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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 %
BFA
751
Bragg Financial Advisors
North Carolina
$20.7M -$216K -1,023 -1%
PF
752
Phoenix Financial
Israel
$20.7M +$2.18M +10,344 +12%
CAM
753
Cidel Asset Management
Ontario, Canada
$20.7M -$6.54K -31 -0%
M
754
MOTCO
Texas
$20.7M -$1.69M -8,022 -8%
YC
755
Yarbrough Capital
Tennessee
$20.6M – – –
CA
756
CSM Advisors
Pennsylvania
$20.6M -$517K -2,452 -2%
TSW
757
Thompson Siegel & Walmsley
Virginia
$20.5M +$181K +857 +0.9%
CA
758
Cullinan Associates
Kentucky
$20.5M +$649K +2,909 +3%
TW
759
Transform Wealth
Colorado
$20.4M +$217K +1,027 +1%
CWM
760
Cabot Wealth Management
Massachusetts
$20.4M -$308K -1,463 -1%
TF
761
Talbot Financial
Washington
$20.3M +$601K +2,851 +3%
AFG
762
Albion Financial Group
Utah
$20.3M -$7.26M -34,407 -26%
GCA
763
Guardian Capital Advisors
Ontario, Canada
$20.3M -$94.6K -457 -0.5%
GJCM
764
Grand Jean Capital Management
California
$20.2M +$1.58M +7,499 +8%
FSA
765
Fort Sheridan Advisors
Illinois
$20.2M +$294K +1,394 +1%
CAMG
766
CWA Asset Management Group
Florida
$20.2M +$20.2M +95,748 New
TTWM
767
TCV Trust & Wealth Management
Virginia
$20M -$551K -2,612 -3%
SMFG
768
Sumitomo Mitsui Financial Group
Japan
$20M +$1.17M +5,545 +6%
FG
769
Fiduciary Group
Georgia
$20M -$164K -778 -0.8%
TPCW
770
TD Private Client Wealth
New York
$19.9M +$398K +1,887 +2%
SWM
771
Spire Wealth Management
Virginia
$19.9M -$913K -4,332 -4%
DAS
772
Dynamic Advisor Solutions
Arizona
$19.8M -$426K -2,021 -2%
CNBT
773
Canandaigua National Bank & Trust
New York
$19.7M -$1.22M -5,772 -6%
RPC
774
Rossmore Private Capital
Connecticut
$19.7M +$67.3K +319 +0.3%
LIM
775
Leavell Investment Management
Alabama
$19.6M -$127K -604 -0.6%
29 30
31
32 33