JPM icon

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 %
DADC
301
D.A. Davidson & Co
Montana
$86.5M +$107K +507 +0.1%
YCM
302
Yousif Capital Management
Michigan
$86.3M -$2M -9,508 -2%
Federated Hermes
303
Federated Hermes
Pennsylvania
$86.2M -$12.1M -57,294 -12%
WIM
304
Waverton Investment Management
United Kingdom
$86.2M +$18M +85,361 +26%
CRC
305
Curi RMB Capital
Illinois
$86.1M +$391K +1,856 +0.5%
BTCPP
306
Border to Coast Pensions Partnership
United Kingdom
$85.7M -$297K -1,413 -0.3%
EOJOAM
307
E. Ohman J:or Asset Management
Sweden
$85.6M +$708K +3,359 +0.8%
BAM
308
Berkshire Asset Management
Pennsylvania
$84.9M – – –
GPA
309
Guidance Point Advisors
Massachusetts
$84.7M -$9.49K -45 -0%
HR
310
Hardy Reed
Mississippi
$84.5M +$27K +128 +0%
GF
311
Gabelli Funds
New York
$84.5M -$6.43M -30,497 -7%
BAMF
312
BI Asset Management Fondsmaeglerselskab
Denmark
$84.5M -$639K -3,030 -0.8%
IMCOOI
313
Investment Management Corp of Ontario (IMCO)
Canada
$84.4M -$31.5M -149,238 -27%
MGP
314
M&G plc
United Kingdom
$84M +$2.36M +11,181 +3%
HF
315
HRT Financial
New York
$83.9M -$1.84M -8,746 -2%
ABC
316
Associated Banc-Corp
Wisconsin
$83.5M -$497K -2,357 -0.6%
Man Group
317
Man Group
United Kingdom
$82.9M -$70.9M -336,384 -46%
CFB
318
Cullen/Frost Bankers
Texas
$82.4M -$442K -2,094 -0.5%
BPA
319
Beacon Pointe Advisors
California
$82.3M -$1.01M -4,768 -1%
PNC
320
Park National Corp
Ohio
$82.2M -$6.02M -28,543 -7%
TH
321
TCTC Holdings
Texas
$81.9M +$699K +3,315 +0.9%
BCM
322
Becker Capital Management
Oregon
$81.8M -$536K -2,542 -0.7%
ZIG
323
Zurich Insurance Group
Switzerland
$81.5M -$113M -534,993 -58%
PA
324
Pinnacle Associates
New York
$81.4M +$3.63M +21,355 +5%
UCFA
325
United Capital Financial Advisors
Texas
$80.6M -$1.17M -5,546 -1%
11 12
13
14 15