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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 %
HA
1426
Herold Advisors
New York
$6.63M -$115K -547 -2%
PFBT
1427
Parkside Financial Bank & Trust
Missouri
$6.61M +$188K +890 +3%
BMA
1428
Brooks Moore & Associates
Tennessee
$6.61M -$11.6K -55 -0.2%
AFM
1429
Abbot Financial Management
Massachusetts
$6.59M +$62.8K +298 +1%
BFC
1430
Bedel Financial Consulting
Indiana
$6.55M -$51.2K -243 -0.8%
YIH
1431
Y-Intercept (HK)
Hong Kong
$6.55M +$6.55M +31,057 New
CWP
1432
Concord Wealth Partners
Virginia
$6.55M +$378K +1,795 +6%
TNBTD
1433
Trustmark National Bank Trust Department
Mississippi
$6.53M +$155K +734 +2%
ICP
1434
Ironvine Capital Partners
Nebraska
$6.53M -$211 -1 -0%
RMSCM
1435
R.M. Sincerbeaux Capital Management
New York
$6.53M – – –
FBFS
1436
First Business Financial Services
Wisconsin
$6.52M +$150K +712 +2%
TI
1437
tru Independence
Oregon
$6.51M -$1.39M -6,599 -18%
CSPAM
1438
Cary Street Partners Asset Management
Virginia
$6.5M -$103K -489 -2%
WE
1439
Wealth Effects
Massachusetts
$6.48M -$8.01K -38 -0.1%
MFG
1440
MidWestOne Financial Group
Iowa
$6.47M -$55.7K -264 -0.9%
SW
1441
Simplicity Wealth
New Jersey
$6.47M -$17.8M -84,384 -73%
WBWA
1442
William B. Walkup & Associates
South Carolina
$6.47M -$29.7K -141 -0.5%
AP
1443
Americana Partners
Texas
$6.45M +$56.5K +268 +0.9%
CA
1444
CoreCap Advisors
Michigan
$6.44M +$867K +4,112 +16%
SCP
1445
Sandhill Capital Partners
New York
$6.42M +$141K +669 +2%
LC
1446
Lincoln Capital
Nebraska
$6.42M -$211K -1,002 -3%
MCA
1447
MSH Capital Advisors
Arizona
$6.42M +$24.2K +115 +0.4%
GIM
1448
Generate Investment Management
New Zealand
$6.41M -$5.94M -28,179 -48%
HCM
1449
Hengehold Capital Management
Ohio
$6.41M +$103K +487 +2%
BONH
1450
Bank of New Hampshire
New Hampshire
$6.41M -$62K -294 -1%
56 57
58
59 60