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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 %
SCA
576
Stonebridge Capital Advisors
Minnesota
$33.2M +$34.6K +164 +0.1%
SAM
577
Securian Asset Management
Minnesota
$33.2M -$1.64M -7,762 -5%
MIA
578
MMBG Investment Advisors
Florida
$33M -$39.6K -188 -0.1%
Jane Street
579
Jane Street
New York
$33M -$265M -1,254,774 -89%
DILIC
580
Dai-ichi Life Insurance Company
Japan
$32.6M -$8.1M -38,407 -20%
RIL
581
Rothschild Investment LLC
Illinois
$32.5M -$574K -2,723 -2%
OA
582
Oak Associates
Ohio
$32.4M -$306K -1,452 -0.9%
PFS
583
Prospera Financial Services
Texas
$32.4M +$2.15M +10,172 +7%
WAM
584
Wilsey Asset Management
California
$32.2M -$121K -576 -0.4%
SC
585
SouthState Corp
Florida
$32.2M -$17.1K -81 -0.1%
GFS
586
GYL Financial Synergies
Connecticut
$32.1M -$566K -2,686 -2%
VC
587
Vestor Capital
Illinois
$31.9M +$5.74M +27,200 +22%
FSA
588
Franklin Street Advisors
North Carolina
$31.9M -$81.4K -386 -0.3%
CAM
589
Carret Asset Management
New York
$31.7M -$216K -1,023 -0.7%
FNBT
590
FineMark National Bank & Trust
Florida
$31.7M +$615K +2,916 +2%
PCIA
591
Prime Capital Investment Advisors
Kansas
$31.6M +$3.26M +15,447 +11%
AP
592
Appleton Partners
Massachusetts
$31.5M -$792K -3,757 -2%
AWM
593
Axxcess Wealth Management
California
$31.1M +$1.57M +7,452 +5%
BMCM
594
Bryn Mawr Capital Management
Pennsylvania
$31M -$331K -1,569 -1%
GVAG
595
Great Valley Advisor Group
Delaware
$31M +$2.15M +10,209 +7%
VFA
596
Valeo Financial Advisors
Indiana
$31M -$231K -1,279 -0.7%
BG
597
Bollard Group
Massachusetts
$30.9M +$1.19M +5,652 +4%
IWC
598
Integrated Wealth Concepts
Massachusetts
$30.9M +$462K +2,189 +2%
LBC
599
Lowe Brockenbrough & Co
Virginia
$30.8M -$1.79M -8,495 -5%
SBCM
600
Schwerin Boyle Capital Management
Massachusetts
$30.8M -$2.21M -10,480 -7%
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