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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 %
TIM
176
Thornburg Investment Management
New Mexico
$211M +$113K +536 +0.1%
AACR
177
ACR Alpine Capital Research
Missouri
$210M -$2.12M -10,043 -1%
Public Sector Pension Investment Board (PSP Investments)
178
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$210M -$123M -583,311 -37%
Northwestern Mutual Wealth Management
179
Northwestern Mutual Wealth Management
Wisconsin
$210M +$3.59M +17,034 +2%
JFL
180
Jarislowsky, Fraser Ltd
Quebec, Canada
$207M -$10.1M -47,747 -5%
N
181
Natixis
France
$205M +$62.9M +298,448 +44%
Retirement Systems of Alabama
182
Retirement Systems of Alabama
Alabama
$204M -$9.65M -45,782 -5%
Rafferty Asset Management
183
Rafferty Asset Management
New York
$203M -$9.58M -45,445 -4%
Nisa Investment Advisors
184
Nisa Investment Advisors
Missouri
$203M -$4.23M -20,076 -2%
JWBC
185
John W. Bristol & Co
New York
$202M -$2.77M -13,140 -1%
WHG
186
Westwood Holdings Group
Texas
$198M +$13.3M +63,199 +7%
CLOS
187
Compagnie Lombard Odier SCmA
Switzerland
$197M -$2.6M -12,320 -1%
Bank of Nova Scotia
188
Bank of Nova Scotia
Ontario, Canada
$195M -$212M -1,004,388 -52%
RAM
189
Resona Asset Management
Japan
$192M -$3.38M -16,035 -2%
TWC
190
TD Waterhouse Canada
Ontario, Canada
$190M +$6.47M +31,280 +4%
Macquarie Group
191
Macquarie Group
Australia
$189M -$112M -532,006 -37%
DnB Asset Management
192
DnB Asset Management
Norway
$188M -$74.2M -351,764 -28%
Pzena Investment Management
193
Pzena Investment Management
New York
$186M -$16.1M -76,182 -8%
Osaic Holdings
194
Osaic Holdings
Arizona
$186M -$9.61M -45,544 -5%
Cetera Investment Advisers
195
Cetera Investment Advisers
Illinois
$186M +$350K +1,660 +0.2%
TAF
196
Tredje AP-fonden
Sweden
$178M – – –
SA
197
Sanctuary Advisors
Indiana
$178M +$12.8M +51,551 +8%
MML Investors Services
198
MML Investors Services
Massachusetts
$176M +$6.86M +32,529 +4%
ASRS
199
Arizona State Retirement System
Arizona
$174M -$1.95M -9,260 -1%
Allspring Global Investments
200
Allspring Global Investments
North Carolina
$170M +$5.09M +24,129 +3%
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