Is Factory Mutual Insurance Co. Adjusting Its Position in JPMorgan Chase & Co. (NYSE:JPM)?

2 min read | February 11, 2025 04:18 AM PST | By Team Kalkine Media

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Is Factory Mutual Insurance Co. Adjusting Its Position in JPMorgan Chase & Co. (NYSE:JPM)? — Image source: Shutterstock

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Highlights

Factory Mutual Insurance Co. adjusted its holdings in JPMorgan Chase & Co. (NYSE:JPM), reflecting a shift in asset allocation.

Various institutional firms, including Geode Capital Management and Fisher Asset Management, made changes to their positions in the financial services provider.

JPMorgan Chase & Co. remains a significant holding for multiple large-scale investment entities.

Factory Mutual Insurance Co. Alters Stake in JPMorgan Chase & Co.

Factory Mutual Insurance Co. made changes to its holdings in JPMorgan Chase & Co. (NYSE:JPM) during the fourth quarter, as reflected in its recent filing with the Securities and Exchange Commission (SEC). The firm adjusted its position by reducing ownership by a small percentage, with 566,725 shares reported at the end of the period. The financial services provider remains a significant portion of Factory Mutual Insurance Co.'s total assets, ranking as its 13th largest holding.

Institutional Activity and Shifts in Holdings

Several other institutional entities adjusted their stakes in JPMorgan Chase & Co. Geode Capital Management LLC increased its position slightly in the third quarter, adding to its extensive ownership of 58,344,186 shares. This adjustment reflected a small but notable increase in allocation to the company.

Fisher Asset Management LLC also expanded its holdings, adding a considerable number of shares to reach 16,784,272. The firm's shift represented a significant change in its position compared to previous quarters. Additionally, UBS Asset Management Americas LLC increased its holdings by acquiring more shares, reinforcing its stance on JPMorgan Chase & Co.

Franklin Resources Inc. also made modifications to its stake, raising its total holdings to 15,073,193 shares. This change signified an ongoing interest in maintaining a strong position in the financial services company.

Institutional Investment in JPMorgan Chase & Co.

Institutional investors continue to hold a dominant presence in JPMorgan Chase & Co., collectively controlling a substantial portion of its outstanding shares. Entities such as International Assets Investment Management LLC entered into new positions, further expanding institutional participation.

With multiple firms making strategic adjustments, JPMorgan Chase & Co. remains a key asset among institutional investors, reflecting ongoing engagement in the financial sector.

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