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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 %
RIA
1201
RPG Investment Advisory
California
$9.24M +$5.9K +28 +0.1%
GWMIA
1202
Global Wealth Management Investment Advisory
Florida
$9.18M +$159K +753 +2%
OFG
1203
Oxford Financial Group
Indiana
$9.17M -$621K -2,947 -6%
GC
1204
Giverny Capital
Quebec, Canada
$9.14M +$653K +3,098 +8%
BFG
1205
Beacon Financial Group
Texas
$9.12M -$6.96K -33 -0.1%
YIA
1206
YHB Investment Advisors
Connecticut
$9.1M +$317K +1,505 +4%
JIP
1207
Jaffetilchin Investment Partners
Florida
$9.05M +$341K +1,616 +4%
ETC
1208
Exchange Traded Concepts
Oklahoma
$9.05M +$79.3K +376 +0.9%
TAM
1209
Townsend Asset Management
North Carolina
$9.04M -$109K -517 -1%
HEIP
1210
Hudson Edge Investment Partners
New Jersey
$9.03M -$1.65M -7,840 -15%
IB
1211
Intrust Bank
Kansas
$9.03M +$33.9K +161 +0.4%
DIP
1212
DT Investment Partners
Pennsylvania
$9M +$70K +332 +0.8%
Jacobs Levy Equity Management
1213
Jacobs Levy Equity Management
New Jersey
$8.96M +$1.09M +5,152 +14%
FIB
1214
First Interstate Bank
Montana
$8.96M -$108K -514 -1%
APSI
1215
Asset Planning Services Inc
Louisiana
$8.96M -$82.2K -390 -0.9%
HCM
1216
Hilton Capital Management
New York
$8.96M +$66.8K +317 +0.8%
SC
1217
Skylands Capital
Wisconsin
$8.96M -$925K -4,385 -9%
JCM
1218
Jacobi Capital Management
Pennsylvania
$8.95M +$105K +496 +1%
DIA
1219
Dean Investment Associates
Ohio
$8.95M -$366K -1,738 -4%
KCPG
1220
Kavar Capital Partners Group
Kansas
$8.93M +$31.6K +150 +0.4%
PCA
1221
Providence Capital Advisors
North Carolina
$8.92M +$91.3K +433 +1%
VA
1222
Valmark Advisers
Ohio
$8.9M +$1.77M +8,382 +25%
CWM
1223
Concentric Wealth Management
California
$8.86M -$119K -565 -1%
VFM
1224
Viking Fund Management
North Dakota
$8.86M -$633K -3,000 -7%
CF
1225
Centaurus Financial
California
$8.84M +$621K +2,944 +8%
47 48
49
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