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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 %
SWP
426
Stratos Wealth Partners
Ohio
$52.6M +$6.19M +29,360 +13%
ZIC
427
ZWJ Investment Counsel
Georgia
$52M -$446K -2,117 -0.9%
FP
428
Foundry Partners
Minnesota
$51.9M -$317K -1,501 -0.6%
SCTC
429
Sanibel Captiva Trust Company
Florida
$51.9M +$183K +866 +0.4%
OPERF
430
Oregon Public Employees Retirement Fund
Oregon
$51.3M -$675K -3,200 -1%
SC
431
Sculptor Capital
New York
$51.3M -$51.2M -243,000 -50%
ACI
432
Alpha Cubed Investments
California
$51.3M +$13.1M +62,220 +34%
ACM
433
Argent Capital Management
Missouri
$51.2M -$1M -4,757 -2%
CAG
434
Crestwood Advisors Group
Massachusetts
$51.2M -$1.28M -6,084 -2%
MCI
435
McDonald Capital Investors
California
$50.9M -$1.09M -5,167 -2%
CVA
436
Ceredex Value Advisors
Florida
$50.7M -$12.4M -58,879 -20%
CTB
437
Country Trust Bank
Illinois
$50.6M -$3.56M -16,881 -7%
A
438
Allianz
Germany
$50.5M -$1.08M -5,117 -2%
FHA
439
First Horizon Advisors
Tennessee
$50.5M -$738K -3,501 -1%
ST
440
Sabal Trust
Florida
$50.3M -$2.13M -10,120 -4%
DWM
441
Destination Wealth Management
California
$50.2M -$1.31M -6,190 -3%
MAM
442
Martingale Asset Management
Massachusetts
$50.2M +$26.2M +124,242 +109%
ACA
443
Aptus Capital Advisors
Alabama
$49.9M +$6.34M +30,082 +15%
BB
444
Busey Bank
Illinois
$49.8M -$707K -3,351 -1%
CI
445
Cambiar Investors
Colorado
$49.8M -$1.07M -5,098 -2%
MWM
446
Modera Wealth Management
New Jersey
$49.7M -$1.36M -6,468 -3%
Connor, Clark & Lunn Investment Management (CC&L)
447
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$49.5M -$69.1M -327,666 -58%
Squarepoint
448
Squarepoint
New York
$49.4M +$4.38M +20,766 +10%
First Manhattan
449
First Manhattan
New York
$49.3M -$424K -2,009 -0.9%
SIC
450
Salem Investment Counselors
North Carolina
$49.2M +$597K +2,833 +1%
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