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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 %
NB
1651
Nicolet Bankshares
Wisconsin
$5.01M -$276K -1,307 -5%
BWM
1652
BNC Wealth Management
Oregon
$4.99M +$108K +511 +2%
BFPW
1653
BOK Financial Private Wealth
Colorado
$4.98M -$377K -1,789 -7%
DA
1654
Doliver Advisors
Texas
$4.97M -$44.1K -209 -0.9%
LWA
1655
Lineweaver Wealth Advisors
Ohio
$4.97M +$181K +858 +4%
CWM
1656
Calamos Wealth Management
Illinois
$4.96M -$294K -1,392 -6%
SI
1657
Symmetry Investments
Jersey
$4.96M -$816K -3,870 -14%
IAS
1658
IMA Advisory Services
Colorado
$4.96M +$152K +719 +3%
WMA
1659
West Michigan Advisors
Michigan
$4.96M +$60.9K +289 +1%
MFS
1660
Monetta Financial Services
Illinois
$4.96M -$316K -1,500 -6%
SIA
1661
Strategic Investment Advisors
Michigan
$4.95M +$74K +351 +2%
LRWA
1662
Long Run Wealth Advisors
New York
$4.94M -$211K -1,003 -4%
LC
1663
Legacy CG
Texas
$4.94M -$1.6M -7,592 -24%
SIG
1664
Sargent Investment Group
Maryland
$4.94M +$490K +2,322 +11%
SCM
1665
Seascape Capital Management
New Hampshire
$4.93M -$77.4K -367 -2%
WR
1666
WD Rutherford
Oregon
$4.93M -$8.65K -41 -0.2%
MPIA
1667
Mountain Pacific Investment Advisers
Idaho
$4.93M -$234K -1,111 -5%
SIM
1668
Studio Investment Management
Illinois
$4.92M -$143K -677 -3%
TCA
1669
Trifecta Capital Advisors
Illinois
$4.92M +$28.9K +137 +0.6%
PMFA
1670
Plante Moran Financial Advisors
Michigan
$4.92M +$1.71M +8,129 +53%
BCM
1671
Blume Capital Management
California
$4.92M -$49.6K -235 -1%
SQA
1672
Simon Quick Advisors
New Jersey
$4.92M +$688K +3,264 +16%
OAM
1673
Occidental Asset Management
California
$4.89M +$286K +1,356 +6%
BC
1674
Burney Company
Virginia
$4.89M +$847K +4,019 +21%
ORC
1675
O'Rourke & Company
Massachusetts
$4.88M +$35.8K +170 +0.7%
65 66
67
68 69