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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 %
CVA
1676
Central Valley Advisors
California
$4.87M +$31.8K +151 +0.7%
KFI
1677
Key Financial Inc
Pennsylvania
$4.86M +$6.96K +33 +0.1%
PBC
1678
Pavion Blue Capital
California
$4.86M -$7.8K -37 -0.2%
CAC
1679
Certified Advisory Corp
Florida
$4.85M +$49.3K +234 +1%
TPW
1680
Transatlantique Private Wealth
New York
$4.85M +$59.9K +284 +1%
AMG
1681
Advisors Management Group
Wisconsin
$4.85M +$21.1K +100 +0.4%
CW
1682
CreativeOne Wealth
Kansas
$4.83M +$1.46M +6,902 +43%
SSWM
1683
Sheets Smith Wealth Management
North Carolina
$4.82M -$57.4K -272 -1%
WAM
1684
Wakefield Asset Management
Colorado
$4.82M -$31.4K -149 -0.6%
NCM
1685
NCM Capital Management
New Jersey
$4.8M -$1.05K -5 -0%
EWM
1686
Empirical Wealth Management
Washington
$4.79M +$564K +2,675 +13%
SCM
1687
Stevens Capital Management
Pennsylvania
$4.79M -$7.89M -37,395 -62%
PWA
1688
Providence Wealth Advisors
Illinois
$4.79M +$11.2K +50 +0.2%
DFG
1689
Delta Financial Group
New Jersey
$4.79M +$42.8K +203 +0.9%
ATC
1690
Adirondack Trust Company
New York
$4.79M +$2.53K +12 +0.1%
PP
1691
Pacifica Partners
Canada
$4.79M -$69.6K -330 -1%
TBNY
1692
Trustco Bank (New York)
New York
$4.78M -$39.4K -187 -0.8%
PCTC
1693
Perkins Coie Trust Company
Washington
$4.78M +$46.8K +222 +1%
CIAS
1694
Capital Investment Advisory Services
North Carolina
$4.78M -$44.9K -213 -0.9%
PRS
1695
Pinkerton Retirement Specialists
Idaho
$4.77M +$24.2K +115 +0.5%
HI
1696
Hudock Inc
Pennsylvania
$4.76M -$24.5K -116 -0.5%
RPSA
1697
Richard P. Slaughter Associates
Texas
$4.76M -$85.8K -407 -2%
GD
1698
Grandfield & Dodd
New York
$4.74M -$105K -500 -2%
KIC
1699
Kensington Investment Counsel
California
$4.73M +$61.4K +291 +1%
TC
1700
TwinBeech Capital
New York
$4.73M -$4.15M -19,701 -47%
66 67
68
69 70