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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 %
SCP
1026
Shorepoint Capital Partners
Massachusetts
$11.9M -$712K -3,379 -6%
CAL
1027
Capital Analysts LLC
Pennsylvania
$11.9M +$453K +2,150 +4%
CB
1028
Cadence Bank
Mississippi
$11.9M -$400K -1,896 -3%
PIM
1029
Plato Investment Management
Australia
$11.9M +$68.5K +325 +0.6%
MRCM
1030
M&R Capital Management
New Jersey
$11.9M +$14.8K +70 +0.1%
HIP
1031
Harrell Investment Partners
Texas
$11.9M -$410K -1,943 -3%
SIC
1032
Sigma Investment Counselors
Michigan
$11.9M -$42.8K -203 -0.4%
NLP
1033
Next Level Private
New York
$11.9M +$14.1K +67 +0.1%
CCP
1034
Clough Capital Partners
Massachusetts
$11.9M – – –
HRC
1035
Hoertkorn Richard Charles
$11.8M -$207K -982 -2%
BAM
1036
Boyar Asset Management
New York
$11.8M -$20.7K -98 -0.2%
FRA
1037
Frank Rimerman Advisors
California
$11.7M +$40.5K +192 +0.3%
VI
1038
Vestcor Inc
New Brunswick, Canada
$11.7M – – –
JWCA
1039
J.W. Cole Advisors
Florida
$11.7M +$1.1M +5,213 +10%
CCT
1040
Chemung Canal Trust
New York
$11.7M -$1.94M -9,207 -14%
Walleye Capital
1041
Walleye Capital
New York
$11.7M +$11.6M +54,796 +9,963%
NP
1042
NorthRock Partners
Minnesota
$11.6M +$20.7K +105 +0.2%
MPM
1043
Meritage Portfolio Management
Kansas
$11.6M -$224K -1,064 -2%
FB
1044
Fulton Bank
Pennsylvania
$11.6M -$299K -1,419 -3%
AFG
1045
Atomi Financial Group
New York
$11.6M +$633K +3,001 +6%
EWM
1046
Executive Wealth Management
Michigan
$11.5M -$38K -180 -0.3%
HIA
1047
Harbor Investment Advisory
Maryland
$11.5M +$34K +202 +0.3%
SFM
1048
Soros Fund Management
New York
$11.5M – – –
MCP
1049
Mirador Capital Partners
California
$11.5M +$141K +669 +1%
PAI
1050
Pittenger & Anderson Inc
Nebraska
$11.5M +$113K +538 +1%
40 41
42
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