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 %
IPAM
2951
Investment Partners Asset Management
New Jersey
$1.05M +$2.11K +10 +0.2%
DMBA
2952
Deseret Mutual Benefit Administrators
Utah
$1.05M -$58K -275 -5%
AWAP
2953
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.05M +$12.9K +61 +1%
WC
2954
Westhampton Capital
North Carolina
$1.05M – – –
BIMC
2955
Benson Investment Management Company
Virginia
$1.04M – – –
WI
2956
Wintrust Investments
Illinois
$1.04M -$9.1M -43,201 -90%
CPRC
2957
Consolidated Portfolio Review Corp
New York
$1.04M -$40.1K -190 -4%
PP
2958
Paloma Partners
Connecticut
$1.04M -$5.22M -24,745 -83%
APW
2959
Aurora Private Wealth
New Jersey
$1.04M +$2.32K +11 +0.2%
WLG
2960
Williamson Legacy Group
Indiana
$1.04M +$270K +1,279 +35%
SWM
2961
Shelton Wealth Management
Texas
$1.04M +$26.4K +125 +3%
EBSAM
2962
Eubel Brady & Suttman Asset Management
Ohio
$1.04M -$176K -836 -15%
FRM
2963
Fox Run Management
Connecticut
$1.04M -$43.9K -208 -4%
HIG
2964
Heritage Investment Group
Florida
$1.04M +$108K +510 +12%
DWM
2965
Dogwood Wealth Management
Kansas
$1.04M +$309K +1,465 +43%
AF
2966
Apollon Financial
South Carolina
$1.03M +$17.3K +82 +2%
C
2967
CEDRUS
Colorado
$1.03M +$29.7K +141 +3%
ACM
2968
AUA Capital Management
Pennsylvania
$1.03M -$21.5K -102 -2%
SIG
2969
Spinnaker Investment Group
California
$1.03M +$16K +76 +2%
HI
2970
Humankind Investments
New York
$1.03M +$12.9K +61 +1%
MAG
2971
MRA Advisory Group
New Jersey
$1.03M +$19.2K +91 +2%
PCI
2972
Planning Center Inc
Illinois
$1.03M +$44.3K +210 +5%
DAM
2973
Diamant Asset Management
Connecticut
$1.02M -$2.11K -10 -0.2%
SFWC
2974
Strategic Family Wealth Counselors
New Jersey
$1.02M +$262K +1,241 +34%
WAM
2975
Weinberger Asset Management
California
$1.02M +$9.7K +46 +1%
117 118
119
120 121