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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 %
TAM
1376
Trust Asset Management
Texas
$7.03M -$163K -771 -2%
BP
1377
BBR Partners
New York
$7.01M -$63.5K -301 -0.9%
CFCI
1378
Comprehensive Financial Consultants Institutional
Indiana
$7.01M -$17.1K -81 -0.2%
LHC
1379
Little House Capital
Massachusetts
$7M -$1.15M -5,450 -14%
IAS
1380
Insigneo Advisory Services
Florida
$6.99M -$447K -2,119 -6%
MMPW
1381
Mitchell McLeod Pugh & Williams
Alabama
$6.98M -$56.5K -268 -0.8%
DAS
1382
Diversify Advisory Services
Utah
$6.98M -$3.38M -15,066 -33%
ACM
1383
Aster Capital Management
United Arab Emirates
$6.95M +$6.95M +32,978 New
AWM
1384
Accurate Wealth Management
Florida
$6.94M +$643K +2,893 +10%
UWM
1385
Udine Wealth Management
Florida
$6.93M +$43.9K +208 +0.6%
NF
1386
Nikulski Financial
Iowa
$6.9M +$34.2K +162 +0.5%
PG
1387
Patten Group
Tennessee
$6.9M -$175K -828 -2%
AIM
1388
AMI Investment Management
Indiana
$6.89M -$377K -1,786 -5%
SAG
1389
SageView Advisory Group
California
$6.89M -$2.08M -9,884 -23%
PAM
1390
Pegasus Asset Management
New York
$6.88M -$160K -757 -2%
CWA
1391
Clarity Wealth Advisors
California
$6.88M +$196K +928 +3%
RCA
1392
Resonant Capital Advisors
Wisconsin
$6.87M +$51.9K +246 +0.8%
IWA
1393
Icon Wealth Advisors
Texas
$6.87M +$473K +2,242 +7%
SMI
1394
Shelter Mutual Insurance
Missouri
$6.86M – – –
PFA
1395
Pathway Financial Advisers
Indiana
$6.85M -$431K -2,042 -6%
SIA
1396
SGL Investment Advisors
Montana
$6.85M +$6.85M +28,332 New
CD
1397
Chapin Davis
Maryland
$6.84M +$31.8K +151 +0.5%
EGA
1398
E&G Advisors
Texas
$6.83M +$21.1K +100 +0.3%
OMC
1399
Overbrook Management Corp
New York
$6.82M -$4.53M -21,505 -40%
CNFG
1400
Creegan & Nassoura Financial Group
New Hampshire
$6.82M -$21.1K -100 -0.3%
54 55
56
57 58