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 %
1SB
901
1ST Source Bank
Indiana
$15.3M -$75.3K -357 -0.5%
SW
902
SlateStone Wealth
Florida
$15.2M +$5.28M +25,031 +53%
JC
903
JB Capital
Connecticut
$15.1M +$221K +1,046 +1%
GRP
904
Global Retirement Partners
California
$15.1M -$192K -910 -1%
HCM
905
Hollencrest Capital Management
California
$15.1M +$65.6K +311 +0.4%
GAM
906
Gotham Asset Management
New York
$15.1M +$2.42M +11,465 +19%
SAM
907
Strategy Asset Managers
California
$15M -$1.65M -7,837 -10%
IG
908
ING Group
Netherlands
$15M -$43M -203,982 -74%
SPC
909
Sigma Planning Corp
Michigan
$15M -$73.6K -349 -0.5%
WC
910
Woodstock Corp
Massachusetts
$15M -$22.8K -108 -0.2%
EFS
911
Essex Financial Services
Connecticut
$14.9M -$1.59M -7,115 -10%
CCG
912
Cypress Capital Group
Florida
$14.9M +$102K +486 +0.7%
PI
913
PFG Investments
New York
$14.8M +$155K +733 +1%
LPT
914
Legacy Private Trust
Wisconsin
$14.8M -$135K -638 -0.9%
LWIC
915
Leith Wheeler Investment Counsel
British Columbia, Canada
$14.7M +$5.63M +26,696 +62%
LOAMS
916
Lombard Odier Asset Management (Switzerland)
Switzerland
$14.7M +$1.24M +5,883 +9%
CF
917
Clarity Financial
Texas
$14.6M +$13.3M +62,868 +968%
CWP
918
Cyndeo Wealth Partners
Florida
$14.6M -$211K -1,003 -1%
ERIM
919
Eagle Ridge Investment Management
Connecticut
$14.6M -$6.96K -33 -0%
ST
920
Spinnaker Trust
Maine
$14.6M -$431K -2,045 -3%
CIS
921
Connors Investor Services
Pennsylvania
$14.5M -$592K -2,814 -4%
AIM
922
Artemis Investment Management
United Kingdom
$14.5M -$240K -1,137 -2%
OCM
923
One Capital Management
California
$14.5M +$206K +975 +1%
AWM
924
Avitas Wealth Management
California
$14.5M +$170K +807 +1%
ERIC
925
Eagle Rock Investment Company
Georgia
$14.4M -$724K -3,434 -5%
35 36
37
38 39