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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 %
PCMC
2876
Private Capital Management (Colorado)
Colorado
$1.14M -$61.8K -293 -5%
AIA
2877
Angeles Investment Advisors
California
$1.14M +$12.2K +58 +1%
WDG
2878
Wealth Dimensions Group
Ohio
$1.14M +$37.1K +176 +3%
BAM
2879
Bellevue Asset Management
Washington
$1.14M +$422 +2 +0%
OPW
2880
Oxler Private Wealth
New York
$1.13M +$30.4K +144 +3%
WB
2881
West Bancorporation
Iowa
$1.13M +$11.6K +55 +1%
GSAM
2882
Grant Street Asset Management
Pennsylvania
$1.13M +$2.95K +14 +0.3%
APWA
2883
Atlas Private Wealth Advisors
New Jersey
$1.13M +$3.37K +16 +0.3%
CWM
2884
Centurion Wealth Management
Virginia
$1.13M +$1.13M +5,347 New
HC
2885
Hara Capital
Washington
$1.13M -$12.7K -60 -1%
HA
2886
Hofer & Associates
California
$1.13M +$10.8K +51 +1%
OFS
2887
Oldfather Financial Services
Nebraska
$1.12M +$843 +4 +0.1%
DC
2888
Diametric Capital
Massachusetts
$1.12M +$1.12M +5,324 New
CCA
2889
Cravens & Co Advisors
Tennessee
$1.12M -$87.1K -413 -7%
GL
2890
Gerber LLC
Ohio
$1.12M +$1.05K +5 +0.1%
HS
2891
Horan Securities
United States
$1.12M +$14.5K +69 +1%
AGC
2892
Aspen Grove Capital
Colorado
$1.12M -$108K -513 -9%
TCM
2893
Tributary Capital Management
Nebraska
$1.12M -$52.1K -247 -4%
HCM
2894
Hutchinson Capital Management
California
$1.12M +$42.6K +202 +4%
ACP
2895
Aveo Capital Partners
Colorado
$1.11M -$89.4K -424 -7%
SCM
2896
SKBA Capital Management
California
$1.11M -$15.8K -75 -1%
GCM
2897
Galibier Capital Management
Ontario, Canada
$1.11M -$105K -500 -9%
LA
2898
Latitude Advisors
Florida
$1.11M +$23.2K +110 +2%
NFA
2899
Northwest Financial Advisors
Virginia
$1.11M +$96.8K +459 +10%
CAM
2900
Councilmark Asset Management
Tennessee
$1.11M – – –
114 115
116
117 118