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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 %
DWM
1001
Dorchester Wealth Management
Quebec, Canada
$12.5M +$26.6K +126 +0.2%
AG
1002
Ascent Group
Virginia
$12.5M +$1.61M +7,615 +15%
GFG
1003
Greystone Financial Group
Michigan
$12.4M +$206K +975 +2%
HCA
1004
Harbor Capital Advisors
Illinois
$12.4M +$122K +579 +1%
GWM
1005
Geneos Wealth Management
Colorado
$12.4M +$1.63M +7,712 +15%
BOH
1006
Bank of Hawaii
Hawaii
$12.4M +$62.4K +296 +0.5%
KOCAA
1007
Knights of Columbus Asset Advisors
Connecticut
$12.4M +$2.26M +10,706 +22%
ET
1008
Equitable Trust
Tennessee
$12.3M +$337K +1,598 +3%
PVI
1009
Pine Valley Investments
New Jersey
$12.3M -$28.3K -134 -0.2%
PAIM
1010
Punch & Associates Investment Management
Minnesota
$12.3M -$2.83M -13,426 -19%
NEAM
1011
New England Asset Management
Connecticut
$12.3M -$51.7K -245 -0.4%
CAM
1012
Close Asset Management
United Kingdom
$12.2M +$946K +4,487 +8%
NM
1013
NWI Management
New York
$12.2M -$422K -2,000 -3%
GA
1014
GFS Advisors
Texas
$12.2M +$5.14M +24,399 +73%
LA
1015
Lynch & Associates
Indiana
$12.2M -$29.5K -140 -0.2%
MWA
1016
Meridian Wealth Advisors
Texas
$12.2M +$313K +1,483 +3%
CPC
1017
Consolidated Planning Corp
Georgia
$12.1M +$442K +2,095 +4%
DAC
1018
Dividend Assets Capital
South Carolina
$12.1M +$663K +3,143 +6%
CCMINC
1019
Cardinal Capital Management Inc (North Carolina)
North Carolina
$12.1M +$25.5K +121 +0.2%
CJL
1020
Cyrus J. Lawrence
New York
$12.1M +$92.1K +437 +0.8%
VM
1021
Venator Management
Pennsylvania
$12.1M -$273K -1,295 -2%
MCM
1022
Mengis Capital Management
Oregon
$12.1M -$77.2K -366 -0.6%
SA
1023
SRH Advisors
Kansas
$12.1M – – –
SWC
1024
Spectrum Wealth Counsel
Indiana
$12.1M -$265K -1,256 -2%
III
1025
Independent Investors Inc
New York
$12M – – –
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