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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 %
MWM
1726
Massachusetts Wealth Management
Massachusetts
$4.57M -$50.6K -240 -1%
LOIM
1727
Liberty One Investment Management
Illinois
$4.57M +$199K +942 +5%
XSC
1728
X-Square Capital
Puerto Rico
$4.57M +$120K +569 +3%
RSA
1729
River Street Advisors
Illinois
$4.57M +$60.7K +288 +1%
MCM
1730
Marathon Capital Management
Maryland
$4.56M – – –
ACM
1731
Aquatic Capital Management
Illinois
$4.55M +$759K +3,600 +20%
SLC
1732
Second Line Capital
Louisiana
$4.55M +$40.3K +191 +0.9%
LWM
1733
Lodestone Wealth Management
Washington
$4.55M -$52.5K -249 -1%
SLWA
1734
San Luis Wealth Advisors
California
$4.55M +$105K +496 +2%
AWM
1735
Ameliora Wealth Management
Switzerland
$4.54M -$27.6K -131 -0.6%
FAP
1736
Financial Advisory Partners
Florida
$4.54M +$107K +506 +2%
PRA
1737
Pine Ridge Advisers
New York
$4.53M – – –
MIP
1738
Marietta Investment Partners
Wisconsin
$4.52M +$1.99M +9,442 +79%
RCG
1739
Regatta Capital Group
California
$4.52M +$231K +1,096 +5%
CWM
1740
Cornerstone Wealth Management
Missouri
$4.51M -$105K -500 -2%
APG
1741
Abacus Planning Group
South Carolina
$4.5M +$166K +789 +4%
BO
1742
Bank OZK
Arkansas
$4.5M -$67.9K -322 -1%
PB
1743
Pinnacle Bancorp
Nebraska
$4.48M +$1.1M +5,200 +32%
SM
1744
Sweeney & Michel
California
$4.46M -$305K -1,352 -6%
ADIM
1745
Alpha DNA Investment Management
Maryland
$4.46M +$1.78M +8,434 +66%
AMI
1746
Amica Mutual Insurance
Rhode Island
$4.45M -$1.78M -8,458 -29%
GGHC
1747
Gilder Gagnon Howe & Co
New York
$4.45M -$7.8K -37 -0.2%
SWA
1748
SOA Wealth Advisors
New York
$4.45M +$65.6K +311 +1%
V
1749
VeraBank
Texas
$4.44M -$57.6K -273 -1%
HI
1750
Horizon Investments
North Carolina
$4.44M -$146K -696 -3%
68 69
70
71 72