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JPMorgan Chase
JPM

Overview Fund Activity

4,166 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, 1,848 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,166
Holders Change
+33
Holders Change %
+0.8%
% of All Funds
60.26%
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
1,848
Closed
102
Calls
$8.13B
Puts
$10.6B
Net Calls
-$2.44B
Net Calls Change
-$663M

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$3.54B
2
BlackRock
2
BlackRock
New York
$42.7B
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$923M
4
Ninety One (UK)
4
Ninety One (UK)
United Kingdom
$323M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$759M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$6.28B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$10.2B
3
APG Asset Management
3
APG Asset Management
Netherlands
$92.3M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$5.26B
5
Capital World Investors
5
Capital World Investors
California
$7.25B
Name Holding Trade Value Shares
Change 		Shares
Change %
CIM
4251
Confluence Investment Management
Missouri
– -$210K -1,041 Closed
LFP
4252
Leeward Financial Partners
Washington
– -$210K -1,037 Closed
BBW
4253
Blue Barn Wealth
Utah
– -$210K -1,036 Closed
CC
4254
Cadinha & Co
Hawaii
– -$205K -1,015 Closed
LW
4255
Libra Wealth
California
– -$205K -1,012 Closed
FIM
4256
Fernwood Investment Management
Massachusetts
– -$204K -1,007 Closed
GAM
4257
GEM Asset Management
Michigan
– -$203K -1,006 Closed
GBA
4258
Garrison Bradford & Associates
New York
– -$202K -1,000 Closed
SC
4259
Shay Capital
New York
– -$202K -1,000 Closed
ES
4260
ETF Store
Kansas
– -$202K -997 Closed
SA
4261
Scarborough Advisors
Maryland
– -$180K -889 Closed
CB
4262
Chris Bulman
California
– -$138K -682 Closed
Belvedere Trading
4263
Belvedere Trading
Illinois
– -$92.8K -459 Closed
QL
4264
Quarry LP
New York
– -$68.2K -337 Closed
NC
4265
nVerses Capital
Florida
– -$40.5K -200 Closed
FW
4266
Fairway Wealth
Ohio
– -$32K -158 Closed
CP
4267
Camelot Portfolios
Ohio
– -$22.9K -113 Closed
CC
4268
Cypress Capital
Tennessee
– -$10.1K -50 Closed
EC
4269
Elequin Capital
New York
– -$9.1K -45 Closed
TJHA
4270
Thomas J. Herzfeld Advisors
Florida
– -$3.84K -19 Closed
167 168 169 170
171