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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 %
SAM
1451
Smartleaf Asset Management
Massachusetts
$6.4M +$1.82M +8,654 +40%
NP
1452
Nilsine Partners
Colorado
$6.38M -$317K -1,503 -5%
UHC
1453
Union Heritage Capital
Michigan
$6.37M – – –
ZCI
1454
Zevenbergen Capital Investments
Washington
$6.36M +$47.4K +225 +0.8%
RFN
1455
RDA Financial Network
Iowa
$6.34M -$127K -603 -2%
PFGIA
1456
Patriot Financial Group Insurance Agency
Massachusetts
$6.34M +$597K +2,830 +10%
GFP
1457
Gryphon Financial Partners
Ohio
$6.34M +$337K +1,597 +6%
HWA
1458
HCR Wealth Advisors
California
$6.34M +$124K +587 +2%
LSAG
1459
Lake Street Advisors Group
New Hampshire
$6.33M +$49.8K +236 +0.8%
EWA
1460
Exencial Wealth Advisors
Oklahoma
$6.33M +$215K +1,022 +4%
AH
1461
Allen Holding
New York
$6.33M – – –
RI
1462
Redwood Investments
Massachusetts
$6.31M -$138K -654 -2%
AA
1463
Argent Advisors
Louisiana
$6.3M -$21.7K -103 -0.3%
SC
1464
Syon Capital
California
$6.29M -$39.6K -188 -0.6%
HPIA
1465
Hamilton Point Investment Advisors
North Carolina
$6.29M -$80.3K -381 -1%
SWM
1466
Scissortail Wealth Management
Oklahoma
$6.28M -$460M -29,065 -99%
FAM
1467
Formidable Asset Management
Ohio
$6.27M -$144K -684 -2%
BCM
1468
Buckhead Capital Management
Georgia
$6.26M -$23.4K -111 -0.4%
SACTSONJ
1469
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$6.26M – – –
LA
1470
LVW Advisors
New York
$6.26M -$214K -1,016 -3%
CWP
1471
CFM Wealth Partners
Texas
$6.25M +$182K +862 +3%
RBC
1472
Romano Brothers & Co
Illinois
$6.25M +$88.8K +421 +1%
AF
1473
Advisornet Financial
Minnesota
$6.25M +$399K +1,890 +7%
QI
1474
QV Investors
Alberta, Canada
$6.24M +$35.8K +170 +0.6%
CI
1475
Cigna Investments
Connecticut
$6.23M -$79.1K -375 -1%
57 58
59
60 61