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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 %
TSWM
1526
Triangle Securities Wealth Management
North Carolina
$5.86M -$96.6K -458 -2%
HNW
1527
High Note Wealth
Minnesota
$5.85M +$44.1K +209 +0.8%
SS
1528
Sunbelt Securities
Texas
$5.85M -$225K -1,066 -4%
CIG
1529
Consolidated Investment Group
Colorado
$5.84M – – –
MAM
1530
Montchanin Asset Management
Delaware
$5.83M +$147K +695 +3%
FPB
1531
First PREMIER Bank
South Dakota
$5.83M +$203K +962 +4%
HKIM
1532
Hayek Kallen Investment Management
Alabama
$5.82M -$3.16K -15 -0.1%
GAG
1533
GM Advisory Group
New York
$5.82M +$100K +475 +2%
ACM
1534
Alta Capital Management
Utah
$5.82M +$1.27K +6 +0%
ITIM
1535
Indiana Trust & Investment Management
Indiana
$5.81M +$115K +545 +2%
SGCA
1536
Steel Grove Capital Advisors
Tennessee
$5.81M – – –
BOSSRA
1537
B.O.S.S. Retirement Advisors
Utah
$5.81M -$3.01M -14,285 -34%
ST
1538
Smithfield Trust
Pennsylvania
$5.8M -$2.95K -14 -0.1%
IAMOG
1539
Investors Asset Management of Georgia
Georgia
$5.8M -$5.06K -24 -0.1%
HIC
1540
Holderness Investments Company
North Carolina
$5.8M +$171K +810 +3%
HA
1541
Hamel Associates
New Jersey
$5.77M -$31.6K -150 -0.5%
1IA
1542
1834 Investment Advisors
Wisconsin
$5.77M -$410K -1,945 -7%
SCP
1543
Stamos Capital Partners
California
$5.77M -$715K -3,390 -11%
WP
1544
WealthPLAN Partners
Nebraska
$5.76M -$827K -3,922 -13%
KA
1545
Klingman & Associates
New York
$5.75M +$575K +2,725 +11%
OPA
1546
Old Port Advisors
Maine
$5.74M -$86.9K -412 -1%
AIMCA
1547
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$5.74M +$2.7M +12,800 +89%
MCCA
1548
Mill Creek Capital Advisors
Pennsylvania
$5.72M -$408K -1,935 -7%
CAMV
1549
Concord Asset Management (Virginia)
Virginia
$5.71M +$531K +2,518 +10%
AHIA
1550
Andrew Hill Investment Advisors
Florida
$5.71M +$65.2K +309 +1%
60 61
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