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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 %
Grantham, Mayo, Van Otterloo & Co (GMO)
351
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$72.2M -$8.38M -39,749 -10%
RMDI
352
R.M. Davis Inc
Maine
$71.9M -$781K -3,704 -1%
DCM
353
Donaldson Capital Management
Indiana
$71.6M +$737K +3,495 +1%
ESBC
354
E.S. Barr & Co
Kentucky
$71.5M -$5.4M -25,598 -7%
MCM
355
MAI Capital Management
Ohio
$71.4M -$3.93M -18,656 -5%
GC
356
Guggenheim Capital
Illinois
$70.8M -$2.37M -11,237 -3%
BS
357
Banco Santander
Spain
$70.6M -$3.29M -15,621 -4%
SOADOR
358
State of Alaska Department of Revenue
Alaska
$70.6M +$2.83M +13,440 +4%
IMPI
359
Ilmarinen Mutual Pension Insurance
Finland
$70.5M +$3.33M +15,800 +5%
MCM
360
Marsico Capital Management
Colorado
$70.5M +$70.5M +334,323 New
PAG
361
Private Advisor Group
New Jersey
$70.5M -$18.2K -86 -0%
HPC
362
HM Payson & Co
Maine
$69.5M +$774K +3,672 +1%
VPIM
363
Vanguard Personalized Indexing Management
California
$69.3M +$7.81M +37,019 +13%
MHI
364
Miller Howard Investments
New York
$68.2M +$5.25M +24,893 +8%
QPBE
365
Quintet Private Bank (Europe)
Luxembourg
$68M +$9.57M +45,373 +16%
MFIM
366
Mesirow Financial Investment Management
Illinois
$68M -$492K -2,334 -0.7%
FT
367
Fiduciary Trust
Massachusetts
$67.7M +$2.94M +13,926 +5%
P
368
&Partners
Tennessee
$67.1M +$35.5M +168,411 +112%
CFG
369
Citizens Financial Group
Rhode Island
$66.9M +$3.51M +16,643 +6%
AAS
370
Avantax Advisory Services
Texas
$66.2M +$1.35M +6,382 +2%
MPWT
371
MassMutual Private Wealth & Trust
Connecticut
$66M -$105K -498 -0.2%
JEST
372
JTC Employer Solutions Trustee
Jersey
$65.7M -$1.22M -5,800 -2%
Impax Asset Management Group
373
Impax Asset Management Group
United Kingdom
$65.6M -$5.75M -27,267 -8%
CIS
374
Capital International Sarl
California
$65.6M +$7.32M +34,717 +13%
WB
375
WesBanco Bank
West Virginia
$65.2M -$1.96M -9,279 -3%
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