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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 %
PGIM
1101
Pacific Global Investment Management
California
$10.6M -$149K -708 -1%
MASUI
1102
MIRAE ASSET SECURITIES (USA) INC.
New York
$10.6M +$10.6M +50,216 New
FHA
1103
Flagship Harbor Advisors
Massachusetts
$10.6M +$10.6M +50,144 New
WPP
1104
Whalerock Point Partners
Rhode Island
$10.6M +$53.1K +252 +0.5%
PAMG
1105
Patton Albertson Miller Group
Tennessee
$10.5M -$238K -1,131 -2%
AIM
1106
Access Investment Management
Georgia
$10.5M -$2.11M -10,000 -17%
CF
1107
CNA Financial
Illinois
$10.5M +$10.5M +50,000 New
LC
1108
Loews Corp
New York
$10.5M +$10.5M +50,000 New
BCA
1109
Bray Capital Advisors
Florida
$10.5M -$210K -995 -2%
BTI
1110
Blue Trust Inc
Georgia
$10.5M +$3.66M +18,108 +54%
CBTWT
1111
Community Bank & Trust (Waco, Texas)
Texas
$10.5M +$463K +2,198 +5%
C
1112
Certuity
Florida
$10.5M +$741K +3,516 +8%
IA
1113
IFP Advisors
Florida
$10.5M +$157K +743 +2%
CWM
1114
Compass Wealth Management
Connecticut
$10.5M -$486K -2,307 -4%
TW
1115
Trajan Wealth
Arizona
$10.4M +$506K +2,402 +5%
FPAS
1116
Focus Partners Advisor Solutions
Missouri
$10.4M +$840K +3,986 +9%
MFG
1117
Magnus Financial Group
New York
$10.4M -$9.49K -45 -0.1%
BAM
1118
Brave Asset Management
New Jersey
$10.4M -$232K -1,101 -2%
PTB
1119
Pioneer Trust Bank
Oregon
$10.4M -$354K -1,680 -3%
CRI
1120
Commonwealth Retirement Investments
Virginia
$10.4M +$90.7K +430 +0.9%
FFG
1121
Frisch Financial Group
New York
$10.4M -$30.8K -146 -0.3%
HCA
1122
Harbour Capital Advisors
Virginia
$10.4M -$47K -220 -0.5%
BA
1123
Ballast Advisors
Minnesota
$10.4M -$171K -813 -2%
EAMA
1124
EFG Asset Management (Americas)
Florida
$10.3M -$498K -2,362 -5%
ACM
1125
Adalta Capital Management
New York
$10.3M -$5.27K -25 -0.1%
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