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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 %
SCM
1626
SOL Capital Management
Maryland
$5.15M -$66.4K -315 -1%
PPWP
1627
Premier Path Wealth Partners
New Jersey
$5.14M +$34.2K +162 +0.7%
RAM
1628
Roanoke Asset Management
New Jersey
$5.13M -$10.3K -49 -0.2%
WAS
1629
Winch Advisory Services
Wisconsin
$5.12M +$2.53K +12 +0%
BOS
1630
Bank of Stockton
California
$5.12M -$100K -476 -2%
BCM
1631
Brookmont Capital Management
Texas
$5.11M -$808K -3,834 -14%
Kayne Anderson Rudnick Investment Management
1632
Kayne Anderson Rudnick Investment Management
California
$5.11M +$493K +2,336 +11%
GWANC
1633
Guardian Wealth Advisors (North Carolina)
North Carolina
$5.1M +$1.9K +9 +0%
NL
1634
NWAM LLC
Washington
$5.09M +$5.09M +24,157 New
BEC
1635
Blue Edge Capital
Virginia
$5.09M +$89.4K +424 +2%
HA
1636
Harbor Advisors
Florida
$5.09M – – –
WIC
1637
Wilkins Investment Counsel
Massachusetts
$5.09M -$64.3K -305 -1%
MFC
1638
Mechanics Financial Corp
Ohio
$5.09M +$15.8K +75 +0.3%
LDB
1639
Lee, Danner & Bass
Tennessee
$5.08M -$58K -275 -1%
SIC
1640
Shoker Investment Counsel
Ohio
$5.07M -$75.7K -359 -1%
PMSA
1641
Patrick M. Sweeney & Associates
Illinois
$5.07M +$12.4K +59 +0.2%
BCM
1642
Bretton Capital Management
California
$5.06M +$5.06M +24,000 New
DWM
1643
Dynasty Wealth Management
Florida
$5.06M +$129K +611 +3%
CWM
1644
Connecticut Wealth Management
Connecticut
$5.05M -$310K -1,470 -6%
SIAP
1645
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5.05M -$26.1K -124 -0.5%
LNWTC
1646
Laird Norton Wetherby Trust Company
Washington
$5.04M – – –
SIA
1647
SeaBridge Investment Advisors
New Jersey
$5.04M -$82.2K -390 -2%
MAWCM
1648
Mine & Arao Wealth Creation & Management
California
$5.04M +$30.6K +145 +0.6%
UB
1649
Umpqua Bank
Oregon
$5.03M -$81.4K -386 -2%
HCM
1650
Howard Capital Management
Georgia
$5.02M +$5.02M +23,807 New
64 65
66
67 68