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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 %
MC
1076
Miramar Capital
Illinois
$11M -$97.6K -463 -0.9%
PA
1077
Profund Advisors
Maryland
$11M +$1.17M +5,529 +12%
TCBWMS
1078
Texas Capital Bank Wealth Management Services
Texas
$11M +$676K +3,208 +7%
AC
1079
AlphaCore Capital
California
$11M +$339K +1,607 +3%
BEAM
1080
Baker Ellis Asset Management
Washington
$11M -$164K -780 -1%
WWM
1081
Western Wealth Management
Colorado
$10.9M +$3.97M +18,839 +57%
BIM
1082
Baldwin Investment Management
Pennsylvania
$10.9M -$181K -860 -2%
CT
1083
Colonial Trust
South Carolina
$10.9M +$973K +4,614 +10%
ACGA
1084
Atlanta Consulting Group Advisors
Georgia
$10.9M +$137K +649 +1%
APP
1085
Avantax Planning Partners
Iowa
$10.9M -$3.78M -17,943 -26%
BW
1086
Bison Wealth
Georgia
$10.9M -$1.72M -8,172 -14%
IBOK
1087
Independence Bank of Kentucky
Kentucky
$10.8M +$869K +4,121 +9%
AA
1088
Apriem Advisors
California
$10.8M -$177K -839 -2%
AAS
1089
Annex Advisory Services
Wisconsin
$10.8M -$12.1M -57,588 -53%
VT
1090
Vise Technologies
New York
$10.8M +$2.37M +11,248 +28%
AWP
1091
Ascent Wealth Partners
New York
$10.8M -$129K -611 -1%
RWM
1092
Rench Wealth Management
Texas
$10.7M -$86K -408 -0.8%
FC
1093
Fulcrum Capital
Washington
$10.7M -$193K -914 -2%
MSS
1094
Mitchell Sinkler & Starr
Pennsylvania
$10.7M -$1.11M -5,247 -9%
HB
1095
HTLF Bank
Colorado
$10.7M -$526K -2,495 -5%
CIC
1096
Cutler Investment Counsel
Oregon
$10.7M -$342K -1,623 -3%
CC
1097
Centiva Capital
New York
$10.7M +$2.33M +11,070 +28%
IIM
1098
Intact Investment Management
Quebec, Canada
$10.7M +$696K +3,300 +7%
BSC
1099
Brown Shipley & Co
United Kingdom
$10.7M -$1.04M -4,919 -9%
MWM
1100
Marietta Wealth Management
Georgia
$10.6M +$110K +522 +1%
42 43
44
45 46