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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 %
WANY
876
Wealthspire Advisors (New York)
New York
$16.2M +$645K +3,060 +4%
CG
877
Caprock Group
Idaho
$16.2M +$187K +889 +1%
AAM
878
Advisors Asset Management
Colorado
$16.2M -$375K -1,780 -2%
TF
879
Tompkins Financial
New York
$16.2M -$228K -1,082 -1%
ATPW
880
Ashton Thomas Private Wealth
Arizona
$16.1M -$15.2K -72 -0.1%
NSAM
881
North Star Asset Management
Wisconsin
$16.1M +$21.1K +100 +0.1%
JWBC
882
J.W. Burns & Co
New York
$16.1M -$185K -877 -1%
SWM
883
Stockman Wealth Management
Montana
$16M -$107K -508 -0.7%
GI
884
GLOBALT Investments
Georgia
$16M -$65.8K -312 -0.4%
AG
885
AIA Group
Hong Kong
$16M +$338K +1,601 +2%
TCM
886
Telos Capital Management
California
$15.9M -$47K -223 -0.3%
USCWA
887
U.S. Capital Wealth Advisors
Texas
$15.9M -$1.27M -6,032 -7%
CWM
888
Circle Wealth Management
New Jersey
$15.8M -$334K -1,582 -2%
SFI
889
Siemens Fonds Invest
Germany
$15.8M -$127K -603 -0.8%
SFS
890
Sowell Financial Services
Arkansas
$15.7M -$769K -3,646 -5%
S
891
SignatureFD
Georgia
$15.6M -$185K -878 -1%
ISB
892
Iowa State Bank
Iowa
$15.5M -$740K -3,511 -5%
DT
893
Diversified Trust
Tennessee
$15.5M +$415K +1,967 +3%
AFG
894
Argent Financial Group
Louisiana
$15.4M +$15.4M +73,248 New
RWM
895
Ritholtz Wealth Management
New York
$15.4M +$180K +852 +1%
PS
896
Principal Securities
Iowa
$15.4M +$1.2M +5,685 +8%
CK
897
Cohen Klingenstein
New York
$15.3M – – –
WAM
898
Winslow Asset Management
Ohio
$15.3M -$105K -498 -0.7%
NEI
899
Northwest & Ethical Investments
Ontario, Canada
$15.3M -$1.76M -8,370 -10%
AIA
900
Allied Investment Advisors
Montana
$15.3M -$63.5K -301 -0.4%
34 35
36
37 38