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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 %
CFA
1051
Capstone Financial Advisors
Illinois
$11.4M +$218K +1,035 +2%
WAP
1052
Wealthcare Advisory Partners
Pennsylvania
$11.4M -$202K -956 -2%
HFM
1053
Hartford Financial Management
Connecticut
$11.4M +$11.4K +54 +0.1%
FCT
1054
Family Capital Trust
Massachusetts
$11.4M -$44.1K -209 -0.4%
ECM
1055
EagleClaw Capital Management
Massachusetts
$11.4M -$270K -1,282 -2%
ANTB
1056
AMG National Trust Bank
Colorado
$11.4M -$3.14M -14,874 -22%
DWA
1057
Douglass Winthrop Advisors
New York
$11.4M +$917K +4,348 +9%
IPW
1058
Inlet Private Wealth
Florida
$11.3M -$36.9K -175 -0.3%
TIM
1059
Thompson Investment Management
Wisconsin
$11.3M -$393K -1,865 -3%
PMAM
1060
Picton Mahoney Asset Management
Ontario, Canada
$11.3M -$5.69M -26,988 -34%
LTI
1061
Laffer Tengler Investments
Tennessee
$11.3M -$5.69K -27 -0.1%
TWM
1062
Trueblood Wealth Management
Ohio
$11.3M -$221K -1,050 -2%
NC
1063
NBW Capital
Massachusetts
$11.2M +$252K +1,194 +2%
LOPW
1064
Live Oak Private Wealth
North Carolina
$11.2M -$1.91M -9,050 -15%
XWM
1065
Xcel Wealth Management
Florida
$11.2M -$471K -2,232 -4%
SFG
1066
SevenBridge Financial Group
Pennsylvania
$11.2M +$342K +1,429 +3%
BCM
1067
Barometer Capital Management
Ontario, Canada
$11.2M +$512K +2,442 +5%
JPWM
1068
Jamison Private Wealth Management
Georgia
$11.2M +$364K +1,728 +3%
TSS
1069
Two Sigma Securities
New York
$11.2M +$7.96M +37,748 +248%
AC
1070
Addenda Capital
Quebec, Canada
$11.1M +$4.43K +21 +0%
GIM
1071
Goelzer Investment Management
Indiana
$11.1M -$26.1K -124 -0.2%
RCYC
1072
Richard C. Young & Co
Rhode Island
$11M +$413K +1,960 +4%
PI
1073
PEAK6 Investments
Illinois
$11M +$11M +52,241 +1,741,367%
SWP
1074
Strategic Wealth Partners
Ohio
$11M +$646K +3,064 +6%
KLCM
1075
KG&L Capital Management
Louisiana
$11M +$152K +728 +1%
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