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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 %
BHIA
726
Birch Hill Investment Advisors
Massachusetts
$22.1M -$549K -2,602 -2%
RCP
727
Rothschild Capital Partners
New York
$22.1M +$158K +749 +0.7%
WTB
728
Washington Trust Bank
Washington
$22.1M -$613K -2,909 -3%
WC
729
Whitney & Co
New York
$21.9M +$4.43K +21 +0%
CSPIA
730
Cary Street Partners Investment Advisory
Virginia
$21.9M -$95.1K -451 -0.4%
LFAS
731
Level Four Advisory Services
Texas
$21.9M +$6.58M +29,657 +43%
Nomura Holdings
732
Nomura Holdings
Japan
$21.8M -$16.6M -78,574 -43%
KCM
733
Kornitzer Capital Management
Kansas
$21.7M +$109K +515 +0.5%
IEFM
734
IQ EQ Fund Management
Ireland
$21.7M -$578K -2,740 -3%
SCM
735
Shelton Capital Management
Colorado
$21.6M +$2.78M +13,191 +15%
FMI
736
F/M Investments
District of Columbia
$21.5M +$171K +812 +0.8%
CCM
737
Cohen Capital Management
California
$21.5M +$160K +760 +0.8%
TCOT
738
Trust Company of Toledo
Ohio
$21.5M +$59K +280 +0.3%
UBV
739
United Bank (Virginia)
Virginia
$21.4M -$264K -1,250 -1%
EF
740
Empirical Finance
Pennsylvania
$21.4M +$454K +2,154 +2%
CIG
741
Cullen Investment Group
Louisiana
$21.3M +$67.3K +319 +0.3%
WB
742
Webster Bank
Connecticut
$21.3M -$890K -4,219 -4%
TW
743
TritonPoint Wealth
Maryland
$21.2M +$836K +3,973 +4%
AHC
744
Anderson Hoagland & Co
Missouri
$21.1M -$2.11K -10 -0%
OHIS
745
Oak Harvest Investment Services
Texas
$21.1M +$1.86M +8,805 +10%
FTF
746
Freedom Together Foundation
New York
$21.1M -$31.6M -150,000 -60%
SWIG
747
Strategic Wealth Investment Group
Kentucky
$21M +$5.96M +28,780 +39%
CAM
748
Congress Asset Management
Massachusetts
$20.9M -$283K -1,341 -1%
Assenagon Asset Management
749
Assenagon Asset Management
Luxembourg
$20.8M +$1.84M +8,717 +10%
TFS
750
Thoroughbred Financial Services
Tennessee
$20.8M -$202K -958 -1%
28 29
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