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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
+$853M
2
BlackRock
BlackRock
New York
+$787M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$535M
4
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$323M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$301M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.29B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.01B
3
APG Asset Management
APG Asset Management
Netherlands
-$682M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$636M
5
Capital World Investors
Capital World Investors
California
-$497M
Name Holding Trade Value Shares
Change 		Shares
Change %
NYLIM
326
New York Life Investment Management
New York
$80M -$3.15M -14,961 -4%
AAB
327
ABN AMRO Bank
Netherlands
$79.4M +$4.62M +22,106 +6%
MOACM
328
Mutual of America Capital Management
New York
$79.3M -$3.51M -16,658 -4%
NW
329
NewEdge Wealth
Pennsylvania
$79M +$15.2M +72,246 +24%
MNA
330
Manning & Napier Advisors
New York
$79M -$12.4M -58,746 -14%
PWLP
331
Prio Wealth Limited Partnership
Massachusetts
$78.5M -$4.63M -21,938 -6%
RJT
332
Raymond James Trust
Florida
$78.1M +$1.42M +6,722 +2%
SI
333
Stephens Inc
Arkansas
$77.5M +$17.2M +81,467 +28%
CPSAC
334
Chas P. Smith & Associates (CPS)
Florida
$77.2M -$3.07M -14,580 -4%
VDI
335
Vaughan David Investments
Illinois
$77.2M -$640K -3,036 -0.8%
Carson Wealth (CWM LLC)
336
Carson Wealth (CWM LLC)
Nebraska
$76.8M +$4.8M +22,748 +7%
WSFS
337
Wilmington Savings Fund Society
Delaware
$76.6M +$28M +132,987 +58%
WPC
338
Waters Parkerson & Co
Louisiana
$76.1M -$1.12M -5,310 -1%
OC
339
Oppenheimer & Co
New York
$75.8M -$154K -731 -0.2%
Envestnet Portfolio Solutions
340
Envestnet Portfolio Solutions
Illinois
$75M -$1.36M -6,468 -2%
FFM
341
Fullerton Fund Management
Singapore
$75M +$14.3M +67,594 +23%
BMSSC
342
B. Metzler seel. Sohn & Co
Germany
$74.7M +$9.65M +45,772 +15%
PWP
343
Principle Wealth Partners
Connecticut
$74.4M -$242K -1,146 -0.3%
CIC
344
Carnegie Investment Counsel
Ohio
$74.2M -$102K -484 -0.1%
AWM
345
AE Wealth Management
Kansas
$74.1M -$18.6M -88,201 -20%
C
346
Consulta
United Kingdom
$73.8M -$31.6M -150,000 -30%
TAM
347
Todd Asset Management
Kentucky
$73.6M +$21.3M +100,802 +41%
RCM
348
RNC Capital Management
California
$73.6M – – –
GAM
349
Groupama Asset Management
France
$72.6M +$5.23M +30,867 +8%
FLPIM
350
F.L. Putnam Investment Management
Massachusetts
$72.3M -$866K -4,040 -1%
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