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 %
PCM
626
Palisade Capital Management
New Jersey
$28.9M -$869K -4,121 -3%
DIA
627
Dana Investment Advisors
Wisconsin
$28.9M +$586K +2,777 +2%
B
628
Bailard
California
$28.5M -$148K -704 -0.5%
PP
629
Patten & Patten
Tennessee
$28.5M -$590K -2,796 -2%
PIM
630
Penobscot Investment Management
Massachusetts
$28.4M +$223K +1,058 +0.8%
ELC
631
Edgar Lomax Company
Virginia
$28.3M -$457K -2,165 -2%
NCM
632
Narwhal Capital Management
Georgia
$28.2M +$683K +3,240 +2%
MC
633
Moors & Cabot
Massachusetts
$28.2M -$145K -686 -0.5%
SGK
634
Steigerwald Gordon & Koch
Virginia
$28M +$375K +1,777 +1%
HIP
635
HUB Investment Partners
Texas
$28M +$570K +2,703 +2%
TBA
636
Tower Bridge Advisors
Pennsylvania
$27.9M +$334K +1,582 +1%
FFA
637
First Foundation Advisors
California
$27.8M -$1.41M -6,697 -5%
AHB
638
Abner Herrman & Brock
New Jersey
$27.7M -$247K -1,171 -0.9%
RAM
639
Rempart Asset Management
Canada
$27.7M -$876K -3,888 -3%
TCM
640
TAM Capital Management
Connecticut
$27.6M +$2.66M +12,593 +11%
BBA
641
BLB&B Advisors
Pennsylvania
$27.6M +$745K +3,534 +3%
TA
642
TruWealth Advisors
Louisiana
$27.3M +$24.2K +115 +0.1%
AWM
643
Absher Wealth Management
North Carolina
$27.3M -$177K -839 -0.6%
GT
644
Greenleaf Trust
Michigan
$27.1M +$598K +2,837 +2%
PA
645
Parallel Advisors
California
$27.1M +$209K +990 +0.8%
NB
646
Norinchukin Bank
Japan
$27M +$3.44M +16,295 +15%
AIMC
647
Alley Investment Management Company
Illinois
$27M -$84.1K -399 -0.3%
OPCM
648
Osborne Partners Capital Management
California
$27M -$924K -4,381 -3%
BCM
649
Bourgeon Capital Management
Connecticut
$26.9M -$276K -1,310 -1%
DWT
650
Dorsey & Whitney Trust
South Dakota
$26.8M +$7.09M +33,626 +36%
24 25
26
27 28