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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 %
SGA
1176
Strategic Global Advisors
California
$9.51M -$98.7K -468 -1%
PCG
1177
Prosperity Consulting Group
Maryland
$9.5M +$2.93M +13,880 +45%
KA
1178
Kintegral Advisory
New York
$9.5M -$124K -590 -1%
WIA
1179
Wetzel Investment Advisors
Indiana
$9.49M -$222K -1,053 -2%
CWS
1180
Confluence Wealth Services
Pennsylvania
$9.49M -$243K -1,153 -2%
ERWM
1181
Elk River Wealth Management
Colorado
$9.47M +$82.7K +392 +0.9%
AG
1182
Advocate Group
Minnesota
$9.45M +$88.4K +419 +0.9%
WAS
1183
WESPAC Advisors SoCal
California
$9.45M -$64.1K -304 -0.7%
FCP
1184
Fidelis Capital Partners
Florida
$9.41M +$230K +1,029 +3%
DSC
1185
Duncker Streett & Co
Missouri
$9.41M -$21.3K -101 -0.2%
PL
1186
Parthenon LLC
Kentucky
$9.4M +$49.3K +234 +0.5%
CA
1187
Claro Advisors
Massachusetts
$9.39M +$358K +1,697 +4%
SIA
1188
Schechter Investment Advisors
Michigan
$9.39M -$120K -571 -1%
MCM
1189
McRae Capital Management
New Jersey
$9.38M -$19.8K -94 -0.2%
GCA
1190
Greenwood Capital Associates
South Carolina
$9.35M -$1.87M -8,864 -17%
FMTC
1191
Farmers & Merchants Trust Company
California
$9.35M +$167K +790 +2%
ACM
1192
Alpha Capital Management
Texas
$9.35M -$213K -1,012 -2%
SP
1193
Stablepoint Partners
Massachusetts
$9.3M -$63K -299 -0.7%
NS
1194
NBC Securities
Alabama
$9.28M -$82.7K -392 -0.9%
GIP
1195
Granite Investment Partners
California
$9.28M +$81K +384 +0.9%
DEA
1196
DoubleLine ETF Adviser
Florida
$9.28M -$794K -3,764 -8%
NCM
1197
Nelson Capital Management
California
$9.27M -$89.4K -424 -1%
FFA
1198
Farther Finance Advisors
California
$9.26M +$760K +3,604 +9%
BJL
1199
Brighton Jones LLC
Washington
$9.25M -$586K -2,777 -6%
OSNBOA
1200
Old Second National Bank of Aurora
Illinois
$9.25M -$167K -793 -2%
46 47
48
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