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JPMorgan Chase
JPM

Overview Fund Activity

4,166 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, 1,848 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,166
Holders Change
+33
Holders Change %
+0.8%
% of All Funds
60.26%
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
1,848
Closed
102
Calls
$8.13B
Puts
$10.6B
Net Calls
-$2.44B
Net Calls Change
-$663M

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$3.54B
2
BlackRock
2
BlackRock
New York
$42.7B
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$923M
4
Ninety One (UK)
4
Ninety One (UK)
United Kingdom
$323M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$759M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$6.28B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$10.2B
3
APG Asset Management
3
APG Asset Management
Netherlands
$92.3M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$5.26B
5
Capital World Investors
5
Capital World Investors
California
$7.25B
Name Holding Trade Value Shares
Change 		Shares
Change %
DekaBank Deutsche Girozentrale
76
DekaBank Deutsche Girozentrale
Germany
$716M -$14.8M -70,874 -2%
CIBC Private Wealth Group
77
CIBC Private Wealth Group
Georgia
$698M +$41.4M +196,239 +6%
Fayez Sarofim & Co
78
Fayez Sarofim & Co
Texas
$692M +$22.9M +108,801 +3%
Allianz Asset Management
79
Allianz Asset Management
Germany
$685M -$7.14M -33,855 -1%
Prudential Financial
80
Prudential Financial
New Jersey
$670M -$45.6M -216,034 -6%
Truist Financial
81
Truist Financial
North Carolina
$603M -$4.22M -20,020 -0.7%
Fidelity International
82
Fidelity International
Bermuda
$598M -$10.8M -51,396 -2%
Mackenzie Financial
83
Mackenzie Financial
Ontario, Canada
$597M -$8.63M -40,906 -1%
State Board of Administration of Florida Retirement System
84
State Board of Administration of Florida Retirement System
Florida
$580M -$13.1M -61,920 -2%
HighTower Advisors
85
HighTower Advisors
Illinois
$576M +$10.5M +49,938 +2%
Adage Capital Partners
86
Adage Capital Partners
Massachusetts
$576M -$5.27M -25,000 -0.9%
Victory Capital Management
87
Victory Capital Management
Texas
$574M -$21.3M -100,793 -4%
RG
88
Rathbones Group
United Kingdom
$571M +$17.3M +81,892 +3%
Manulife (Manufacturers Life Insurance)
89
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$570M -$14.3M -67,823 -2%
Caisse de Depot et Placement du Quebec (CDPQ)
90
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$568M +$274M +1,301,764 +94%
Nordea Investment Management
91
Nordea Investment Management
Sweden
$560M +$3.21M +15,320 +0.6%
New York State Teachers Retirement System (NYSTRS)
92
New York State Teachers Retirement System (NYSTRS)
New York
$544M -$26.8M -127,204 -5%
Canada Life
93
Canada Life
Manitoba, Canada
$543M +$25.3M +119,792 +5%
Mariner
94
Mariner
Kansas
$531M +$17.6M +83,289 +3%
CWP
95
Capital Wealth Planning
Florida
$527M +$8.89M +42,163 +2%
William Blair & Company
96
William Blair & Company
Illinois
$508M +$796K +3,777 +0.2%
1832 Asset Management
97
1832 Asset Management
Ontario, Canada
$490M -$86.9M -412,062 -15%
Bank Julius Baer & Co
98
Bank Julius Baer & Co
Switzerland
$478M -$35.6M -148,341 -7%
Chevy Chase Trust
99
Chevy Chase Trust
Maryland
$473M -$10.7M -50,535 -2%
Fifth Third Bancorp
100
Fifth Third Bancorp
Ohio
$473M -$110K -523 -0%
2 3
4
5 6