors
Florida
$100M -$112M -530,783 -53%
URS
282
Utah Retirement Systems
Utah
$100M +$443K +2,100 +0.4%
ATN
283
AMF Tjänstepension
Sweden
$100M +$14.7M +69,451 +17%
FCI
284
Financial Counselors Inc
Kansas
$99.2M +$4.35M +20,646 +5%
BCM
285
Basswood Capital Management
New York
$99M – – –
SC
286
Sapient Capital
Indiana
$98.6M +$1.63M +7,718 +2%
Mawer Investment Management
287
Mawer Investment Management
Alberta, Canada
$97.4M -$5.69M -26,962 -6%
EB
288
Eastern Bank
Massachusetts
$96.1M +$58.2M +275,904 +153%
UIM
289
USS Investment Management
United Kingdom
$95.6M -$2.38M -11,303 -2%
Pathstone Holdings
290
Pathstone Holdings
New Jersey
$95.3M -$585K -2,775 -0.6%
Jones Financial Companies
291
Jones Financial Companies
Missouri
$93.7M +$33.3M +157,905 +55%
ACM
292
Advisors Capital Management
New Jersey
$93.1M +$292K +1,384 +0.3%
APG Asset Management
293
APG Asset Management
Netherlands
$92.3M -$682M -3,608,915 -88%
Daiwa Securities Group
294
Daiwa Securities Group
Japan
$92.1M +$3.52M +16,673 +4%
RWP
295
RWA Wealth Partners
Massachusetts
$91.4M +$5.56M +26,378 +6%
BMO
296
Beck Mack & Oliver
New York
$90.4M -$291K -1,380 -0.3%
SYBT
297
Stock Yards Bank & Trust
Kentucky
$90.1M -$1.93M -9,166 -2%
CB
298
Cooke & Bieler
Pennsylvania
$89.9M -$2.28M -10,805 -2%
GT
299
Glenview Trust
Kentucky
$88.2M -$572K -2,714 -0.6%
X
300
Xponance
Pennsylvania
$87.2M -$496K -2,351 -0.6%
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