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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 %
CFD
2901
Creative Financial Designs
Indiana
$1.1M +$422 +2 +0%
WAG
2902
Wallace Advisory Group
California
$1.1M -$15.6K -77 -1%
KAM
2903
KEB Asset Management
Illinois
$1.1M +$42.2K +200 +4%
SFG
2904
Seamount Financial Group
Colorado
$1.1M +$8.01K +38 +0.7%
SCM
2905
Sterneck Capital Management
Missouri
$1.1M +$134K +635 +14%
GITFIT
2906
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.1M -$105K -500 -9%
HW
2907
Hamilton Wealth
California
$1.1M +$400K +1,899 +58%
KL
2908
KilterHowling LLC
Colorado
$1.09M +$12.7K +60 +1%
THCM
2909
Taylor Hoffman Capital Management
Virginia
$1.09M +$1.09M +4,903 New
GWSG
2910
GPS Wealth Strategies Group
Colorado
$1.09M +$185K +879 +21%
IAG
2911
Investment Advisory Group
Massachusetts
$1.09M +$99.1K +470 +10%
AWMG
2912
Alliance Wealth Management Group
New Jersey
$1.09M +$32.7K +155 +3%
CTFG
2913
Capstone Triton Financial Group
Oklahoma
$1.09M +$44.1K +209 +4%
IAIM
2914
International Assets Investment Management
Florida
$1.08M +$1.08M +8,954,224 New
BL
2915
Balentine LLC
Georgia
$1.08M +$484K +2,293 +81%
EL
2916
EWA LLC
Pennsylvania
$1.08M +$50.6K +209 +5%
LIM
2917
Longfellow Investment Management
Massachusetts
$1.08M +$6.33K +30 +0.6%
BAM
2918
Beaumont Asset Management
Texas
$1.08M +$25.9K +123 +2%
BFA
2919
Buttonwood Financial Advisors
Maryland
$1.08M -$25.9K -123 -2%
RFS
2920
Richardson Financial Services
Massachusetts
$1.08M +$42.1K +208 +4%
BWM
2921
Baron Wealth Management
Michigan
$1.08M +$50.4K +239 +5%
PWM
2922
Proathlete Wealth Management
Florida
$1.08M -$3.17K -15 -0.3%
AIP
2923
Almanack Investment Partners
Pennsylvania
$1.08M +$34.6K +164 +3%
PC
2924
Port Capital
Illinois
$1.08M -$62.2K -295 -5%
FB
2925
First Bancorp
Maine
$1.07M -$113K -535 -10%
115 116
117
118 119