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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 %
OCBCO
676
Oversea-Chinese Banking Corp (OCBC)
Singapore
$24.7M -$5.95M -28,225 -19%
NRG
677
Nemes Rush Group
Michigan
$24.7M -$439K -2,194 -2%
CHAM
678
Clear Harbor Asset Management
Connecticut
$24.6M -$104K -491 -0.4%
AHC
679
Adell Harriman & Carpenter
Texas
$24.6M +$321K +1,523 +1%
EIP
680
Easterly Investment Partners
Massachusetts
$24.5M -$1.18M -5,603 -5%
CA
681
Callahan Advisors
Texas
$24.4M -$1.96M -9,315 -7%
PCMF
682
Private Capital Management (Florida)
Florida
$24.2M -$197K -933 -0.8%
AF
683
Alerus Financial
North Dakota
$24.2M -$782K -3,707 -3%
AIM
684
Avity Investment Management
Connecticut
$24.2M -$62.6K -297 -0.3%
RP
685
Regal Partners
Australia
$24M -$6.31M -29,939 -21%
JMFC
686
J.M. Forbes & Co
Massachusetts
$24M -$160K -759 -0.7%
VV
687
Verity & Verity
South Carolina
$24M -$271K -1,285 -1%
DMC
688
Drexel Morgan & Co
Pennsylvania
$24M – – –
PCA
689
Pallas Capital Advisors
Massachusetts
$23.9M +$889K +3,952 +4%
BWFA
690
Baltimore-Washington Financial Advisors
Maryland
$23.9M +$552K +2,617 +2%
FIA
691
Foundations Investment Advisors
Arizona
$23.9M +$3.83M +18,182 +19%
MA
692
Mutual Advisors
Nebraska
$23.8M +$101K +447 +0.4%
CFIA
693
Cantor Fitzgerald Investment Advisors
New York
$23.8M +$328K +1,556 +1%
CIA
694
Choate Investment Advisors
Massachusetts
$23.8M +$210K +997 +0.9%
MFAM
695
Motley Fool Asset Management
Virginia
$23.7M +$623K +3,009 +3%
LCM
696
Logan Capital Management
Pennsylvania
$23.7M -$3.5M -16,621 -13%
CTA
697
Colonial Trust Advisors
South Carolina
$23.7M +$1,000K +4,741 +4%
ACIM
698
Azimuth Capital Investment Management
Michigan
$23.7M -$613K -2,909 -3%
SIMG
699
Sonora Investment Management Group
Arizona
$23.7M +$343K +1,627 +1%
SCA
700
Stillwater Capital Advisors
Pennsylvania
$23.6M -$289K -1,370 -1%
26 27
28
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