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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 %
EIA
2701
Edgemoor Investment Advisors
Maryland
$1.43M -$55K -261 -4%
LF
2702
Lantz Financial
Illinois
$1.43M +$61.8K +293 +5%
TNA
2703
True North Advisors
Texas
$1.43M +$85.4K +405 +6%
CMI
2704
Clare Market Investments
Texas
$1.43M -$89K -422 -6%
NCM
2705
Northside Capital Management
Oregon
$1.42M – – –
PSFG
2706
Prairie Sky Financial Group
Illinois
$1.42M -$5.27K -25 -0.4%
LWM
2707
Lionsbridge Wealth Management
Florida
$1.42M -$55K -261 -4%
PK
2708
Pflug Koory
Nebraska
$1.42M +$1.42M +6,732 New
KCM
2709
KRS Capital Management
Michigan
$1.42M -$89.2K -423 -6%
CCG
2710
Coastwise Capital Group
California
$1.42M +$31.6K +150 +2%
SM
2711
Salzhauer Michael
$1.42M -$84.3K -400 -6%
BIA
2712
Beacon Investment Advisors
Maryland
$1.42M +$1.48K +7 +0.1%
HIM
2713
Hillsdale Investment Management
Ontario, Canada
$1.41M +$452K +2,142 +47%
G
2714
GenTrust
Florida
$1.41M +$605K +2,871 +76%
RW
2715
REDW Wealth
New Mexico
$1.4M -$21.5K -102 -2%
WEG
2716
World Equity Group
Illinois
$1.4M -$1.64M -7,784 -54%
KFA
2717
Kelleher Financial Advisors
New York
$1.4M +$43K +204 +3%
HWA
2718
HHM Wealth Advisors
Tennessee
$1.4M – – –
HCP
2719
Hardin Capital Partners
South Carolina
$1.4M -$37.5K -178 -3%
PCM
2720
Prelude Capital Management
New York
$1.4M +$33.7K +160 +2%
SWM
2721
Sterling Wealth Management
Illinois
$1.39M +$18.1K +86 +1%
SB
2722
Sunflower Bank
Texas
$1.39M +$79.9K +379 +6%
CI
2723
CAZ Investments
Texas
$1.39M – – –
HP
2724
Hilltop Partners
Indiana
$1.39M +$104K +495 +8%
BCG
2725
BayBridge Capital Group
California
$1.38M -$2.11K -10 -0.2%
107 108
109
110 111