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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 %
HCMG
476
Howard Capital Management Group
California
$44.6M -$311K -1,474 -0.7%
TCOV
477
Trust Company of Vermont
Vermont
$44.5M +$643K +3,051 +1%
KFC
478
Klingenstein Fields & Co
New York
$44.4M -$161K -763 -0.4%
MSR
479
Main Street Research
Connecticut
$44.4M +$1.27M +6,005 +3%
TAM
480
Taurus Asset Management
New York
$43.9M -$72.7K -345 -0.2%
MME
481
Meag Munich Ergo
Germany
$43.3M -$7.72M -36,625 -15%
NIM
482
Northeast Investment Management
Massachusetts
$42.9M -$98.3K -466 -0.2%
CSIC
483
Clifford Swan Investment Counsel
California
$42.9M -$952K -4,515 -2%
HR
484
Howe & Rusling
New York
$42.8M +$1.84M +8,709 +4%
VLKIM
485
Van Lanschot Kempen Investment Management
Netherlands
$42.6M +$496K +2,352 +1%
JAM
486
Jupiter Asset Management
United Kingdom
$42.5M -$7.11M -33,727 -14%
GKIM
487
GW&K Investment Management
Massachusetts
$42.5M +$17.5M +83,095 +70%
SA
488
SpiderRock Advisors
Delaware
$42.4M +$10.9M +51,791 +35%
WA
489
WestEnd Advisors
North Carolina
$42.3M +$42.3M +200,728 +282,715%
BSA
490
Braun Stacey Associates
New York
$42.2M -$567K -2,689 -1%
MSE
491
MUFG Securities EMEA
United Kingdom
$42.2M -$52.7M -250,000 -56%
CS
492
Clear Street
New York
$42.2M – – –
LA
493
LBP AM
France
$42.1M -$1.27M -6,006 -3%
MCM
494
Maple Capital Management
Vermont
$42M +$256K +1,214 +0.6%
HAG
495
HighPoint Advisor Group
Illinois
$41.9M -$3.28M -15,574 -7%
OC
496
Oakworth Capital
Alabama
$41.9M -$1.4M -6,623 -3%
AFCM
497
Applied Finance Capital Management
Puerto Rico
$41.8M -$1.58M -7,475 -4%
MIH
498
Meitav Investment House
Israel
$41.8M -$22.8M -107,948 -35%
KRS
499
Kentucky Retirement Systems
Kentucky
$41.8M -$3.84M -18,188 -8%
BCI
500
Brinker Capital Investments
Pennsylvania
$41.7M -$273K -1,297 -0.7%
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