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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 %
UAM
1226
Unison Asset Management
Florida
$8.84M -$13.5K -64 -0.2%
PTC
1227
Private Trust Company
Ohio
$8.83M -$77.2K -366 -0.9%
BAM
1228
Belpointe Asset Management
Nevada
$8.82M +$1.07M +5,094 +14%
RAM
1229
Redmond Asset Management
Virginia
$8.81M -$272K -1,289 -3%
CWM
1230
Chronos Wealth Management
Florida
$8.79M +$204K +969 +2%
CGIM
1231
Capital Group Investment Management
Singapore
$8.78M +$261K +1,240 +3%
MPM
1232
MBB Public Markets
Illinois
$8.76M -$46.2M -219,234 -84%
CIM
1233
Chiron Investment Management
New York
$8.75M -$946K -4,488 -10%
MLIC
1234
Mandatum Life Insurance Company
Finland
$8.75M – – –
SFA
1235
Semmax Financial Advisors
North Carolina
$8.73M +$259K +1,083 +3%
WAS
1236
Wealth Advisory Solutions
Indiana
$8.7M -$1.07M -5,062 -11%
GLLW
1237
Graves Light Lenhart Wealth
Virginia
$8.69M -$2.14M -10,128 -20%
GIA
1238
Guyasuta Investment Advisors
Pennsylvania
$8.67M +$47.7K +226 +0.6%
AMM
1239
American Money Management
California
$8.66M -$365K -1,729 -4%
PPW
1240
Parcion Private Wealth
Washington
$8.66M +$430K +2,040 +5%
RC
1241
RBF Capital
California
$8.65M – – –
DDC
1242
DF Dent & Co
Maryland
$8.64M +$96.2K +456 +1%
UF
1243
Univest Financial
Pennsylvania
$8.62M +$7.03M +33,348 +443%
PWMAG
1244
Pinnacle Wealth Management Advisory Group
New Jersey
$8.59M -$37.3K -177 -0.4%
PP
1245
PDS Planning
Ohio
$8.59M -$171K -813 -2%
PSP
1246
Principal Street Partners
Tennessee
$8.59M -$901K -4,312 -9%
TL
1247
Tradewinds LLC
North Carolina
$8.57M +$194K +921 +2%
BWS
1248
Buck Wealth Strategies
Colorado
$8.56M -$1.05M -4,970 -11%
GL
1249
Graypoint LLC
New York
$8.54M +$210K +994 +3%
TCWA
1250
Turtle Creek Wealth Advisors
Texas
$8.53M +$242K +1,146 +3%
48 49
50
51 52