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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 %
ACM
1701
Altrius Capital Management
North Carolina
$4.72M +$23.8K +113 +0.5%
NPA
1702
Nichols & Pratt Advisers
Massachusetts
$4.72M +$6.54K +31 +0.1%
CFMC
1703
Curbstone Financial Management Corp
New Hampshire
$4.7M -$42.2K -200 -0.9%
GCM
1704
Gables Capital Management
Florida
$4.7M -$103K -490 -2%
TPM
1705
Triasima Portfolio Management
Quebec, Canada
$4.7M +$319K +1,511 +7%
AA
1706
ALPS Advisors
Colorado
$4.7M -$32M -151,996 -87%
CIA
1707
Cohen Investment Advisors
New Hampshire
$4.68M +$136K +646 +3%
PRWA
1708
Platte River Wealth Advisors
Colorado
$4.68M +$187K +889 +4%
IFPG
1709
Intrepid Financial Planning Group
Indiana
$4.67M -$27.6K -131 -0.6%
NSB
1710
Norway Savings Bank
Maine
$4.66M -$35.2K -167 -0.7%
SAW
1711
Signal Advisors Wealth
Michigan
$4.66M +$4.23M +20,083 +993%
FFA
1712
Founders Financial Alliance
North Carolina
$4.66M -$192K -909 -4%
KFGK
1713
Keystone Financial Group (Kentucky)
Kentucky
$4.65M -$13.7K -65 -0.3%
MSK
1714
Melissa S. Kampmann
$4.65M – – –
BMC
1715
Beaton Management Company
Massachusetts
$4.64M – – –
ECML
1716
Eagle Capital Management (Louisiana)
Louisiana
$4.63M +$14.5K +69 +0.3%
CLA
1717
Carnegie Lake Advisors
New Jersey
$4.62M +$4.62M +21,909 New
CAS
1718
Coppell Advisory Solutions
Texas
$4.61M +$160K +762 +4%
SWM
1719
Sugarloaf Wealth Management
Georgia
$4.61M +$35.8K +170 +0.8%
BBA
1720
Baader Bank Aktiengesellschaft
Germany
$4.6M -$3.81M -18,252 -45%
SOAMC
1721
Spirit of America Management Corp
New York
$4.6M +$127K +600 +3%
SEIA
1722
Signature Estate & Investment Advisors
California
$4.59M -$32.5K -154 -0.7%
EFM
1723
E Fund Management
China
$4.59M +$821K +3,892 +22%
FBC
1724
Fairfield, Bush & Co
Connecticut
$4.58M -$474K -2,250 -9%
LCM
1725
Landscape Capital Management
New Jersey
$4.58M +$515K +2,442 +13%
67 68
69
70 71