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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 %
Franklin Resources
26
Franklin Resources
California
$3.34B +$225M +1,016,289 +7%
UBS AM
27
UBS AM
Illinois
$3.18B +$63.8M +302,592 +2%
Invesco
28
Invesco
Georgia
$2.84B +$41M +194,350 +1%
Deutsche Bank
29
Deutsche Bank
Germany
$2.65B -$81.4M -386,016 -3%
Neuberger Berman Group
30
Neuberger Berman Group
New York
$2.04B -$58.3M -276,398 -3%
RJA
31
Raymond James & Associates
Florida
$1.94B +$9.88M +46,874 +0.5%
Barclays
32
Barclays
United Kingdom
$1.92B -$260M -1,235,167 -12%
Boston Partners
33
Boston Partners
Massachusetts
$1.83B -$74.8M -353,739 -4%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$1.75B +$119M +564,011 +7%
Sanders Capital
35
Sanders Capital
Florida
$1.73B +$10.5M +49,695 +0.6%
DZ Bank
36
DZ Bank
Germany
$1.71B -$239M -1,131,460 -12%
HSBC Holdings
37
HSBC Holdings
United Kingdom
$1.7B -$70.4M -334,877 -4%
ClearBridge Investments
38
ClearBridge Investments
New York
$1.53B -$40.7M -193,236 -3%
Sumitomo Mitsui Trust Group
39
Sumitomo Mitsui Trust Group
Japan
$1.48B +$55.1M +261,363 +4%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$1.48B -$57M -270,407 -4%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$1.45B -$12.7M -60,181 -0.9%
Arrowstreet Capital
42
Arrowstreet Capital
Massachusetts
$1.38B -$257M -1,220,547 -16%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$1.36B +$18.9M +89,547 +1%
Amundi
44
Amundi
France
$1.32B +$94.7M +449,511 +8%
AllianceBernstein
45
AllianceBernstein
Tennessee
$1.26B -$41.6M -197,363 -3%
Bessemer Group
46
Bessemer Group
New Jersey
$1.25B +$2.42M +11,458 +0.2%
Baird Financial Group
47
Baird Financial Group
Wisconsin
$1.24B +$5.1M +24,174 +0.4%
Principal Financial Group
48
Principal Financial Group
Iowa
$1.23B +$38.5M +182,648 +3%
Schroder Investment Management Group
49
Schroder Investment Management Group
United Kingdom
$1.21B +$8.37M +39,754 +0.7%
Primecap Management
50
Primecap Management
California
$1.19B +$13.6M +64,400 +1%
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