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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 %
TA
1326
TFG Advisers
Michigan
$7.54M +$60.9K +289 +0.8%
TW
1327
TrinityPoint Wealth
Connecticut
$7.54M +$2M +9,487 +36%
EM
1328
Excalibur Management
Massachusetts
$7.53M -$111K -528 -1%
NHT
1329
New Hampshire Trust
New Hampshire
$7.52M -$145K -690 -2%
LSPW
1330
Lake Street Private Wealth
Illinois
$7.52M -$2.18M -10,319 -22%
CCS
1331
Concentric Capital Strategies
Connecticut
$7.5M +$5.51M +26,141 +277%
BFC
1332
Blue Fin Capital
Rhode Island
$7.5M +$24.5K +116 +0.3%
GFA
1333
Gifford Fong Associates
California
$7.44M – – –
BWM
1334
BigSur Wealth Management
Florida
$7.44M +$424K +2,010 +6%
HCM
1335
Harvey Capital Management
Florida
$7.44M -$1.14M -5,400 -13%
WAM
1336
Werlinich Asset Management
Connecticut
$7.42M – – –
P
1337
Paradiem
Louisiana
$7.42M – – –
HLCM
1338
Hi-Line Capital Management
South Dakota
$7.42M -$14.1M -66,775 -66%
AAM
1339
Augustine Asset Management
Florida
$7.38M -$23.2K -110 -0.3%
PJSIMP
1340
P.J. Schmidt Investment Management (PJS)
Wisconsin
$7.35M -$140K -664 -2%
FWP
1341
FAS Wealth Partners
Kansas
$7.35M +$340K +1,614 +5%
MCCP
1342
Mission Creek Capital Partners
California
$7.35M +$32.9K +156 +0.4%
FSG
1343
Financial Strategies Group
Michigan
$7.35M +$38.8K +175 +0.5%
LG
1344
Leuthold Group
Minnesota
$7.35M +$987K +4,679 +16%
HAC
1345
Harbor Advisory Corp
New Hampshire
$7.33M -$43K -204 -0.6%
PA
1346
PFG Advisors
Arizona
$7.31M -$595K -2,823 -8%
MW
1347
Marcum Wealth
Ohio
$7.29M -$11.4K -54 -0.2%
AAS
1348
Ameritas Advisory Services
Nebraska
$7.25M -$2.71M -12,875 -27%
MNBTD
1349
Moody National Bank Trust Division
Texas
$7.25M +$6.96K +33 +0.1%
BA
1350
Baugh & Associates
Georgia
$7.24M +$105K +515 +1%
52 53
54
55 56