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 %
MAG
3201
Mayfair Advisory Group
Alabama
$749K – – –
SL
3202
Salomon & Ludwin
Virginia
$748K -$22.8K -108 -3%
CCP
3203
Carmel Capital Partners
California
$745K +$24.9K +118 +3%
BBA
3204
Braun-Bostich & Associates
Pennsylvania
$744K +$10.1K +48 +1%
Fuller & Thaler Asset Management
3205
Fuller & Thaler Asset Management
California
$744K – – –
GFWA
3206
Grey Fox Wealth Advisors
Delaware
$742K +$14.8K +70 +2%
NIC
3207
Northwest Investment Counselors
Oregon
$742K -$35.6K -169 -5%
SL
3208
Summitry LLC
California
$741K +$184K +872 +33%
MCM
3209
Mattern Capital Management
Colorado
$741K +$67.1K +318 +10%
FA
3210
Fiducient Advisors
Illinois
$740K -$223K -1,059 -23%
ACA
3211
American Capital Advisory
Idaho
$739K -$259K -1,226 -26%
KIC
3212
Keating Investment Counselors
Florida
$738K – – –
WI
3213
WJ Interests
Texas
$738K – – –
KOC
3214
Koss-Olinger Consulting
Florida
$737K +$28K +133 +4%
CCA
3215
Cottonwood Capital Advisors
Utah
$736K -$26.4K -125 -3%
CIA
3216
Cascade Investment Advisors
Oregon
$733K – – –
WMWM
3217
Whitaker-Myers Wealth Managers
Ohio
$733K +$168K +798 +30%
SC
3218
Sierra Capital
Florida
$732K – – –
BW
3219
BIP Wealth
Georgia
$730K +$34.4K +163 +5%
AI
3220
AXS Investments
New York
$729K -$138K -654 -16%
BFS
3221
Burkett Financial Services
South Carolina
$728K -$36.3K -172 -5%
RHAM
3222
Round Hill Asset Management
California
$728K -$813K -3,854 -53%
JSAM
3223
J. Safra Asset Management
New York
$727K +$57K +271 +9%
HNWA
3224
Henrickson Nauta Wealth Advisors
Michigan
$725K +$9.49K +45 +1%
GA
3225
GSG Advisors
New Jersey
$724K +$68.5K +331 +10%
127 128
129
130 131