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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 %
SEI Investments
201
SEI Investments
Pennsylvania
$169M +$6.52M +30,905 +4%
FFB
202
First Financial Bankshares
Texas
$168M -$1.95M -9,256 -1%
CRM
203
Cardano Risk Management
Netherlands
$168M +$5.14M +24,392 +3%
DLA
204
Douglas Lane & Associates
New York
$167M -$7.73M -36,681 -4%
HA
205
Homestead Advisers
Virginia
$167M -$3.94M -18,700 -2%
LSV Asset Management
206
LSV Asset Management
Illinois
$163M -$11.7M -55,600 -7%
SOMRS
207
State of Michigan Retirement System
Michigan
$163M -$2.45M -11,600 -1%
AQR Capital Management
208
AQR Capital Management
Connecticut
$162M +$36.1M +174,056 +29%
BCWM
209
Bartlett & Co Wealth Management
Ohio
$162M -$4.49M -21,301 -3%
FWCM
210
Ferguson Wellman Capital Management
Oregon
$162M -$928K -4,402 -0.6%
ERSOT
211
Employees Retirement System of Texas
Texas
$161M -$6.47M -30,671 -4%
Kovitz Investment Group Partners
212
Kovitz Investment Group Partners
Illinois
$161M -$22.8M -114,644 -12%
QP
213
Quilter Plc
United Kingdom
$160M -$2.92M -13,829 -2%
CCMG
214
Clark Capital Management Group
Pennsylvania
$160M -$48.5M -230,177 -23%
JHP
215
James Hambro & Partners
United Kingdom
$157M -$3.33M -15,786 -2%
CGPCS
216
Capital Group Private Client Services
California
$157M -$5.55M -26,307 -3%
Calamos Advisors
217
Calamos Advisors
Illinois
$156M -$2.09M -9,889 -1%
FRAF
218
Första AP-fonden
Sweden
$156M +$14.3M +67,900 +10%
MIM
219
MetLife Investment Management
New Jersey
$156M -$5.41M -25,678 -3%
CAPTRUST Financial Advisors
220
CAPTRUST Financial Advisors
North Carolina
$155M +$2.62M +12,411 +2%
SIG
221
Stonegate Investment Group
Alabama
$154M +$2.04M +9,665 +1%
AAMU
222
AEGON Asset Management (UK)
United Kingdom
$149M -$9.35M -44,350 -6%
Axa
223
Axa
France
$149M -$31.4M -148,812 -17%
GIA
224
Gateway Investment Advisers
Ohio
$148M -$58K -275 -0%
WF
225
Welch & Forbes
Massachusetts
$148M -$1.42M -6,713 -0.9%
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