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JPMorgan Chase
JPM

Overview Fund Activity

4,165 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, 1,847 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,165
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
1,847
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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$57.4B +$166M +786,963 +0.3%
BlackRock
2
BlackRock
New York
$42.7B +$787M +3,733,715 +2%
State Street
3
State Street
Massachusetts
$26.6B +$40.4M +191,765 +0.2%
Morgan Stanley
4
Morgan Stanley
New York
$14.6B +$213M +1,007,990 +1%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$12.3B +$106M +505,830 +0.9%
Bank of America
6
Bank of America
North Carolina
$10.6B -$290M -1,373,157 -3%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$10.2B -$1.01B -4,775,979 -9%
Capital World Investors
8
Capital World Investors
California
$7.25B -$497M -2,359,400 -6%
Capital International Investors
9
Capital International Investors
California
$7.12B -$403M -1,909,457 -5%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$6.35B -$181M -858,099 -3%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$6.28B -$1.29B -6,100,341 -17%
Northern Trust
12
Northern Trust
Illinois
$6.18B -$272M -1,287,681 -4%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$5.31B -$452M -2,144,353 -8%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$5.26B -$636M -3,015,421 -11%
Wells Fargo
15
Wells Fargo
California
$5.16B -$49.6M -235,129 -1%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$5.09B -$91.2M -432,674 -2%
Ameriprise
17
Ameriprise
Minnesota
$4.86B -$87.1M -413,219 -2%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$4.61B -$178M -844,082 -4%
Capital Research Global Investors
19
Capital Research Global Investors
California
$4.41B +$204M +966,261 +5%
Charles Schwab
20
Charles Schwab
California
$4.22B -$38.4M -182,322 -0.9%
UBS Group
21
UBS Group
Switzerland
$4.03B +$58.5M +277,249 +1%
Goldman Sachs
22
Goldman Sachs
New York
$3.99B +$130M +618,326 +3%
Legal & General Group
23
Legal & General Group
United Kingdom
$3.88B -$50.8M -240,867 -1%
Fisher Asset Management
24
Fisher Asset Management
Washington
$3.54B +$853M +4,043,841 +32%
Nuveen Asset Management
25
Nuveen Asset Management
Illinois
$3.44B -$179M -847,400 -5%
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