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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 %
AWM
1126
Avior Wealth Management
Nebraska
$10.2M -$120K -571 -1%
QCG
1127
Quadrant Capital Group
Ohio
$10.2M -$23.4K -111 -0.2%
ANBT
1128
American National Bank & Trust
Texas
$10.2M -$189K -898 -2%
ADL
1129
Asset Dedication LLC
California
$10.2M -$1.06M -5,040 -9%
WSC
1130
Wellington Shields & Co
New York
$10.2M +$633 +3 +0%
FPGT
1131
Financial Partners Group (Tennessee)
Tennessee
$10.2M -$5.06K -24 -0%
BFS
1132
Bard Financial Services
Connecticut
$10.1M -$1.91M -9,060 -16%
SIM
1133
Stratos Investment Management
Ohio
$10.1M +$876K +4,154 +9%
SAM
1134
Smithbridge Asset Management
Pennsylvania
$10.1M +$484K +2,297 +5%
PT
1135
Plimoth Trust
Massachusetts
$10.1M -$1.06M -5,011 -9%
EARNEST Partners
1136
EARNEST Partners
Georgia
$10.1M -$33.7K -160 -0.3%
BFO
1137
Boston Family Office
Massachusetts
$10M +$246K +1,165 +3%
JIC
1138
Joel Isaacson & Co
New York
$10M +$78.4K +372 +0.8%
MPIM
1139
McGinn Penninger Investment Management
Virginia
$10M -$35.8K -170 -0.4%
FHB
1140
First Hawaiian Bank
Hawaii
$10M -$89.6K -425 -0.9%
SFO
1141
Stokes Family Office
Louisiana
$10M -$43K -204 -0.4%
MWA
1142
MN Wealth Advisors
Kansas
$9.96M +$61.8K +293 +0.6%
XF
1143
XML Financial
Maryland
$9.96M -$426K -2,019 -4%
SMA
1144
Sage Mountain Advisors
Georgia
$9.95M +$183K +869 +2%
WG
1145
Winton Group
United Kingdom
$9.93M +$9.29M +44,041 +1,435%
TCM
1146
Traynor Capital Management
Pennsylvania
$9.91M +$712K +3,379 +8%
BCCM
1147
Bridge Creek Capital Management
Massachusetts
$9.91M -$263K -1,245 -3%
FWTB
1148
First Western Trust Bank
Colorado
$9.91M -$569K -2,700 -5%
SFP
1149
Shepherd Financial Partners
Massachusetts
$9.89M +$142K +673 +1%
VHAM
1150
Van Hulzen Asset Management
California
$9.82M -$148K -702 -1%
44 45
46
47 48