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JPMorgan Chase
JPM

Overview Fund Activity

4,167 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, 1,849 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,167
Holders Change
+33
Holders Change %
+0.8%
% of All Funds
60.27%
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
1,849
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 %
WG
376
Welch Group
Alabama
$64.5M -$659K -3,126 -1%
SF
377
Synovus Financial
Georgia
$64.2M -$575K -2,727 -0.9%
SC
378
Searle & Co
Connecticut
$64.2M +$4.91M +23,300 +8%
Mirae Asset Global ETFs Holdings
379
Mirae Asset Global ETFs Holdings
Hong Kong
$64.1M -$5.09M -24,122 -7%
AA
380
Ancora Advisors
Ohio
$64.1M +$618K +2,930 +1%
Dodge & Cox
381
Dodge & Cox
California
$64M -$915K -4,340 -1%
MHC
382
Meyer Handelman Company
New York
$63.1M +$2M +9,473 +3%
BPWM
383
Badgley Phelps Wealth Managers
Washington
$63M +$447K +2,122 +0.7%
KPWS
384
Kestra Private Wealth Services
Texas
$62.8M +$3.31M +15,721 +6%
AAP
385
Aristotle Atlantic Partners
Florida
$62.4M +$1.38M +6,522 +2%
WTC
386
WhitTier Trust Company
Nevada
$62.2M -$3.13M -14,849 -5%
BIP
387
Brandes Investment Partners
California
$62M +$463K +2,194 +0.8%
WorldQuant Millennium Advisors
388
WorldQuant Millennium Advisors
New York
$61.3M +$37M +175,649 +153%
PI
389
PGGM Investments
Netherlands
$61.2M +$229K +1,088 +0.4%
BBVA
390
Banco Bilbao Vizcaya Argentaria
Spain
$61.1M +$16.4M +77,894 +37%
BF
391
BOK Financial
Oklahoma
$61.1M -$53.6K -261 -0.1%
ATC
392
Argent Trust Co
Tennessee
$60.5M -$1.4M -6,630 -2%
LMIM
393
Lockheed Martin Investment Management
Maryland
$60.4M +$34.2M +162,210 +131%
AAF
394
Andra AP-fonden
Sweden
$60.3M +$3.35M +15,900 +6%
CS
395
Cannell & Spears
New York
$59.9M -$410K -1,945 -0.7%
SFA
396
Sequoia Financial Advisors
Ohio
$59.7M +$3.77M +17,873 +7%
NC
397
Nicholas Company
Wisconsin
$59.5M -$1.44M -6,820 -2%
AIM
398
Achmea Investment Management
Netherlands
$59.4M -$1.94M -9,186 -3%
IC
399
IEQ Capital
California
$59.1M +$2.13M +10,089 +4%
TAM
400
Tocqueville Asset Management
New York
$58.8M -$365K -1,730 -0.6%
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