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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 %
AL
1601
Aspiriant LLC
California
$5.32M +$135K +642 +3%
NDSI
1602
Newman Dignan & Sheerar Inc
Rhode Island
$5.31M -$133K -588 -2%
AFA
1603
Arlington Financial Advisors
California
$5.31M -$109K -518 -2%
GCA
1604
Gradient Capital Advisors
California
$5.3M -$68.7K -326 -1%
LA
1605
Legacy Advisors
Pennsylvania
$5.29M +$181K +859 +4%
MWA
1606
Midland Wealth Advisors
Illinois
$5.29M -$969K -4,597 -15%
GCM
1607
Graham Capital Management
Connecticut
$5.29M +$5.29M +25,089 New
MVA
1608
Mount Vernon Associates
Maryland
$5.29M +$44.3K +210 +0.8%
RFA
1609
Rollins Financial Advisors
New York
$5.28M +$104K +491 +2%
EML
1610
Eos Management LP
New York
$5.27M – – –
LS
1611
Leelyn Smith
Illinois
$5.26M -$15.8K -75 -0.3%
RP
1612
Rowlandmiller & Partners
Georgia
$5.25M +$38K +180 +0.7%
CST
1613
Charles Schwab Trust
Nevada
$5.25M +$149K +709 +3%
AB
1614
Atlas Brown
Kentucky
$5.25M +$3.37K +16 +0.1%
DCM
1615
Dudley Capital Management
Virginia
$5.24M +$13.5K +64 +0.3%
HI
1616
Hoey Investments
Pennsylvania
$5.23M – – –
GSB
1617
Greenfield Savings Bank
Massachusetts
$5.23M -$40.9K -194 -0.8%
CNC
1618
Citizens & Northern Corp
Pennsylvania
$5.23M +$389K +1,845 +8%
EFG
1619
Everhart Financial Group
Ohio
$5.23M +$502K +2,383 +11%
SCI
1620
S&CO Inc
Massachusetts
$5.22M -$54.6K -259 -1%
LFG
1621
Larson Financial Group
Missouri
$5.21M +$559K +2,649 +12%
MC
1622
Mathes Company
New York
$5.21M -$167K -794 -3%
BCMO
1623
Buckingham Capital Management (Ohio)
Ohio
$5.18M -$214K -1,017 -4%
HPCM
1624
Hunter Perkins Capital Management
Illinois
$5.16M -$163K -773 -3%
RSS
1625
Rosenblum Silverman Sutton
California
$5.15M -$18.6K -88 -0.4%
63 64
65
66 67