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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 %
SAM
951
Shell Asset Management
Netherlands
$13.9M +$13.9M +65,985 New
JAM
952
JCIC Asset Management
Ontario, Canada
$13.9M +$102K +485 +0.7%
M2MC
953
Matthew 25 Management Corp
Pennsylvania
$13.9M -$896K -4,250 -6%
TCM
954
Twin Capital Management
Pennsylvania
$13.8M -$677K -3,211 -5%
Parallax Volatility Advisers
955
Parallax Volatility Advisers
California
$13.8M -$18.6M -88,179 -57%
SB
956
Simmons Bank
Arkansas
$13.7M -$40.1K -190 -0.3%
BRCM
957
Bright Rock Capital Management
Massachusetts
$13.7M -$4.22M -20,000 -24%
RDWM
958
Red Door Wealth Management
Tennessee
$13.7M +$595K +2,823 +5%
TFA
959
Teamwork Financial Advisors
Texas
$13.7M -$159K -753 -1%
GG
960
Greenwood Gearhart
Arkansas
$13.7M -$3.4M -16,116 -20%
WTFG
961
Wells Trecaso Financial Group
Ohio
$13.6M -$60.7K -288 -0.4%
FMWA
962
Forvis Mazars Wealth Advisors
Missouri
$13.5M -$737K -3,496 -5%
SWA
963
Stratos Wealth Advisors
Ohio
$13.5M +$108K +513 +0.8%
RWA
964
River Wealth Advisors
Pennsylvania
$13.5M +$227K +1,077 +2%
AAM
965
AR Asset Management
California
$13.5M – – –
JFGIW
966
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13.5M +$605K +2,867 +5%
BWM
967
Buckley Wealth Management
Nevada
$13.5M -$141K -668 -1%
BHCM
968
Brevan Howard Capital Management
Jersey
$13.5M -$4.2M -19,933 -24%
PGAM
969
Princeton Global Asset Management
New Jersey
$13.5M +$476K +2,258 +4%
SVWAG
970
Sound View Wealth Advisors Group
Georgia
$13.4M +$1.61M +7,624 +14%
FA
971
Fagan Associates
New York
$13.4M +$152K +722 +1%
NAS
972
Nicolet Advisory Services
Wisconsin
$13.4M +$91.1K +444 +0.7%
RCM
973
Radnor Capital Management
Pennsylvania
$13.4M +$1.04M +4,910 +8%
FNA
974
First National Advisers
Nebraska
$13.3M +$246K +1,168 +2%
NFG
975
Nations Financial Group
Iowa
$13.1M +$664K +3,148 +5%
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