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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 %
OPS
501
Orion Portfolio Solutions
Nebraska
$41.7M -$273K -1,297 -0.7%
MWM
502
Meridian Wealth Management
Kentucky
$41.7M +$819K +3,884 +2%
EAM
503
Erste Asset Management
Austria
$41.1M -$527K -2,500 -1%
WT
504
Washington Trust
Rhode Island
$41.1M -$1.41M -6,695 -3%
FNT
505
First National Trust
Pennsylvania
$41M -$285K -1,350 -0.7%
NIMI
506
Natixis Investment Managers International
France
$40.9M -$6.74M -31,980 -14%
CWM
507
Congress Wealth Management
Massachusetts
$40.9M +$6.06M +28,722 +17%
MLL
508
Moody Lynn & Lieberson
Massachusetts
$40.9M +$116K +548 +0.3%
FPCG
509
Fort Pitt Capital Group
Pennsylvania
$40.4M -$992K -4,706 -2%
DJSG
510
D.J. St. Germain
Massachusetts
$40.3M -$501K -2,374 -1%
CI
511
Conning Inc
Connecticut
$40.3M -$1.17M -5,568 -3%
BPCE
512
Bank Pictet & Cie (Europe)
Germany
$40.3M – – –
WIA
513
World Investment Advisors
California
$40.2M +$25.7M +121,819 +177%
DWM
514
Dakota Wealth Management
Florida
$40M +$1.53M +7,253 +4%
RT
515
Rockland Trust
Massachusetts
$40M -$1.15M -5,434 -3%
ECM
516
Estabrook Capital Management
New York
$39.9M -$383K -1,814 -0.9%
TNB
517
Thomasville National Bank
Georgia
$39.8M -$3.24M -15,368 -8%
LI
518
LMCG Investments
Massachusetts
$39.6M -$1.04M -4,949 -3%
SAM
519
Silvercrest Asset Management
New York
$39.5M -$262K -1,243 -0.7%
SSWM
520
Smith Salley Wealth Management
North Carolina
$39.4M +$977K +4,633 +3%
SBH
521
Segall Bryant & Hamill
Illinois
$38.9M +$5.8M +27,503 +18%
CI
522
Capital International
California
$38.9M -$88.8K -421 -0.2%
MSU
523
Mizuho Securities USA
New York
$38.9M -$7.78M -36,919 -17%
PR
524
Payden & Rygel
California
$38.8M +$127K +600 +0.3%
ABI
525
Abrams Bison Investments
Maryland
$38.8M – – –
19 20
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