JPM icon

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 %
FTDI
826
First Trust Direct Indexing
Massachusetts
$17.9M -$727K -3,450 -4%
HH
827
Hilltop Holdings
Texas
$17.8M +$9.36M +44,406 +110%
ECM
828
ExodusPoint Capital Management
New York
$17.8M +$17.8M +84,553 New
WIC
829
Woodmont Investment Counsel
Tennessee
$17.8M -$1.48K -7 -0%
NPT
830
Nixon Peabody Trust
Massachusetts
$17.8M +$93.2K +442 +0.5%
SG
831
Sienna Gestion
France
$17.8M +$4.01M +19,069 +29%
KRSITF
832
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$17.8M -$1.77M -8,385 -9%
ECM
833
Everence Capital Management
Indiana
$17.7M – – –
SCM
834
Sterling Capital Management
North Carolina
$17.6M +$17.6M +83,684 New
ACP
835
Aviance Capital Partners
Florida
$17.6M -$132K -624 -0.7%
AMBIA
836
Allen Mooney & Barnes Investment Advisors
Georgia
$17.6M -$497K -2,357 -3%
NCM
837
Novare Capital Management
North Carolina
$17.5M -$379K -1,799 -2%
GH
838
GAM Holding
Switzerland
$17.5M +$1.93M +9,151 +12%
VCA
839
Verdence Capital Advisors
Maryland
$17.5M -$1.48M -6,996 -8%
NC
840
NewSquare Capital
Pennsylvania
$17.4M +$447K +2,136 +3%
MIC
841
Means Investment Company
Maine
$17.3M -$126K -596 -0.7%
DF
842
DNCA Finance
France
$17.2M -$8.91M -42,250 -34%
GI
843
GAMMA Investing
California
$17.2M +$2.11M +9,990 +14%
UAS
844
United Asset Strategies
New York
$17.2M +$277K +1,312 +2%
CAC
845
Core Alternative Capital
Georgia
$17.2M -$1.21M -5,742 -7%
PAM
846
Palisade Asset Management
Minnesota
$17.1M -$269K -1,278 -2%
GIA
847
Gladstone Institutional Advisory
Florida
$17.1M -$9.04M -42,884 -35%
AWCI
848
Alpine Woods Capital Investors
New York
$17.1M -$2.54M -10,611 -13%
PNAA
849
Pictet North America Advisors
Switzerland
$17.1M +$186K +882 +1%
AWA
850
Arkadios Wealth Advisors
Georgia
$17M +$3.52M +16,697 +26%
32 33
34
35 36