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 %
FOA
2651
Five Oceans Advisors
California
$1.53M +$199K +943 +15%
FMN
2652
Financial Management Network
California
$1.53M +$5.7K +27 +0.4%
TWA
2653
Talisman Wealth Advisors
New Jersey
$1.53M -$11.2K -53 -0.7%
PWM
2654
PBMares Wealth Management
Virginia
$1.53M +$106K +502 +7%
S
2655
Sunpointe
Missouri
$1.53M -$24.7K -117 -2%
CIM
2656
Corda Investment Management
Texas
$1.53M -$518K -2,458 -25%
MAM
2657
McLean Asset Management
Virginia
$1.52M +$151K +717 +11%
MAM
2658
Morse Asset Management
Connecticut
$1.52M +$1.07M +5,065 +234%
BIA
2659
Benchmark Investment Advisors
Illinois
$1.52M +$54K +256 +4%
DG
2660
DMC Group
Alabama
$1.52M +$12.2K +58 +0.8%
GHAM
2661
Gilman Hill Asset Management
Connecticut
$1.52M -$86.2K -409 -5%
AA
2662
AJ Advisors
Tennessee
$1.51M +$5.48K +26 +0.4%
GPA
2663
Garrison Point Advisors
California
$1.51M -$4.22K -20 -0.3%
VAG
2664
VisionPoint Advisory Group
Texas
$1.51M -$1.27M -6,017 -46%
CIA
2665
Cladis Investment Advisory
Montana
$1.51M -$7.59K -36 -0.5%
WWC
2666
Waypoint Wealth Counsel
Georgia
$1.51M +$73.8K +350 +5%
SHFA
2667
SC&H Financial Advisors
Maryland
$1.51M -$71.1K -337 -5%
PIA
2668
Powell Investment Advisors
Florida
$1.5M +$8.43K +40 +0.6%
AP
2669
Atwood & Palmer
Missouri
$1.5M – – –
LIA
2670
LBMC Investment Advisors
Tennessee
$1.5M – – –
HG
2671
Herbst Group
Connecticut
$1.49M -$79.1K -375 -5%
5SA
2672
5th Street Advisors
Connecticut
$1.49M +$240K +1,140 +19%
SFS
2673
Security Financial Services
Indiana
$1.48M +$12.9K +61 +0.9%
OKSA
2674
O'Keefe Stevens Advisory
New York
$1.48M +$193K +914 +15%
GCS
2675
Gordian Capital (Singapore)
Singapore
$1.48M +$120K +568 +9%
105 106
107
108 109