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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 %
Handelsbanken Fonder
151
Handelsbanken Fonder
Sweden
$266M +$7.33M +34,760 +3%
Brown Advisory
152
Brown Advisory
Maryland
$266M -$67.9K -322 -0%
Comerica Bank
153
Comerica Bank
Texas
$262M -$2.37M -11,249 -0.9%
SO
154
STRS Ohio
Ohio
$260M -$389K -1,847 -0.1%
CB
155
Commerce Bank
Missouri
$257M +$629K +2,982 +0.2%
EAM
156
Eagle Asset Management
Florida
$254M -$8.75M -36,920 -3%
PAM
157
Panagora Asset Management
Massachusetts
$249M -$64.8M -307,286 -21%
Nomura Asset Management
158
Nomura Asset Management
Japan
$248M +$12.4M +58,574 +5%
RFC
159
Regions Financial Corp
Alabama
$247M -$2.41M -11,449 -1%
GLA
160
Great Lakes Advisors
Illinois
$247M -$3.2M -15,161 -1%
Creative Planning
161
Creative Planning
Kansas
$240M +$7.33M +34,746 +3%
VNIM
162
Vaughan Nelson Investment Management
Texas
$236M -$48.3M -228,847 -17%
Loomis, Sayles & Company
163
Loomis, Sayles & Company
Massachusetts
$228M -$15.8M -75,033 -6%
State of Tennessee, Department of Treasury
164
State of Tennessee, Department of Treasury
Tennessee
$228M -$11.7M -55,686 -5%
OAC
165
OMERS Administration Corp
Ontario, Canada
$228M -$295K -1,400 -0.1%
D.E. Shaw & Co
166
D.E. Shaw & Co
New York
$227M +$79.6M +377,576 +54%
State of New Jersey Common Pension Fund D
167
State of New Jersey Common Pension Fund D
New Jersey
$223M +$269K +1,277 +0.1%
BFS
168
Bradley Foster & Sargent
Connecticut
$222M +$2.03M +9,627 +0.9%
Toronto Dominion Bank
169
Toronto Dominion Bank
Ontario, Canada
$222M -$169M -802,756 -43%
BTW
170
Boston Trust Walden
Massachusetts
$220M -$2.27M -10,774 -1%
CWM
171
CIBC World Markets
New York
$217M +$10.8M +51,433 +5%
PA
172
Paralel Advisors
Colorado
$217M – – –
Credit Agricole
173
Credit Agricole
France
$215M +$30M +142,100 +16%
Teacher Retirement System of Texas
174
Teacher Retirement System of Texas
Texas
$214M +$52.2M +247,638 +32%
Empower Advisory Group
175
Empower Advisory Group
Colorado
$213M +$1.12M +5,288 +0.5%
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