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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 %
AIM
551
Allen Investment Management
New York
$35.7M – – –
CIP
552
Chartwell Investment Partners
Pennsylvania
$35.7M -$4.68M -22,191 -12%
LS
553
Livforsakringsbolaget Skandia
Sweden
$35.6M +$9.98M +47,376 +39%
TC
554
TownSquare Capital
Utah
$35.3M -$3.25M -15,395 -8%
MAA
555
Matrix Asset Advisors
New York
$35.2M -$3.01M -14,267 -8%
FMII
556
Farmers & Merchants Investments Inc
Nebraska
$35.1M +$471K +2,236 +1%
Barrow, Hanley, Mewhinney & Strauss
557
Barrow, Hanley, Mewhinney & Strauss
Texas
$35.1M -$4.08M -19,341 -10%
PWP
558
Perfromance Wealth Partners
Illinois
$34.9M +$2.05M +9,737 +6%
MSRPS
559
Maryland State Retirement & Pension System
Maryland
$34.8M -$12.4M -58,616 -26%
SSB
560
Sandy Spring Bank
Maryland
$34.7M -$113K -537 -0.3%
CL
561
Choreo LLC
Illinois
$34.4M +$4.41M +21,308 +15%
HWM
562
HB Wealth Management
Georgia
$34.4M +$566K +2,686 +2%
PMG
563
Private Management Group
California
$34.2M -$5.48M -25,982 -14%
FCBT
564
First Citizens Bank & Trust
North Carolina
$34.2M -$1.12M -5,300 -3%
MAM
565
Madison Asset Management
Wisconsin
$34.1M -$3M -14,232 -8%
RIM
566
Rakuten Investment Management
Japan
$34M +$8.3M +39,424 +32%
NMIFOAC
567
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$33.9M – – –
MIM
568
Marco Investment Management
Georgia
$33.8M -$23.8K -113 -0.1%
LSERS
569
Louisiana State Employees Retirement System
Louisiana
$33.8M -$485K -2,300 -1%
EGA
570
Eagle Global Advisors
Texas
$33.7M -$164K -777 -0.5%
MGP
571
Metis Global Partners
California
$33.7M +$671K +3,184 +2%
FNBOO
572
First National Bank of Omaha
Nebraska
$33.5M -$3.3M -15,649 -9%
AUB
573
Atlantic Union Bankshares
Virginia
$33.5M -$110K -520 -0.3%
HFS
574
Hantz Financial Services
Michigan
$33.3M -$1.09M -5,165 -3%
FMLI
575
Fukoku Mutual Life Insurance
Japan
$33.3M -$1.3M -6,187 -4%
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