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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 %
FAM
701
Fred Alger Management
New York
$23.5M +$813K +3,854 +4%
RC
702
RBO & Co
California
$23.5M -$52.9K -251 -0.2%
DCM
703
Dupont Capital Management
Delaware
$23.5M – – –
FA
704
Fiduciary Alliance
South Carolina
$23.5M +$2.03M +9,622 +9%
EF
705
Empowered Funds
Pennsylvania
$23.4M +$1.88M +8,893 +9%
JPMIA
706
J.P. Marvel Investment Advisors
Massachusetts
$23.3M -$23.8K -113 -0.1%
NO
707
Ninety One
South Africa
$23.3M +$23.3M +111,019 New
DP
708
Dearborn Partners
Illinois
$23.2M -$51.7K -245 -0.2%
HPG
709
Harvest Portfolios Group
Ontario, Canada
$23.2M -$2.45M -11,633 -10%
CIM
710
Courant Investment Management
Tennessee
$23.1M -$1.05M -5,000 -4%
TYCC
711
Texas Yale Capital Corp
Florida
$23.1M +$140K +662 +0.6%
SDIC
712
South Dakota Investment Council
South Dakota
$23M -$1.18M -5,600 -5%
SGAM
713
Smith Group Asset Management
Texas
$23M +$475K +2,254 +2%
LF
714
Longbow Finance
Switzerland
$23M +$236K +1,121 +1%
VA
715
Vident Advisory
Georgia
$22.9M +$1.33M +6,314 +6%
SLI
716
Sumitomo Life Insurance
Japan
$22.9M +$7.77M +36,860 +52%
FCH
717
Freestone Capital Holdings
Washington
$22.8M -$312K -1,481 -1%
LW
718
Linscomb Wealth
Texas
$22.8M -$486K -2,306 -2%
ECG
719
Edge Capital Group
Georgia
$22.7M +$2.07M +9,802 +10%
FAT
720
First American Trust
California
$22.5M -$1.48M -7,028 -6%
SHFA
721
SS&H Financial Advisors
Michigan
$22.5M +$88.8K +421 +0.4%
GIM
722
Grassi Investment Management
California
$22.4M -$178K -844 -0.8%
ONB
723
Old National Bancorp
Indiana
$22.3M -$3.03M -14,382 -12%
ACH
724
ArrowMark Colorado Holdings
Colorado
$22.2M – – –
BBHC
725
Brown Brothers Harriman & Co
New York
$22.2M +$948K +4,497 +4%
27 28
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