JPM icon

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 %
DW30
1276
Drucker Wealth 3.0
New Jersey
$8.2M +$143K +678 +2%
BA
1277
Bristlecone Advisors
Washington
$8.19M -$90.2K -428 -1%
EFMC
1278
Empire Financial Management Company
New York
$8.19M -$118K -561 -1%
AC
1279
Arjuna Capital
North Carolina
$8.16M -$94.5K -448 -1%
VST
1280
Van Strum & Towne
California
$8.14M -$31.6K -150 -0.4%
CWM
1281
Chemistry Wealth Management
New York
$8.11M -$57.4K -272 -0.7%
BWL
1282
Bogart Wealth LLC
Virginia
$8.08M -$1.04M -4,933 -11%
DLCIG
1283
D.L. Carlson Investment Group
New Hampshire
$8.07M -$1.66M -7,852 -17%
BPC
1284
Banque Pictet & Cie
Switzerland
$8.06M -$866K -4,107 -10%
CIM
1285
Contravisory Investment Management
Massachusetts
$8.04M +$7.51M +35,609 +1,412%
LFA
1286
Legacy Financial Advisors
Kentucky
$8.04M +$129K +612 +2%
QI
1287
Qtron Investments
Massachusetts
$8.01M -$65.2K -309 -0.8%
LT
1288
Legacy Trust
Michigan
$7.99M +$90.9K +431 +1%
DIM
1289
DLK Investment Management
California
$7.99M -$10.1K -48 -0.1%
RWA
1290
Roberts Wealth Advisors
California
$7.98M +$154K +732 +2%
PTC
1291
Philadelphia Trust Company
Pennsylvania
$7.97M -$94K -446 -1%
ACG
1292
Allen Capital Group
Nebraska
$7.95M +$43.6K +207 +0.6%
WPIC
1293
White Pine Investment Company
Michigan
$7.95M +$75.3K +357 +1%
JFG
1294
Jefferies Financial Group
New York
$7.93M +$471K +2,235 +6%
SAM
1295
Socorro Asset Management
Texas
$7.91M -$2.06M -9,790 -21%
EL
1296
Essex LLC
Illinois
$7.9M -$157K -743 -2%
DS
1297
DRW Securities
Illinois
$7.9M +$480K +2,278 +6%
CICC
1298
Capital Investment Counsel (Colorado)
Colorado
$7.89M +$139K +657 +2%
AI
1299
Arvest Investments
Arkansas
$7.87M -$630K -2,990 -7%
KCM
1300
Kennedy Capital Management
Missouri
$7.87M +$7.58M +35,965 +2,656%
50 51
52
53 54