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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 %
SAM
1251
Selway Asset Management
$8.5M -$5.27K -25 -0.1%
SHA
1252
Seneca House Advisors
Virginia
$8.47M -$213K -1,011 -2%
SA
1253
Strategic Advisors
New York
$8.46M -$186K -880 -2%
RSWM
1254
Robertson Stephens Wealth Management
California
$8.46M +$64.1K +304 +0.8%
FC
1255
Fusion Capital
South Carolina
$8.45M -$10.5K -50 -0.1%
AIM
1256
Anchor Investment Management
South Carolina
$8.44M +$8.65K +41 +0.1%
LC
1257
Lindbrook Capital
California
$8.42M +$1.25M +5,920 +17%
TPA
1258
Trivium Point Advisory
Connecticut
$8.42M -$580K -2,404 -6%
CIA
1259
Covington Investment Advisors
Pennsylvania
$8.42M -$127K -600 -1%
HZ
1260
Hixon Zuercher
Ohio
$8.41M -$167K -790 -2%
LFM
1261
LGT Fund Management
Liechtenstein
$8.4M -$380K -1,834 -4%
AF
1262
Arrow Financial
New York
$8.38M -$89K -422 -1%
CNBTD
1263
Citizens National Bank Trust Department
Mississippi
$8.38M -$9.49K -45 -0.1%
SAM
1264
Sompo Asset Management
Japan
$8.3M -$1.49M -7,051 -15%
CAAS
1265
Capital Asset Advisory Services
Michigan
$8.3M -$96.5K -458 -1%
KCG
1266
Kinsale Capital Group
Virginia
$8.3M +$1.11M +5,248 +15%
MAM
1267
Mirabaud Asset Management
United Kingdom
$8.29M +$29.3K +139 +0.4%
EW
1268
Evexia Wealth
Wisconsin
$8.28M -$388K -1,838 -4%
MP
1269
McDonald Partners
Ohio
$8.27M +$4.64K +22 +0.1%
SCM
1270
Summerhill Capital Management
Ontario, Canada
$8.27M +$60.9K +289 +0.7%
MCM
1271
Maltese Capital Management
New York
$8.24M -$4.58M -21,700 -36%
MBTD
1272
Mechanics Bank - Trust Department
California
$8.23M -$40.5K -192 -0.5%
BWAM
1273
Boyd Watterson Asset Management
Ohio
$8.23M -$828K -3,928 -9%
LSWM
1274
Lorne Steinberg Wealth Management
Canada
$8.23M -$4.22K -20 -0.1%
AOWM
1275
Alpha Omega Wealth Management
Virginia
$8.23M -$199K -944 -2%
49 50
51
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