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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 %
BCV
801
Banque Cantonale Vaudoise
Switzerland
$18.8M +$547K +2,592 +3%
PA
802
Procyon Advisors
Connecticut
$18.8M -$483K -2,293 -3%
EDRH
803
Edmond de Rothschild Holding
Switzerland
$18.7M -$422 -2 -0%
CPIG
804
Chicago Partners Investment Group
Illinois
$18.6M -$261K -1,167 -1%
SHGA
805
Sand Hill Global Advisors
California
$18.6M -$633K -3,001 -3%
MOS
806
MGO One Seven
Ohio
$18.5M -$242K -1,148 -1%
BFG
807
Bleakley Financial Group
New Jersey
$18.5M +$90.5K +429 +0.5%
PAM
808
Peak Asset Management
Colorado
$18.5M -$793K -3,762 -4%
HTIM
809
Harbour Trust & Investment Management
Indiana
$18.5M +$64.9K +308 +0.4%
Temasek Holdings
810
Temasek Holdings
Singapore
$18.4M – – –
MA
811
Montag & Associates
Georgia
$18.4M +$77.4K +367 +0.4%
TIP
812
Torray Investment Partners
Maryland
$18.4M +$557K +2,643 +3%
SF
813
Summit Financial
New Jersey
$18.4M +$2.77M +13,160 +18%
BP
814
Ballentine Partners
Massachusetts
$18.3M +$1.13M +5,368 +7%
CIA
815
CCM Investment Advisers
South Carolina
$18.3M -$754K -3,576 -4%
GAB
816
German American Bancorp
Indiana
$18.3M +$1.41M +6,706 +8%
WS
817
Wedbush Securities
California
$18.2M -$3.01M -14,278 -14%
FTC
818
Farmers Trust Company
Ohio
$18.2M +$659K +3,123 +4%
FFBTD
819
First Financial Bank - Trust Division
Ohio
$18.1M -$460K -2,181 -2%
LWCFA
820
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$18.1M +$6.53M +29,014 +56%
MC
821
Middleton & Co
Massachusetts
$18M -$279K -1,324 -2%
RFMS
822
RWQ Financial Management Services
Florida
$18M +$4.6M +21,804 +34%
AJ
823
Ashburton (Jersey)
Jersey
$18M -$368K -1,777 -2%
MIA
824
MainStreet Investment Advisors
Illinois
$18M -$1.26M -5,983 -7%
BHWM
825
Bar Harbor Wealth Management
New Hampshire
$17.9M -$458K -2,174 -2%
31 32
33
34 35