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 %
CCA
3451
Covey Capital Advisors
Georgia
$517K – – –
O3W
3452
Omni 360 Wealth
New Jersey
$515K +$88.3K +419 +21%
GB
3453
Goepper Burkhardt
South Carolina
$515K +$8.86K +42 +2%
MPAM
3454
Murphy Pohlad Asset Management
Minnesota
$514K – – –
BDFN
3455
Bond & Devick Financial Network
Minnesota
$513K -$21.1K -100 -4%
CM
3456
Cercano Management
Washington
$513K +$513K +2,433 New
PCM
3457
Presidio Capital Management
California
$513K -$14.3K -68 -3%
TFIPS
3458
Towarzystwo Funduszy Inwestycyjnych PZU SA
$512K +$46.4K +220 +10%
JCIA
3459
Jackson Creek Investment Advisors
Colorado
$512K -$8.86K -42 -2%
JC
3460
Jacobs & Co
California
$511K +$63.2K +300 +14%
VA
3461
Verdad Advisers
Massachusetts
$511K +$511K +2,422 New
NAG
3462
Northstar Advisory Group
New Jersey
$510K +$105K +499 +26%
FIC
3463
Family Investment Center
Missouri
$510K +$197K +936 +63%
IP
3464
Isthmus Partners
Wisconsin
$510K -$40.1K -190 -7%
SAM
3465
Sequent Asset Management
Texas
$509K +$422 +2 +0.1%
CFS
3466
CGC Financial Services
Oregon
$508K – – –
WN
3467
Williams & Novak
California
$508K – – –
OAS
3468
Optivise Advisory Services
Tennessee
$508K +$38.2K +181 +8%
WHCI
3469
W.H. Cornerstone Investments
Massachusetts
$507K +$81.8K +388 +19%
KPP
3470
Kings Path Partners
Texas
$507K +$441K +2,093 +673%
DFG
3471
Dupree Financial Group
Kentucky
$507K +$48.5K +230 +11%
RA
3472
Riversedge Advisors
Delaware
$507K +$43.4K +206 +9%
WAM
3473
Walker Asset Management
Missouri
$506K -$12.2K -58 -2%
SFG
3474
SNS Financial Group
Minnesota
$506K -$78.9K -374 -13%
BWP
3475
Bernardo Wealth Planning
Pennsylvania
$505K -$34.6K -154 -6%
137 138
139
140 141