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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 %
MKC
2501
M. Kraus & Co
Vermont
$1.85M – – –
FRA
2502
Front Row Advisors
California
$1.84M -$784K -3,716 -30%
PA
2503
Prossimo Advisors
California
$1.84M +$9.91K +47 +0.5%
EFM
2504
Eley Financial Management
Vermont
$1.84M -$97.8K -464 -5%
CSB
2505
City State Bank
Iowa
$1.84M -$40.7K -193 -2%
W
2506
Wealthquest
Ohio
$1.83M -$3.73K -18 -0.2%
TCB
2507
Texas Capital Bancshares
Texas
$1.83M -$18.8K -89 -1%
RCM
2508
RMR Capital Management
California
$1.83M – – –
NAMNJ
2509
NorthStar Asset Management (New Jersey)
New Jersey
$1.83M +$21.3K +101 +1%
SIC
2510
Samalin Investment Counsel
New York
$1.83M -$16.9K -80 -0.9%
ICMM
2511
Integrated Capital Management (Michigan)
Michigan
$1.83M +$1.83M +8,654 New
BCP
2512
Berkeley Capital Partners
Georgia
$1.82M +$118K +558 +7%
CP
2513
CenterBook Partners
Connecticut
$1.82M +$1.82M +8,641 New
NA
2514
Navellier & Associates
Nevada
$1.82M -$211K -1,000 -10%
AAM
2515
AMI Asset Management
California
$1.82M -$2.95K -14 -0.2%
WAL
2516
W Advisors LLC
Tennessee
$1.81M +$35.4K +168 +2%
AFP
2517
Ausdal Financial Partners
Iowa
$1.81M -$42.4K -201 -2%
FNBSF
2518
First National Bank Sioux Falls
South Dakota
$1.81M – – –
WA
2519
Wambolt & Associates
Colorado
$1.81M -$129K -622 -7%
AFG
2520
Allegheny Financial Group
Pennsylvania
$1.81M +$633 +3 +0%
OC
2521
Oarsman Capital
Wisconsin
$1.8M +$38.8K +184 +2%
JFA
2522
JNBA Financial Advisors
Minnesota
$1.8M -$264K -1,254 -13%
CFO
2523
Callan Family Office
Pennsylvania
$1.8M +$563K +2,672 +46%
LB
2524
Legacy Bridge
Iowa
$1.8M -$1.05K -5 -0.1%
FHC
2525
First Heartland Consultants
Missouri
$1.8M +$36.1K +171 +2%
99 100
101
102 103