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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 %
PWW
926
Pettyjohn Wood & White
Virginia
$14.4M -$239K -1,135 -2%
MFG
927
Merit Financial Group
Georgia
$14.4M -$2.89M -13,701 -17%
WFMPM
928
Woodley Farra Manion Portfolio Management
Indiana
$14.4M -$85.6K -406 -0.6%
JAG
929
Journey Advisory Group
Kentucky
$14.4M -$51K -252 -0.4%
SW
930
SteelPeak Wealth
California
$14.4M -$151K -714 -1%
BONST
931
Bank of Nova Scotia Trust
Ontario, Canada
$14.4M -$307K -1,455 -2%
BMM
932
Buffington Mohr McNeal
Idaho
$14.3M +$199K +943 +1%
WBC
933
Westpac Banking Corp
Australia
$14.3M +$719K +3,410 +5%
IWM
934
IHT Wealth Management
Illinois
$14.3M +$2.9M +13,809 +26%
GAM
935
Griffin Asset Management
New York
$14.2M +$13.3K +63 +0.1%
VIP
936
Vantage Investment Partners
Missouri
$14.2M -$590K -2,800 -4%
VAS
937
Valicenti Advisory Services
New York
$14.2M -$1.1M -5,223 -7%
NGA
938
Naples Global Advisors
Florida
$14.2M +$2.32K +11 +0%
CNB
939
Camden National Bank
Maine
$14.1M -$461K -2,187 -3%
BOC
940
Barbara Oil Co
Illinois
$14.1M – – –
KJHP
941
K.J. Harrison & Partners
Ontario, Canada
$14.1M +$3.57M +16,000 +34%
O
942
Ossiam
France
$14.1M -$797K -3,780 -5%
HFS
943
Haverford Financial Services
Pennsylvania
$14.1M -$1.48K -7 -0%
MAS
944
Meeder Advisory Services
Ohio
$14.1M -$133K -631 -0.9%
SCM
945
Schnieders Capital Management
California
$14.1M -$841K -3,987 -6%
SIC
946
SFE Investment Counsel
California
$14M -$217K -1,029 -2%
LSA
947
L & S Advisors
California
$14M +$3.78M +17,932 +37%
MMA
948
Miracle Mile Advisors
California
$14M +$473K +2,241 +3%
WSCM
949
Wellington Shields Capital Management
New York
$14M -$1.69K -8 -0%
CCB
950
Country Club Bank
Missouri
$14M -$401K -1,903 -3%
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