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 %
MWM
1551
Modern Wealth Management
Kansas
$5.69M +$252K +1,197 +5%
RBA
1552
Richard Bernstein Advisors
New York
$5.69M -$381K -1,809 -6%
MHS
1553
M Holdings Securities
Oregon
$5.66M -$11.7M -55,697 -67%
UCI
1554
Uncommon Cents Investing
Wisconsin
$5.66M +$19K +90 +0.3%
AIM
1555
Athena Investment Management
California
$5.65M -$105K -500 -2%
EW
1556
Evoke Wealth
California
$5.65M +$5.65M +26,786 New
EWM
1557
EPG Wealth Management
Georgia
$5.64M +$5.64M +26,762 New
SW
1558
SkyOak Wealth
Michigan
$5.63M -$74K -351 -1%
SSI
1559
Scott & Selber Inc
Texas
$5.62M -$21.5K -102 -0.4%
BOPW
1560
Brandywine Oak Private Wealth
Pennsylvania
$5.62M +$25.3K +120 +0.5%
IIC
1561
Ironwood Investment Counsel
Arizona
$5.61M -$85.4K -405 -2%
Koshinski Asset Management
1562
Koshinski Asset Management
Illinois
$5.6M -$29.7K -141 -0.5%
MA
1563
Modus Advisors
Minnesota
$5.58M +$12.4K +59 +0.2%
HL
1564
HeadInvest LLC
Maine
$5.58M -$71.9K -341 -1%
AWA
1565
Arete Wealth Advisors
Illinois
$5.58M +$5.58M +26,544 New
MCWS
1566
McKinley Carter Wealth Services
West Virginia
$5.58M +$449K +2,129 +9%
PGWM
1567
Parisi Gray Wealth Management
New Jersey
$5.55M -$11.4K -54 -0.2%
COI
1568
Connable Office Inc
Michigan
$5.55M -$42K -199 -0.8%
BCFS
1569
Butensky & Cohen Financial Security
Florida
$5.53M -$159K -756 -3%
AIS
1570
AM Investment Strategies
Tennessee
$5.52M +$4.22K +20 +0.1%
AIA
1571
Affinity Investment Advisors
California
$5.51M -$178K -842 -3%
HH
1572
HWG Holdings
Texas
$5.51M +$1.54M +7,310 +39%
CGL
1573
Clarius Group LLC
Washington
$5.51M -$66.3K -315 -1%
CFGS
1574
Concourse Financial Group Securities
Alabama
$5.49M -$349K -1,655 -6%
VWMG
1575
Virginia Wealth Management Group
Virginia
$5.49M +$854K +4,049 +18%
61 62
63
64 65