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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 %
PCA
1501
Peddock Capital Advisors
Massachusetts
$6.05M +$35.4K +168 +0.6%
EPW
1502
Evergreen Private Wealth
Colorado
$6.05M +$57.4K +272 +1%
DA
1503
DCM Advisors
New York
$6.04M – – –
GM
1504
GeoWealth Management
Illinois
$6.04M +$1.35M +6,397 +29%
TPWA
1505
TRUE Private Wealth Advisors
Oregon
$6.03M -$244K -1,158 -4%
OBAM
1506
ODDO BHF Asset Management
France
$6.03M +$6.03M +28,603 New
RCAG
1507
Rehmann Capital Advisory Group
Michigan
$6.03M -$221K -1,045 -4%
CRCM
1508
Crystal Rock Capital Management
Illinois
$6.02M +$264K +1,250 +5%
MWM
1509
Mattern Wealth Management
Kansas
$6M +$124K +587 +2%
MCM
1510
Monarch Capital Management
Indiana
$5.99M +$88.8K +421 +2%
IA
1511
IFG Advisory
Georgia
$5.98M -$1.22M -5,787 -17%
CBB
1512
Citizens Business Bank
California
$5.97M -$140K -664 -2%
ATI
1513
Act Two Investors
California
$5.97M – – –
LWM
1514
LJI Wealth Management
Indiana
$5.97M +$107K +507 +2%
RCIM
1515
Red Cedar Investment Management
Michigan
$5.97M – – –
SCM
1516
Silvant Capital Management
Georgia
$5.94M -$655K -3,105 -10%
SWM
1517
SeaCrest Wealth Management
New York
$5.94M +$205K +970 +4%
DCM
1518
Delta Capital Management
New Jersey
$5.93M – – –
PTP
1519
Platform Technology Partners
New York
$5.93M -$93K -441 -2%
MCP
1520
Martin Capital Partners
Oregon
$5.92M -$1.88M -8,927 -24%
GLR
1521
Great Lakes Retirement
Ohio
$5.9M +$40.5K +192 +0.7%
MSA
1522
Marino Stram & Associates
Massachusetts
$5.9M +$13.3K +63 +0.2%
CCAM
1523
Codex Capital Asset Management
Texas
$5.88M +$420K +2,000 +8%
GBT
1524
Grove Bank & Trust
Florida
$5.87M +$91.7K +435 +2%
JWCA
1525
J.W. Coons Advisors
Ohio
$5.87M -$14.8K -70 -0.3%
59 60
61
62 63