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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 %
Natixis Advisors
101
Natixis Advisors
Massachusetts
$469M -$9.6M -45,531 -2%
Royal London Asset Management
102
Royal London Asset Management
United Kingdom
$467M +$9.77M +46,323 +2%
Aberdeen Group
103
Aberdeen Group
United Kingdom
$463M -$3.28M -15,659 -0.7%
Korea Investment Corp
104
Korea Investment Corp
South Korea
$458M -$82M -389,077 -15%
Lord, Abbett & Co
105
Lord, Abbett & Co
New Jersey
$444M -$67.1M -318,357 -13%
M&T Bank
106
M&T Bank
New York
$437M -$10.9M -51,634 -2%
BGIM
107
Brandywine Global Investment Management
Pennsylvania
$427M -$15.5M -69,898 -3%
BG
108
Bahl & Gaynor
Ohio
$425M +$17.4M +82,308 +4%
EIP
109
Epoch Investment Partners
New York
$416M +$7.71M +36,581 +2%
Russell Investments Group
110
Russell Investments Group
United Kingdom
$411M +$38.2M +181,094 +10%
Luther King Capital Management (LKCM)
111
Luther King Capital Management (LKCM)
Texas
$410M -$10M -47,456 -2%
Janney Montgomery Scott
112
Janney Montgomery Scott
Pennsylvania
$378M +$3M +14,224 +0.8%
HNB
113
Huntington National Bank
Ohio
$376M -$2.79M -13,216 -0.7%
Commonwealth Equity Services
114
Commonwealth Equity Services
Massachusetts
$371M -$15.4M -73,015 -4%
Aviva
115
Aviva
United Kingdom
$369M +$5.94M +28,170 +2%
KeyBank National Association
116
KeyBank National Association
Ohio
$366M -$4.86M -23,030 -1%
MPI
117
Mairs & Power Inc
Minnesota
$363M -$663K -3,143 -0.2%
Rockefeller Capital Management
118
Rockefeller Capital Management
New York
$362M -$21.1M -99,946 -5%
Cerity Partners
119
Cerity Partners
New York
$362M +$44.4M +210,338 +14%
State of Wisconsin Investment Board
120
State of Wisconsin Investment Board
Wisconsin
$358M +$12.7M +60,400 +4%
First Trust Advisors
121
First Trust Advisors
Illinois
$355M +$4.8M +22,769 +1%
Public Employees Retirement Association of Colorado
122
Public Employees Retirement Association of Colorado
Colorado
$351M -$301K -1,428 -0.1%
SP
123
Sarasin & Partners
United Kingdom
$350M +$111M +526,578 +47%
Thrivent Financial for Lutherans
124
Thrivent Financial for Lutherans
Minnesota
$347M -$9.77M -46,351 -3%
Mitsubishi UFJ Trust & Banking
125
Mitsubishi UFJ Trust & Banking
Japan
$341M -$8.85M -41,955 -3%
3 4
5
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