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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 %
WIC
976
WealthBridge Investment Counsel
Alberta, Canada
$13.1M -$153K -725 -1%
MCM
977
Mitchell Capital Management
Kansas
$13M +$115K +546 +0.9%
JSSH
978
J. Safra Sarasin Holding
$13M +$8.8M +41,796 +209%
CCM
979
Carmel Capital Management
California
$13M -$176K -836 -1%
PI
980
Pettee Investors
Connecticut
$13M – – –
FM
981
Foster & Motley
Ohio
$12.9M -$322K -1,529 -2%
RC
982
Roundview Capital
New Jersey
$12.9M +$370K +1,757 +3%
NSEDCP
983
NJ State Employees Deferred Compensation Plan
New Jersey
$12.9M – – –
CAM
984
Cypress Asset Management
Texas
$12.8M +$231K +1,095 +2%
MGIA
985
Moneta Group Investment Advisors
Missouri
$12.8M +$282K +1,337 +2%
IPW
986
Invictus Private Wealth
Colorado
$12.8M -$210K -998 -2%
ZIG
987
Zuckerman Investment Group
Illinois
$12.8M +$21.1K +100 +0.2%
CWG
988
Cornerstone Wealth Group
North Carolina
$12.7M +$168K +798 +1%
CBOR
989
Community Bank of Raymore
Missouri
$12.7M -$270K -1,281 -2%
WIC
990
Willis Investment Counsel
Georgia
$12.7M -$4.17M -19,780 -25%
VWA
991
Visionary Wealth Advisors
Illinois
$12.7M -$614K -2,910 -5%
LWANC
992
Laurel Wealth Advisors (North Carolina)
North Carolina
$12.7M -$26.6K -126 -0.2%
QIM
993
Quest Investment Management
Oregon
$12.7M +$11.1M +52,501 +695%
CC
994
Constitution Capital
Connecticut
$12.7M +$527K +2,498 +4%
SC
995
Stolper & Co
Oklahoma
$12.7M -$88.1K -418 -0.7%
LWCA
996
Locust Wood Capital Advisers
New York
$12.6M -$389K -1,846 -3%
CC
997
Chicago Capital
Illinois
$12.6M +$66.6K +316 +0.5%
HBT
998
Hills Bank & Trust
Iowa
$12.5M -$280K -1,327 -2%
KWA
999
Kingswood Wealth Advisors
California
$12.5M +$2.94M +13,959 +31%
RFM
1000
Royal Fund Management
Florida
$12.5M -$311K -1,463 -2%
38 39
40
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