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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 %
MPW
2576
Monterey Private Wealth
California
$1.67M -$92.6K -439 -5%
TF
2577
TLWM Financial
Texas
$1.67M -$30.8K -146 -2%
LJHT
2578
Laurie J. Hall Trustee
$1.67M +$610K +2,890 +58%
CCA
2579
Cora Capital Advisors
New Jersey
$1.67M -$4.64K -22 -0.3%
CVM
2580
Cheviot Value Management
California
$1.67M -$60.3K -286 -3%
SR
2581
Syntax Research
Florida
$1.67M -$13.9K -66 -0.8%
AA
2582
Alta Advisers
United Kingdom
$1.67M +$21.1K +100 +1%
OBGC
2583
O'Brien Greene & Co
Pennsylvania
$1.66M -$25.5K -121 -2%
EM
2584
ELCO Management
New York
$1.66M -$843 -4 -0.1%
CA
2585
Calton & Associates
Florida
$1.66M -$88.6K -420 -5%
SWRP
2586
Summit Wealth & Retirement Planning
California
$1.66M -$98.5K -467 -6%
AIM
2587
Alhambra Investment Management
Florida
$1.66M +$47K +223 +3%
RA
2588
Rational Advisors
New York
$1.66M +$747K +3,545 +82%
AWS
2589
Aspen Wealth Strategies
Colorado
$1.66M -$85.4K -405 -5%
AC
2590
ASB Consultores
Florida
$1.65M -$41.1K -195 -2%
CWP
2591
Core Wealth Partners
California
$1.65M +$233K +1,105 +16%
RL
2592
Rogco LP
Oklahoma
$1.64M -$55.9K -265 -3%
GCM
2593
Gibraltar Capital Management
Oklahoma
$1.64M -$5.18M -24,570 -76%
MAWA
2594
Moss Adams Wealth Advisors
Washington
$1.64M +$103K +487 +7%
SC
2595
Stephens Consulting
Michigan
$1.64M -$5.69K -27 -0.3%
GC
2596
Guidance Capital
Kentucky
$1.64M -$135K -597 -8%
OIM
2597
Orca Investment Management
Oregon
$1.63M +$72.3K +343 +5%
CP
2598
Covenant Partners
Tennessee
$1.63M +$56.3K +267 +4%
AIIMS
2599
Analyst IMS Investment Management Services
Israel
$1.63M +$678K +3,213 +71%
ZIMP
2600
Zimmermann Investment Management & Planning
Pennsylvania
$1.63M +$97.4K +462 +6%
102 103
104
105 106