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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 %
FWIA
526
Fort Washington Investment Advisors
Ohio
$38.5M -$12.4K -59 -0%
NLGIA
527
Nippon Life Global Investors Americas
New York
$38.5M -$9.8M -46,460 -20%
CIP
528
Cornerstone Investment Partners
Georgia
$38.2M -$14.3M -67,886 -27%
HCMT
529
Highland Capital Management (Tennessee)
Tennessee
$38.1M -$1.99M -9,425 -5%
CS
530
Central Securities
New York
$38M -$4.22M -20,000 -10%
LCS
531
Levin Capital Strategies
New York
$37.9M -$306K -1,453 -0.8%
HIMCH
532
Hartford Investment Management Co (HIMCO)
Connecticut
$37.8M -$1.04M -4,922 -3%
EH
533
Equitable Holdings
New York
$37.5M -$666K -3,160 -2%
AAIM
534
American Assets Investment Management
California
$37.4M – – –
NP
535
NS Partners
United Kingdom
$37.3M +$272K +1,289 +0.7%
KIA
536
KCM Investment Advisors
California
$37.1M -$52.3K -248 -0.1%
PWP
537
Private Wealth Partners
California
$37M -$10.9M -51,910 -23%
BCP
538
Blue Chip Partners
Michigan
$36.9M -$825K -3,914 -2%
AWS
539
Atria Wealth Solutions
New York
$36.8M -$1.45M -6,898 -4%
GI
540
Gradient Investments
Minnesota
$36.7M -$4.74M -22,483 -11%
CTA
541
Chesley Taft & Associates
Illinois
$36.5M -$6.88M -32,614 -16%
JAFL
542
Jay A. Fishman Ltd
Michigan
$36.3M -$28.7K -136 -0.1%
CTI
543
Community Trust & Investment
Kentucky
$36.2M +$811K +3,847 +2%
DDPIC
544
Deroy & Devereaux Private Investment Counsel
Michigan
$36.2M +$457K +2,169 +1%
CTC
545
Central Trust Company
Missouri
$36M -$935K -4,433 -3%
CA
546
Cornerstone Advisors
North Carolina
$36M +$3.12M +14,800 +9%
RC
547
Randolph Company
Ohio
$35.9M -$9.07K -43 -0%
IAA
548
Independent Advisor Alliance
North Carolina
$35.9M -$698K -3,312 -2%
ACA
549
Anchor Capital Advisors
Massachusetts
$35.8M -$1.03M -4,868 -3%
NFC
550
Northeast Financial Consultants
Connecticut
$35.8M +$15.6K +74 +0%
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