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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 %
TPI
1576
Trust Point Inc
Wisconsin
$5.49M +$41.3K +196 +0.8%
GBWM
1577
Granite Bay Wealth Management
New Hampshire
$5.47M +$527K +2,501 +11%
HCM
1578
Hudson Capital Management
New Jersey
$5.46M -$170K -804 -3%
VWM
1579
Valley Wealth Managers
New Jersey
$5.45M -$409K -1,938 -7%
MPPLM
1580
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$5.44M +$116K +549 +2%
MMG
1581
Monetary Management Group
Missouri
$5.44M -$185K -875 -3%
AIMA
1582
Ables Iannone Moore & Associates
Georgia
$5.44M +$14.1K +67 +0.3%
MAM
1583
Mystic Asset Management
Rhode Island
$5.43M -$68.1K -323 -1%
MSAM
1584
Moloney Securities Asset Management
Missouri
$5.43M +$68.7K +326 +1%
TLP
1585
Trinity Legacy Partners
Texas
$5.42M -$188K -848 -3%
LCM
1586
Liberty Capital Management
Michigan
$5.42M -$16.4K -78 -0.3%
FNBOMD
1587
First National Bank of Mount Dora
Florida
$5.42M -$178K -846 -3%
RCM
1588
RB Capital Management
Nevada
$5.41M +$61.6K +292 +1%
LRPA
1589
L. Roy Papp & Associates
Arizona
$5.41M -$20.7K -98 -0.4%
MCC
1590
Malaga Cove Capital
California
$5.4M -$16K -76 -0.3%
VIM
1591
Vista Investment Management
Pennsylvania
$5.39M -$77.8K -369 -1%
IRAG
1592
Investment Research & Advisory Group
Georgia
$5.36M -$72.7K -345 -1%
BC
1593
Bowman & Company
Wisconsin
$5.36M +$456K +2,163 +9%
AC
1594
Avestar Capital
New York
$5.36M +$267K +1,265 +5%
LM
1595
Lincluden Management
Ontario, Canada
$5.36M +$47.4K +225 +0.9%
SIAG
1596
Signet Investment Advisory Group
Rhode Island
$5.35M +$40.1K +190 +0.8%
IA
1597
Icon Advisers
Colorado
$5.35M – – –
MCB
1598
Morton Community Bank
Illinois
$5.35M -$122K -578 -2%
UBG
1599
United Bank (Georgia)
Georgia
$5.35M +$129K +614 +2%
GJWM
1600
Gilliland Jeter Wealth Management
Arkansas
$5.33M -$75.3K -357 -1%
62 63
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