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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 %
ASN
601
Advisory Services Network
Georgia
$30.6M – – –
BCM
602
Bridgeway Capital Management
Texas
$30.6M +$439K +2,083 +1%
WAS
603
Wesleyan Assurance Society
United Kingdom
$30.6M – – –
DMIC
604
Dixon Mitchell Investment Counsel
British Columbia, Canada
$30.6M +$1.58M +7,472 +5%
FFIC
605
First Fiduciary Investment Counsel
Ohio
$30.5M -$518K -2,455 -2%
SCA
606
Snowden Capital Advisors
New York
$30.4M +$370K +1,753 +1%
SC
607
Savant Capital
Illinois
$30.4M +$4.34M +20,559 +17%
RIG
608
RiverFront Investment Group
Virginia
$30.3M +$4.09M +19,401 +16%
AAIS
609
ABN AMRO Investment Solutions
$30.3M -$587K -2,784 -2%
NB
610
NBT Bank
New York
$30.2M -$696K -3,301 -2%
PCM
611
Parsons Capital Management
Rhode Island
$30.1M -$65.4K -310 -0.2%
NIG
612
NFJ Investment Group
Texas
$30.1M -$962K -4,561 -3%
JCM
613
Janney Capital Management
Pennsylvania
$30M -$2.34M -11,078 -7%
OIA
614
OneDigital Investment Advisors
Kansas
$29.9M -$601K -2,850 -2%
BEI
615
Benjamin Edwards Inc
Missouri
$29.7M +$24M +113,781 +425%
NMERB
616
New Mexico Educational Retirement Board
New Mexico
$29.6M -$1.1M -5,200 -4%
MIM
617
Manitou Investment Management
Ontario, Canada
$29.6M -$5.9M -27,995 -17%
LG
618
LaFleur & Godfrey
Michigan
$29.5M -$1.75M -8,304 -6%
VF
619
Vest Financial
Virginia
$29.5M +$5.08M +24,085 +21%
TI
620
Tidal Investments
Wisconsin
$29.4M +$948K +4,497 +3%
NCM
621
Noesis Capital Mangement
Florida
$29.4M +$2.95M +13,972 +11%
RPI
622
Railway Pension Investments
United Kingdom
$29.1M +$3.25M +15,400 +13%
KCM
623
Kanawha Capital Management
Virginia
$29M +$101K +479 +0.4%
GGS
624
Galvin Gaustad & Stein
Arizona
$28.9M -$2.59M -12,288 -8%
NRS
625
Neville Rodie & Shaw
New York
$28.9M -$1.45M -6,898 -5%
23 24
25
26 27