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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 %
APF
2751
Alaska Permanent Fund
Alaska
$1.34M – – –
QFA
2752
Quantum Financial Advisors
California
$1.33M +$70.8K +336 +6%
NCTC
2753
New Covenant Trust Company
Indiana
$1.33M +$111K +529 +9%
VP
2754
Verum Partners
North Carolina
$1.33M -$843 -4 -0.1%
KIA
2755
Knollwood Investment Advisory
Maryland
$1.33M – – –
MAC
2756
Mason & Associates (California)
California
$1.33M -$25.9K -123 -2%
FG
2757
Foster Group
Iowa
$1.33M -$111K -526 -8%
LSA
2758
Lion Street Advisors
Texas
$1.32M -$33.7K -160 -2%
CICI
2759
Capital Investment Counsel Inc
North Carolina
$1.32M -$253K -1,201 -16%
GIP
2760
Greatmark Investment Partners
Georgia
$1.32M – – –
TA
2761
TFB Advisors
Kansas
$1.32M -$51.5K -244 -4%
CCM
2762
Crew Capital Management
Ohio
$1.32M -$10.5K -50 -0.8%
FFA
2763
Florida Financial Advisors
Florida
$1.32M +$309K +1,465 +31%
RMCM
2764
Reynders McVeigh Capital Management
Massachusetts
$1.32M +$194K +921 +17%
PIM
2765
Profit Investment Management
Maryland
$1.32M -$13.3K -63 -1%
PIC
2766
Portland Investment Counsel
Ontario, Canada
$1.32M – – –
ME
2767
McIlrath & Eck
Washington
$1.32M -$38K -180 -3%
HP
2768
Hyperion Partners
Pennsylvania
$1.32M -$19.4K -92 -1%
SC
2769
Solstein Capital
California
$1.32M – – –
EBA
2770
Eagle Bay Advisors
New York
$1.31M -$54.4K -258 -4%
RFA
2771
ROI Financial Advisors
Oregon
$1.31M +$125K +591 +10%
OPWM
2772
Oakwell Private Wealth Management
Texas
$1.31M -$25.3K -120 -2%
AWM
2773
Aviso Wealth Management
Washington
$1.31M +$237K +1,124 +22%
MTC
2774
McDaniel Terry & Co
Texas
$1.31M +$94.9K +450 +8%
KC
2775
Kingfisher Capital
North Carolina
$1.3M +$32.9K +156 +3%
109 110
111
112 113