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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 %
MYLI
651
Meiji Yasuda Life Insurance
Japan
$26.8M -$4.35M -20,612 -14%
IIM
652
INTECH Investment Management
Florida
$26.6M -$778K -3,690 -3%
ABTD
653
Arvest Bank Trust Division
Oklahoma
$26.4M +$26.4M +125,359 New
RMC
654
Resources Management Corp
Connecticut
$26.4M -$257K -1,221 -1%
FDCP
655
Foster Dykema Cabot & Partners
Massachusetts
$26.4M -$216K -1,025 -0.8%
ECM
656
Evergreen Capital Management
Washington
$26.2M -$2.79M -13,233 -10%
SIA
657
Sit Investment Associates
Minnesota
$26.1M -$5.57M -26,410 -18%
WA
658
Waverly Advisors
Alabama
$26.1M +$1.24M +5,898 +5%
AWM
659
Apollon Wealth Management
South Carolina
$26M +$625K +2,964 +2%
KFP
660
KMG Fiduciary Partners
Ohio
$26M -$14.3K -68 -0.1%
HSA
661
HBK Sorce Advisory
Pennsylvania
$25.9M -$70.8K -336 -0.3%
FLII
662
First Long Island Investors
New York
$25.8M -$128K -605 -0.5%
NIM
663
NEOS Investment Management
Connecticut
$25.8M +$5.31M +25,172 +26%
FAB
664
First American Bank
Illinois
$25.6M +$66.2K +314 +0.3%
MYAM
665
Meiji Yasuda Asset Management
Japan
$25.5M -$54.6K -259 -0.2%
CANC
666
Culbertson A N & Co
Virginia
$25.2M -$263K -1,246 -1%
PWM
667
Perigon Wealth Management
California
$25.2M -$93K -441 -0.4%
TRCT
668
Tower Research Capital (TRC)
New York
$25.2M -$3.93M -18,618 -13%
SRC
669
Shufro Rose & Co
New York
$25.1M – – –
AWAG
670
ARS Wealth Advisors Group
Florida
$25.1M -$496K -2,354 -2%
BRWA
671
B. Riley Wealth Advisors
Florida
$25.1M -$4.47M -21,425 -15%
PMG
672
ProVise Management Group
Florida
$25M -$46.6K -221 -0.2%
VIM
673
Vinva Investment Management
Australia
$25M +$2.79M +13,242 +13%
KWM
674
Kingsview Wealth Management
Oregon
$24.9M +$599K +2,839 +2%
PAS
675
Park Avenue Securities
New York
$24.8M -$1.22M -5,768 -5%
25 26
27
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