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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 %
CCC
1151
Cincinnati Casualty Company
Ohio
$9.8M -$9.8M -46,500 -50%
CSUI
1152
Cincinnati Specialty Underwriters Insurance
Ohio
$9.8M -$9.8M -46,500 -50%
WIM
1153
Wittenberg Investment Management
Massachusetts
$9.79M – – –
BSB
1154
Bangor Savings Bank
Maine
$9.79M -$186K -882 -2%
DR
1155
Davis Rea
Ontario, Canada
$9.74M +$6.28M +29,777 +181%
WCA
1156
Westover Capital Advisors
Delaware
$9.74M +$637K +3,022 +7%
SC
1157
Schulhoff & Co
Ohio
$9.73M +$3.16K +15 +0%
WPW
1158
Waldron Private Wealth
Pennsylvania
$9.72M +$280K +1,330 +3%
BHPW
1159
Beverly Hills Private Wealth
California
$9.72M +$274K +1,299 +3%
FDP
1160
Financiere des Professionnels
Quebec, Canada
$9.71M -$1.4M -6,623 -13%
CCM
1161
Canal Capital Management
Virginia
$9.68M +$323K +1,531 +3%
EFG
1162
Embree Financial Group
Illinois
$9.68M +$1.27K +6 +0%
SCA
1163
Stokes Capital Advisors
South Carolina
$9.67M +$332K +1,574 +4%
CFSG
1164
Community Financial Services Group
Vermont
$9.66M +$122K +580 +1%
HCM
1165
Hodges Capital Management
Texas
$9.65M +$190K +903 +2%
PAM
1166
Paradigm Asset Management
New York
$9.63M – – –
OCAM
1167
Onex Canada Asset Management
Ontario, Canada
$9.62M -$1.22M -5,772 -11%
BA
1168
Bridgewater Advisors
New York
$9.59M +$8.25K +37 +0.1%
WKWM
1169
Walter & Keenan Wealth Management
Indiana
$9.58M -$99.1K -470 -1%
BMWM
1170
Brown Miller Wealth Management
Virginia
$9.56M +$39.9K +189 +0.4%
P
1171
Pitcairn
Pennsylvania
$9.56M -$914K -4,334 -9%
IIM
1172
Ipswich Investment Management
Massachusetts
$9.55M -$15.4K -73 -0.2%
CCM
1173
Coerente Capital Management
Ontario, Canada
$9.54M -$53.8K -255 -0.6%
CHC
1174
City Holding Co
West Virginia
$9.54M +$91.9K +436 +1%
PWS
1175
Peterson Wealth Services
Utah
$9.52M +$323K +1,533 +4%
45 46
47
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