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JPMorgan Chase
JPM

Overview Fund Activity

4,167 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, 1,849 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,167
Holders Change
+33
Holders Change %
+0.8%
% of All Funds
60.27%
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
1,849
Closed
102
Calls
$8.13B
Puts
$10.6B
Net Calls
-$2.44B
Net Calls Change
-$663M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$853M
2
BlackRock
BlackRock
New York
+$787M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$535M
4
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$323M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$301M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.29B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.01B
3
APG Asset Management
APG Asset Management
Netherlands
-$682M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$636M
5
Capital World Investors
Capital World Investors
California
-$497M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCG
2476
PFC Capital Group
California
$1.88M +$36.9K +175 +2%
DWM
2477
Defined Wealth Management
Oregon
$1.88M +$15.4K +73 +0.8%
GWP
2478
Gen-Wealth Partners
Michigan
$1.87M -$89.5K -399 -5%
PA
2479
Promethium Advisors
Maryland
$1.87M +$1.87M +8,889 New
EAM
2480
Eukles Asset Management
Ohio
$1.87M +$49.6K +235 +3%
MCM
2481
Mendel Capital Management
Arkansas
$1.87M +$25.3K +120 +1%
ISWM
2482
Independent Solutions Wealth Management
New York
$1.87M +$58K +275 +3%
APW
2483
Austin Private Wealth
Texas
$1.87M +$85.6K +406 +5%
OCM
2484
Orion Capital Management
California
$1.86M -$78K -370 -4%
IF
2485
IRON Financial
Illinois
$1.86M -$15K -71 -0.8%
TIM
2486
Tortoise Investment Management
New York
$1.86M +$45.3K +215 +2%
AWM
2487
Accel Wealth Management
Iowa
$1.86M +$37.1K +176 +2%
Verition Fund Management
2488
Verition Fund Management
Connecticut
$1.86M -$1.09M -5,182 -37%
AC
2489
Asio Capital
Kentucky
$1.86M -$34.8K -165 -2%
VCM
2490
Virtue Capital Management
Tennessee
$1.86M -$450K -2,136 -20%
NEWAS
2491
N.E.W. Advisory Services
Wisconsin
$1.86M -$42K -199 -2%
ACM
2492
Armbruster Capital Management
New York
$1.86M +$275K +1,304 +17%
GCC
2493
Game Creek Capital
Massachusetts
$1.86M -$10.5K -50 -0.6%
SIS
2494
Sound Income Strategies
Florida
$1.86M +$114K +542 +7%
COCM
2495
Charter Oak Capital Management
New Hampshire
$1.86M +$224K +1,062 +14%
HFAS
2496
Hummer Financial Advisory Services
Illinois
$1.85M – – –
CGA
2497
Crescent Grove Advisors
Illinois
$1.85M -$19K -90 -1%
CWM
2498
Castle Wealth Management
Florida
$1.85M +$207K +984 +13%
ADBIC
2499
A.D. Beadell Investment Counsel
Wisconsin
$1.85M -$198K -940 -10%
RB
2500
Rodgers Brothers
Pennsylvania
$1.85M – – –
98 99
100
101 102