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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 %
AF
1826
Apexium Financial
Texas
$4.07M +$1.97M +9,324 +93%
ITC
1827
Inspire Trust Company
Nevada
$4.07M +$462K +2,192 +13%
ACM
1828
Aljian Capital Management
Nevada
$4.06M +$4.06M +19,272 New
RP
1829
Raelipskie Partnership
Ontario, Canada
$4.06M +$118K +560 +3%
HIC
1830
Harvey Investment Company
Kentucky
$4.06M – – –
NRC
1831
New Republic Capital
North Carolina
$4.06M -$15.5M -73,596 -79%
APIM
1832
Agate Pass Investment Management
Washington
$4.06M -$57.8K -274 -1%
EHC
1833
Everett Harris & Co
California
$4.06M +$127K +600 +3%
ACM
1834
AlphaStar Capital Management
North Carolina
$4.04M +$567K +2,689 +16%
GIM
1835
Gold Investment Management
Alberta, Canada
$4.04M -$8.64K -41 -0.2%
PSB
1836
Piscataqua Savings Bank
New Hampshire
$4.04M -$69K -327 -2%
WC
1837
Weil Company
California
$4.03M -$642K -3,043 -14%
SAM
1838
Sawgrass Asset Management
Florida
$4.03M -$74.2K -352 -2%
LCM
1839
Leisure Capital Management
California
$4.02M -$280K -1,330 -7%
BIP
1840
Blueprint Investment Partners
North Carolina
$4.02M -$137K -650 -3%
SLT
1841
St Louis Trust
Missouri
$4.01M -$241K -1,141 -6%
HBT
1842
Heartland Bank & Trust
Illinois
$4.01M -$39.4K -187 -1%
CFP
1843
Catalyst Financial Partners
Massachusetts
$4.01M +$89.4K +424 +2%
PWCM
1844
Processus Wealth & Capital Management
Tennessee
$4.01M -$35K -166 -0.9%
FCA
1845
FLC Capital Advisors
California
$4.01M -$348K -1,650 -8%
HW
1846
Hedeker Wealth
Illinois
$4M +$2.32K +11 +0.1%
DA
1847
Denali Advisors
California
$4M +$2.73M +12,970 +216%
MIM
1848
Miller Investment Management
Pennsylvania
$3.99M – – –
LJCM
1849
Lee Johnson Capital Management
Texas
$3.99M +$3.99M +18,918 New
WPC
1850
White Pine Capital
Minnesota
$3.99M +$95.5K +453 +2%
72 73
74
75 76