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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 %
CFM
1851
Catalyst Funds Management
Australia
$3.99M +$1.73M +8,200 +77%
MTIC
1852
Missouri Trust & Investment Company
Missouri
$3.98M -$39.9K -189 -1%
CH
1853
Canton Hathaway
Rhode Island
$3.98M -$10.5K -50 -0.3%
TCPW
1854
Twin City Private Wealth
North Carolina
$3.98M -$15K -71 -0.4%
BHA
1855
Beech Hill Advisors
New York
$3.98M -$153K -726 -4%
TP
1856
Tranquility Partners
Tennessee
$3.98M -$16K -76 -0.4%
WC
1857
Wynn Capital
Georgia
$3.97M +$75.3K +357 +2%
AP
1858
Adero Partners
California
$3.97M +$84.8K +402 +2%
IP
1859
Investment Partners
Ohio
$3.96M -$28.5K -135 -0.7%
OF
1860
Outfitter Financial
Maine
$3.94M -$274K -1,301 -7%
GFG
1861
Goldstone Financial Group
Illinois
$3.93M +$102K +483 +3%
CBT
1862
Central Bank & Trust
Kentucky
$3.91M -$10.1K -48 -0.3%
IAS
1863
Investment Advisory Services
Texas
$3.91M -$79.7K -378 -2%
WFAG
1864
Worth Financial Advisory Group
North Carolina
$3.91M -$21.9K -104 -0.6%
SDWIA
1865
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3.9M -$64.3K -305 -2%
BIG
1866
Brooklyn Investment Group
New York
$3.9M +$289K +1,372 +8%
AWA
1867
Aaron Wealth Advisors
Illinois
$3.89M +$541K +2,564 +16%
AO
1868
Advisor OS
Illinois
$3.89M +$268K +1,273 +7%
PMA
1869
Prudent Man Advisors
Illinois
$3.89M -$408K -1,937 -10%
OFA
1870
Oak Family Advisors
Illinois
$3.89M +$9.07K +43 +0.2%
HP
1871
Holowesko Partners
Bahamas
$3.88M -$1.05M -5,000 -21%
CPW
1872
Cove Private Wealth
New York
$3.88M – – –
UAG
1873
United Advisor Group
Ohio
$3.88M +$842K +3,992 +28%
GWM
1874
Graybill Wealth Management
Illinois
$3.88M -$72.5K -344 -2%
MIM
1875
Moseley Investment Management
Florida
$3.88M +$38.4K +182 +1%
73 74
75
76 77