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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 %
HCA
1351
Horan Capital Advisors
Ohio
$7.24M -$119K -563 -2%
LOAME
1352
Lombard Odier Asset Management (Europe)
United Kingdom
$7.24M +$893K +4,235 +14%
MWS
1353
Maxwell Wealth Strategies
California
$7.23M +$1.3M +5,852 +22%
CSA
1354
Cottage Street Advisors
Massachusetts
$7.22M -$109K -518 -1%
ECM
1355
Exchange Capital Management
Michigan
$7.21M -$415K -1,968 -5%
FFN
1356
Focus Financial Network
Minnesota
$7.2M -$13.5K -64 -0.2%
ALC
1357
Alexander Labrunerie & Co
Missouri
$7.18M +$64.3K +305 +0.9%
BFA
1358
Bill Few Associates
Pennsylvania
$7.17M +$5.27K +25 +0.1%
OWP
1359
Obermeyer Wealth Partners
Colorado
$7.16M -$29.9K -142 -0.4%
BBWA
1360
Bell & Brown Wealth Advisors
California
$7.16M +$16.4K +78 +0.2%
CIP
1361
Capital Insight Partners
Arizona
$7.16M -$7.8K -37 -0.1%
HWMO
1362
Heritage Wealth Management (Ohio)
Ohio
$7.15M -$38.8K -184 -0.5%
HI
1363
Harbour Investments
Wisconsin
$7.15M -$1.95M -9,269 -21%
CAG
1364
Csenge Advisory Group
Florida
$7.14M -$396K -1,782 -5%
WWA
1365
WCG Wealth Advisors
Nevada
$7.12M +$46K +218 +0.6%
NAM
1366
NTV Asset Management
West Virginia
$7.09M +$8.43K +40 +0.1%
PKC
1367
Palmer Knight Company
Florida
$7.09M -$111K -525 -2%
SP
1368
Stonebrook Private
Michigan
$7.07M -$45.1K -214 -0.6%
IC
1369
Inscription Capital
Texas
$7.07M +$161K +764 +2%
MWAM
1370
Manhattan West Asset Management
California
$7.07M +$118K +560 +2%
SB
1371
Strategic Blueprint
Georgia
$7.06M -$304K -1,441 -4%
BKA
1372
Brick & Kyle Associates
Pennsylvania
$7.05M -$598K -2,875 -8%
SBIA
1373
Sheaff Brock Investment Advisors
Indiana
$7.05M +$291K +1,381 +4%
MA
1374
MSA Advisors
California
$7.04M -$105K -500 -1%
GC
1375
Globeflex Capital
California
$7.04M – – –
53 54
55
56 57