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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 %
MWM
451
Moran Wealth Management
Florida
$49.2M -$101K -480 -0.2%
JIC
452
Johnson Investment Counsel
Ohio
$49.1M +$1.28M +6,067 +3%
NAM
453
NorthCrest Asset Manangement
Minnesota
$48.7M +$446K +2,116 +0.9%
Pacer Advisors
454
Pacer Advisors
Pennsylvania
$48.6M -$1.69M -8,022 -3%
MIF
455
Mediolanum International Funds
Ireland
$48.4M +$147K +699 +0.3%
GI
456
GAMCO Investors
Connecticut
$48.3M -$1.84M -8,745 -4%
BP
457
BNP Paribas
France
$47.7M +$1.37M +6,497 +3%
GIBU
458
Gulf International Bank (UK)
United Kingdom
$47.7M -$2.11M -9,995 -4%
SDJVC
459
St. Denis J. Villere & Co
Louisiana
$47.4M -$447K -2,122 -0.9%
BAAM
460
Baker Avenue Asset Management
California
$46.6M -$419K -1,985 -0.9%
ISL
461
Ingalls & Snyder LLC
New York
$46.3M -$2.38M -11,264 -5%
WBG
462
Wharton Business Group
Pennsylvania
$46.1M +$4.67M +22,131 +11%
HP
463
Hosking Partners
United Kingdom
$46.1M -$8.5M -40,322 -16%
HW
464
Hancock Whitney
Mississippi
$46.1M -$1.56M -7,416 -3%
VVP
465
Venture Visionary Partners
Ohio
$46M +$346K +1,640 +0.8%
CIA
466
Capital Investment Advisors
Georgia
$45.9M +$390K +1,848 +0.9%
Lazard Asset Management
467
Lazard Asset Management
New York
$45.5M -$8.21M -38,943 -15%
PCM
468
Polaris Capital Management
Massachusetts
$45.4M -$401K -1,900 -0.9%
HIMC
469
Heritage Investors Management Corp
Maryland
$45.2M -$1.19M -5,639 -3%
CGH
470
Crossmark Global Holdings
Texas
$45.1M +$411K +1,951 +0.9%
NIM
471
Nexus Investment Management
Ontario, Canada
$45M -$6.31M -29,910 -12%
CCM
472
Chilton Capital Management
Texas
$44.9M +$1.37M +6,518 +3%
MCM
473
Mill Capital Management
North Carolina
$44.8M -$76.5K -363 -0.2%
IMRF
474
Illinois Municipal Retirement Fund
Illinois
$44.8M +$2.8M +13,288 +7%
FL
475
FreeGulliver LLC
Louisiana
$44.8M -$13.9K -66 -0%
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