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 %
AIM
1401
AHL Investment Management
Florida
$6.81M -$19K -90 -0.3%
WBC
1402
West Branch Capital
Massachusetts
$6.81M +$80.8K +383 +1%
SIA
1403
Soltis Investment Advisors
Utah
$6.8M -$1.43M -6,776 -17%
AG
1404
AlTi Global
New York
$6.79M -$1.64M -7,800 -20%
SSW
1405
Stone Summit Wealth
Florida
$6.79M -$209K -992 -3%
EA
1406
Everpar Advisors
Oklahoma
$6.78M -$199K -945 -3%
WTA
1407
Washington Trust Advisors
Massachusetts
$6.78M -$17.5K -83 -0.3%
FMB
1408
Field & Main Bank
Kentucky
$6.78M -$25.3K -120 -0.4%
AC
1409
Addison Capital
Pennsylvania
$6.77M -$60.7K -288 -0.9%
WP
1410
WealthShield Partners
North Carolina
$6.77M +$403K +1,909 +6%
FLI
1411
Family Legacy Inc
South Carolina
$6.77M -$26.1K -124 -0.4%
CM
1412
Castleark Management
Illinois
$6.77M -$8.49M -40,280 -56%
HWAM
1413
Hennion & Walsh Asset Management
New Jersey
$6.74M +$1.34M +6,337 +25%
RWM
1414
Rockline Wealth Management
New York
$6.74M +$163K +772 +2%
FC
1415
Forte Capital
New York
$6.72M -$67.5K -320 -1%
CF
1416
Concorde Financial
Texas
$6.72M +$436K +2,066 +7%
EWA
1417
EverSource Wealth Advisors
Alabama
$6.72M +$60.7K +288 +0.9%
AIP
1418
Ameritas Investment Partners
Nebraska
$6.71M -$397K -1,884 -6%
SGI
1419
Summit Global Investments
Utah
$6.71M +$3.29M +15,616 +96%
EI
1420
Ethic Inc
New York
$6.71M -$1.46M -7,266 -18%
ST
1421
Sentinel Trust
Texas
$6.68M -$696K -3,300 -9%
RWB
1422
RMR Wealth Builders
New Jersey
$6.68M +$8.43K +40 +0.1%
GCIM
1423
Gunn & Company Investment Management
Florida
$6.64M -$73.7M -349,377 -92%
KIM
1424
Kestra Investment Management
Texas
$6.63M -$784K -3,719 -11%
KA
1425
Kovack Advisors
Florida
$6.63M -$95.5K -453 -1%
55 56
57
58 59