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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 %
CIA
776
Concurrent Investment Advisors
Florida
$19.6M +$1.41M +6,678 +8%
GIA
777
GHP Investment Advisors
Colorado
$19.5M +$17.3K +82 +0.1%
BIC
778
Beach Investment Counsel
Pennsylvania
$19.5M -$264K -1,253 -1%
PFM
779
Premier Fund Managers
United Kingdom
$19.5M +$10.4M +49,400 +114%
BFIM
780
Beese Fulmer Investment Management
Ohio
$19.4M -$8.22K -39 -0%
FMC
781
First Merchants Corp
Indiana
$19.4M +$219K +1,038 +1%
JWM
782
JGP Wealth Management
Oregon
$19.3M -$115K -545 -0.6%
LNWWM
783
Laird Norton Wetherby Wealth Management
California
$19.3M -$315K -1,495 -2%
CC
784
Courier Capital
New York
$19.3M -$108K -511 -0.6%
RP
785
Rice Partnership
Hawaii
$19.3M +$501K +2,377 +3%
CCM
786
Coldstream Capital Management
Washington
$19.2M +$1.74M +8,173 +10%
EWM
787
Edge Wealth Management
New York
$19.1M -$37.3K -177 -0.2%
Optiver Holding
788
Optiver Holding
Netherlands
$19.1M +$18.8M +88,999 +5,590%
BWP
789
Baldwin Wealth Partners
Massachusetts
$19.1M +$980K +4,650 +5%
FTWA
790
Fifth Third Wealth Advisors
Ohio
$19M +$3.23M +15,334 +20%
NMIMC
791
Northwestern Mutual Investment Management Company
Wisconsin
$19M -$256K -1,215 -1%
CFC
792
Cincinnati Financial Corp
Ohio
$19M – – –
LWM
793
Lyell Wealth Management
California
$19M +$313K +1,486 +2%
BIA
794
Biondo Investment Advisors
Pennsylvania
$18.9M -$88.1K -418 -0.5%
VW
795
Vantage Wealth
California
$18.9M -$78K -370 -0.4%
WCMN
796
Westchester Capital Management (Nebraska)
Nebraska
$18.9M -$596K -2,825 -3%
LNB
797
Ledyard National Bank
$18.9M -$317K -1,502 -2%
GC
798
Grimes & Company
Massachusetts
$18.9M -$478K -2,266 -2%
FNFDCM
799
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$18.9M -$905K -4,293 -5%
BCM
800
Brookstone Capital Management
Illinois
$18.8M +$770K +3,652 +4%
30 31
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