JPM icon

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 %
BHBT
1876
Burke & Herbert Bank & Trust
Virginia
$3.87M -$114K -542 -3%
TIA
1877
Tiemann Investment Advisors
California
$3.87M -$180K -855 -4%
FUBT
1878
First United Bank & Trust
Maryland
$3.86M -$207K -984 -5%
CS
1879
Crescent Sterling
Louisiana
$3.86M -$171K -812 -4%
HFBOT
1880
Home Federal Bank of Tennessee
Tennessee
$3.85M +$36.3K +172 +1%
OAM
1881
Oak Asset Management
California
$3.84M -$149K -706 -4%
FIC
1882
FCG Investment Company
Tennessee
$3.84M -$540K -2,563 -12%
PDL
1883
Portfolio Design Labs
California
$3.84M +$1.68M +7,979 +78%
AIM
1884
Aspen Investment Management
Michigan
$3.84M +$10.3K +49 +0.3%
AIC
1885
Archer Investment Corporation
Indiana
$3.83M -$473K -2,245 -11%
SFG
1886
Snider Financial Group
Washington
$3.83M -$31.4K -149 -0.8%
JGCM
1887
Joseph Group Capital Management
Ohio
$3.83M +$265K +1,256 +7%
RFA
1888
Register Financial Advisors
Georgia
$3.83M -$39.9K -189 -1%
EFG
1889
Ethos Financial Group
Pennsylvania
$3.83M -$19.6K -93 -0.5%
FFS
1890
Founders Financial Securities
Maryland
$3.82M -$479K -2,274 -11%
CA
1891
CGN Advisors
Kansas
$3.82M +$144K +682 +4%
MIA
1892
MeadowBrook Investment Advisors
Michigan
$3.82M -$3.16K -15 -0.1%
ATWA
1893
Arbor Trust Wealth Advisors
Michigan
$3.81M – – –
LMKC
1894
L.M. Kohn & Company
Ohio
$3.8M +$15.2K +72 +0.4%
BB
1895
Bell Bank
North Dakota
$3.8M -$409K -1,940 -10%
A
1896
AustralianSuper
Australia
$3.8M +$1.03M +4,899 +37%
JSW
1897
Journey Strategic Wealth
New Jersey
$3.8M +$902K +4,279 +31%
CCA
1898
Criterion Capital Advisors
Tennessee
$3.8M – – –
SMC
1899
Smith, Moore & Co
Missouri
$3.8M -$9.7K -46 -0.3%
SC
1900
Sawyer & Company
Massachusetts
$3.79M -$70.6K -335 -2%
74 75
76
77 78