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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 %
CIBC World Market
126
CIBC World Market
Ontario, Canada
$334M +$52.5M +248,932 +19%
MMH
127
Menora Mivtachim Holdings
Israel
$333M -$25.8M -122,334 -7%
Jennison Associates
128
Jennison Associates
New York
$331M +$41.5M +196,583 +14%
KBC Group
129
KBC Group
Belgium
$329M +$108M +512,774 +49%
Ninety One (UK)
130
Ninety One (UK)
United Kingdom
$323M +$323M +1,531,848 New
CI
131
Cincinnati Insurance
Ohio
$319M -$105M -499,811 -25%
Focus Partners Wealth
132
Focus Partners Wealth
Massachusetts
$318M -$46.2M -219,235 -13%
UM
133
UniSuper Management
Australia
$315M -$46.5M -220,646 -13%
HTC
134
Haverford Trust Company
Pennsylvania
$311M -$3.75M -17,794 -1%
CI Investments Inc
135
CI Investments Inc
Ontario, Canada
$309M +$9.62M +45,601 +3%
Wealth Enhancement Advisory Services
136
Wealth Enhancement Advisory Services
Minnesota
$307M -$23M -109,045 -7%
Skandinaviska Enskilda Banken (SEB)
137
Skandinaviska Enskilda Banken (SEB)
Sweden
$306M +$47.8M +226,751 +19%
Pictet Asset Management
138
Pictet Asset Management
Switzerland
$304M +$20.8M +98,854 +7%
GRQ
139
Gardner Russo & Quinn
Pennsylvania
$304M -$11M -52,128 -3%
PI
140
PineBridge Investments
New York
$298M +$164M +776,277 +122%
SCM
141
Smead Capital Management
Arizona
$297M +$10M +47,541 +3%
SC
142
Scotia Capital
Ontario, Canada
$297M +$5.95M +28,212 +2%
DSA
143
Davis Selected Advisers
Arizona
$295M -$94.9M -449,825 -24%
CCM
144
Cullen Capital Management
New York
$286M -$33.1M -156,823 -10%
Zurich Cantonal Bank
145
Zurich Cantonal Bank
Switzerland
$285M +$13M +61,606 +5%
ZIM
146
Zacks Investment Management
Illinois
$280M +$29.1M +137,919 +12%
Asset Management One
147
Asset Management One
Japan
$278M +$2.77M +13,152 +1%
Ohio Public Employees Retirement System (OPERS)
148
Ohio Public Employees Retirement System (OPERS)
Ohio
$278M -$2.63M -12,467 -0.9%
GT
149
Glenmede Trust
Pennsylvania
$272M +$733K +3,474 +0.3%
Treasurer of the State of North Carolina
150
Treasurer of the State of North Carolina
North Carolina
$268M +$1.99M +9,450 +0.7%
4 5
6
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