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 %
CPC
1901
Congress Park Capital
New York
$3.79M -$73.8K -350 -2%
AWM
1902
Affinity Wealth Management
Delaware
$3.79M +$35.8K +170 +1%
MG
1903
Mather Group
Illinois
$3.79M -$1.79M -8,496 -32%
AWM
1904
Aries Wealth Management
Maine
$3.77M -$63.3K -300 -2%
BDS
1905
Banco de Sabadell
Florida
$3.77M -$151K -718 -4%
PWPS
1906
Pinnacle Wealth Planning Services
Ohio
$3.76M +$190K +899 +5%
CTC
1907
Cetera Trust Company
Minnesota
$3.76M +$59K +280 +2%
GPA
1908
Guerra Pan Advisors
New Jersey
$3.76M +$16.4K +78 +0.4%
ABWM
1909
Alpine Bank Wealth Management
Colorado
$3.76M +$3.76M +17,838 New
DBIA
1910
Dumont & Blake Investment Advisors
New Jersey
$3.75M -$3.77M -17,892 -50%
AEPWM
1911
Atlantic Edge Private Wealth Management
Florida
$3.74M +$84.1K +399 +2%
FWM
1912
Forza Wealth Management
Florida
$3.74M +$103K +489 +3%
VCAM
1913
Van Cleef Asset Management
Ohio
$3.73M -$171K -809 -4%
DA
1914
Dover Advisors
Virginia
$3.72M +$55.7K +264 +2%
MFS
1915
Mattson Financial Services
Michigan
$3.72M -$24.5K -121 -0.7%
NF
1916
Nvest Financial
New Hampshire
$3.7M -$45.1K -214 -1%
CB
1917
CNB Bank
Pennsylvania
$3.7M -$119K -564 -3%
CG
1918
Cynosure Group
Utah
$3.7M +$89K +422 +2%
TWP
1919
Tyche Wealth Partners
Texas
$3.7M -$87.7K -416 -2%
CTC (Chicago Trading Company)
1920
CTC (Chicago Trading Company)
Illinois
$3.68M -$11.1M -52,689 -75%
WGC
1921
Watts Gwilliam & Co
Arizona
$3.68M +$3.68M +17,470 New
NICM
1922
Neo Ivy Capital Management
New York
$3.68M +$3.68M +17,446 New
CFFP
1923
Center for Financial Planning
Michigan
$3.67M -$135K -642 -4%
PWA
1924
Phoenix Wealth Advisors
North Carolina
$3.67M -$418K -1,982 -10%
PP
1925
Pegasus Partners
Wisconsin
$3.67M +$10.8K +51 +0.3%
75 76
77
78 79