JPM icon

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 %
OL
2626
OneFund LLC
Florida
$1.58M -$19.6K -93 -1%
AFS
2627
Access Financial Services
Minnesota
$1.57M +$45.5K +216 +3%
AAIM
2628
Asset Advisors Investment Management
Georgia
$1.57M – – –
WG
2629
Wealth Group
North Carolina
$1.57M -$13.5K -64 -0.9%
WCAMG
2630
Woodard & Company Asset Management Group
North Carolina
$1.57M +$1.57M +7,445 New
GFPC
2631
Global Financial Private Client
Florida
$1.57M +$52.5K +249 +3%
DTL
2632
Dynamic Technology Lab
Singapore
$1.57M +$1.57M +7,425 New
SOS
2633
Silver Oak Securities
Tennessee
$1.57M +$400K +1,968 +34%
NWM
2634
Northwest Wealth Management
Iowa
$1.56M -$26.8K -127 -2%
SFC
2635
SYM Financial Corp
Indiana
$1.56M +$541K +2,564 +53%
RWPA
2636
Richard W. Paul & Associates
Michigan
$1.55M – – –
PFS
2637
Physicians Financial Services
North Carolina
$1.55M -$73.8K -350 -5%
JJBC
2638
James J. Burns & Company
New York
$1.55M +$91.9K +436 +6%
ACA
2639
Atlas Capital Advisors
Wyoming
$1.55M +$1.69K +8 +0.1%
ATS
2640
Ashton Thomas Securities
New York
$1.55M +$240K +1,139 +18%
DCM
2641
Driehaus Capital Management
Illinois
$1.55M -$5.06K -24 -0.3%
CFG
2642
Cooper Financial Group
California
$1.55M -$383K -1,816 -20%
KCFA
2643
Key Client Fiduciary Advisors
New Jersey
$1.55M +$55.7K +264 +4%
TF
2644
Tudor Financial
Ohio
$1.55M +$1.55M +7,339 New
NCFG
2645
New Century Financial Group
New Jersey
$1.55M +$373K +1,771 +32%
GFA
2646
Gallagher Fiduciary Advisors
Illinois
$1.54M -$32.9K -156 -2%
AA
2647
Alesco Advisors
New York
$1.54M – – –
RLWM
2648
RF&L Wealth Management
Massachusetts
$1.53M -$7.59K -36 -0.5%
RIA
2649
Realta Investment Advisors
Delaware
$1.53M -$2.72M -12,291 -64%
MWM
2650
Mosley Wealth Management
California
$1.53M +$725K +3,252 +90%
104 105
106
107 108