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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 %
BRM
1301
Boston Research & Management
Massachusetts
$7.83M +$2.53K +12 +0%
CT
1302
Chicago Trust
Illinois
$7.83M +$711K +3,370 +10%
BB
1303
Berkshire Bank
Massachusetts
$7.82M -$179K -847 -2%
GCM
1304
Garland Capital Management
Washington
$7.82M -$1.33M -6,300 -15%
CM
1305
Churchill Management
California
$7.8M -$225K -1,067 -3%
HAI
1306
Hennessy Advisors Inc
California
$7.8M -$211K -1,000 -3%
SFA
1307
Souders Financial Advisors
Ohio
$7.78M -$214K -1,013 -3%
SAI
1308
Systematic Alpha Investments
New Jersey
$7.76M – – –
AAMA
1309
Advanced Asset Management Advisors
Ohio
$7.74M – – –
AT
1310
American Trust
Kentucky
$7.72M -$1.04M -4,919 -12%
WPC
1311
Wedmont Private Capital
Pennsylvania
$7.72M +$305K +1,448 +4%
SCM
1312
Sitrin Capital Management
California
$7.72M -$41.3K -196 -0.5%
ST
1313
Somerset Trust
Pennsylvania
$7.72M -$170K -804 -2%
SNB
1314
Security National Bank
Nebraska
$7.72M -$1.48K -7 -0%
PWS
1315
Peloton Wealth Strategists
Indiana
$7.71M -$374K -1,773 -5%
MA
1316
McBroom & Associates
Nevada
$7.68M +$129K +614 +2%
HCM
1317
Howland Capital Management
Massachusetts
$7.65M -$239K -1,135 -3%
CCA
1318
Checchi Capital Advisers
California
$7.62M -$551K -2,611 -7%
FPFS
1319
First Personal Financial Services
North Carolina
$7.6M -$155K -737 -2%
OL
1320
Owen LaRue
Kentucky
$7.6M -$280K -1,329 -4%
FCMT
1321
Founders Capital Management (Texas)
Texas
$7.59M +$38.6K +183 +0.5%
SFI
1322
SPC Financial Inc
Maryland
$7.58M -$201K -954 -3%
CWM
1323
Cordatus Wealth Management
Pennsylvania
$7.57M +$69.6K +330 +0.9%
NB
1324
Northwest Bancshares
Pennsylvania
$7.57M -$1.29M -6,110 -15%
WIS
1325
Wright Investors Service
Connecticut
$7.55M -$1.8M -8,536 -19%
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