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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 %
TCM
851
Tufton Capital Management
Maryland
$17M -$424K -2,009 -2%
WCM
852
Whitener Capital Management
North Carolina
$17M +$131K +623 +0.8%
BBI
853
Baxter Bros Inc
Connecticut
$16.9M -$1.93M -9,157 -10%
FFM
854
Forum Financial Management
Illinois
$16.9M -$222K -1,052 -1%
IAN
855
Integrated Advisors Network
Texas
$16.9M +$1.08M +5,134 +7%
WF
856
WoodTrust Financial
Wisconsin
$16.9M +$225K +1,067 +1%
CCFCSB
857
Cape Cod Five Cents Savings Bank
Massachusetts
$16.9M -$63.3K -300 -0.4%
MWM
858
Mission Wealth Management
California
$16.9M +$4.9M +23,230 +41%
GAI
859
General American Investors
New York
$16.9M – – –
AP
860
Archon Partners
New Jersey
$16.9M – – –
JIR
861
James Investment Research
Ohio
$16.9M -$223K -1,057 -1%
TCA
862
Transcend Capital Advisors
New Jersey
$16.8M -$658K -3,121 -4%
CCM
863
Copeland Capital Management
Pennsylvania
$16.8M +$7.47M +35,439 +80%
FFP
864
FourThought Financial Partners
Florida
$16.7M -$298K -1,411 -2%
BWP
865
Barlow Wealth Partners
Kentucky
$16.7M +$80.8K +383 +0.5%
Tudor Investment Corp
866
Tudor Investment Corp
Connecticut
$16.7M +$16M +75,926 +2,289%
TMAM
867
Tokio Marine Asset Management
Japan
$16.7M +$1.11M +5,241 +7%
NG
868
NatWest Group
United Kingdom
$16.6M +$1.33M +6,296 +9%
STA
869
Summit Trail Advisors
New York
$16.6M +$1.29M +6,099 +8%
BCM
870
BTC Capital Management
Iowa
$16.6M -$1.06M -5,027 -6%
HVIA
871
Hudson Valley Investment Advisors
New York
$16.4M -$2.48M -11,767 -13%
BFM
872
Boston Financial Management
Massachusetts
$16.4M +$147K +699 +0.9%
KWMG
873
King Wealth Management Group
Florida
$16.3M -$234K -1,110 -1%
GWM
874
GDS Wealth Management
Texas
$16.3M +$991K +4,700 +6%
CB
875
Community Bank
New York
$16.3M -$150K -710 -0.9%
33 34
35
36 37