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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 %
3IP
1926
3Chopt Investment Partners
Virginia
$3.66M -$1.05K -5 -0%
AAM
1927
Aureus Asset Management
Massachusetts
$3.65M +$18.8K +89 +0.5%
RMAM
1928
Raab & Moskowitz Asset Management
New Jersey
$3.65M +$11.8K +56 +0.3%
CCG
1929
Ceeto Capital Group
Florida
$3.64M -$420K -1,993 -10%
WA
1930
WP Advisors
California
$3.64M -$245K -1,163 -6%
BMC
1931
Benin Management Corp
Connecticut
$3.63M +$21.1K +100 +0.6%
SFA
1932
Source Financial Advisors
New York
$3.63M +$422 +2 +0%
WAG
1933
Winthrop Advisory Group
Massachusetts
$3.61M +$580K +2,749 +19%
SPC
1934
Spirepoint Private Client
Florida
$3.61M -$21.9K -104 -0.6%
VBCG
1935
Valley Brook Capital Group
Pennsylvania
$3.61M -$1.27K -6 -0%
DWM
1936
Diversify Wealth Management
Utah
$3.61M -$216K -965 -6%
BSA
1937
Bull Street Advisors
Georgia
$3.61M -$93.8K -445 -3%
TCM
1938
Tandem Capital Management
New Jersey
$3.6M -$211K -1,000 -6%
OFS
1939
OneAscent Financial Services
Alabama
$3.59M -$270K -1,281 -7%
CPBTD
1940
Central Pacific Bank - Trust Division
Hawaii
$3.57M +$12.9K +61 +0.4%
WC
1941
Waterloo Capital
Texas
$3.57M +$89.2K +423 +3%
CCM
1942
Condor Capital Management
New Jersey
$3.56M +$9.7K +46 +0.3%
NL
1943
NVWM LLC
Pennsylvania
$3.55M -$24.7K -117 -0.7%
GEA
1944
Glen Eagle Advisors
New Jersey
$3.55M +$49.8K +236 +1%
OHWP
1945
Oak Harbor Wealth Partners
North Carolina
$3.54M -$170K -806 -5%
MWM
1946
Marion Wealth Management
Pennsylvania
$3.54M +$134K +636 +4%
GPFA
1947
Game Plan Financial Advisors
Ohio
$3.54M -$15.2K -72 -0.4%
PFSC
1948
Peoples Financial Services Corp
Pennsylvania
$3.54M -$61.4K -291 -2%
MC
1949
Marest Capital
California
$3.54M +$10.1K +48 +0.3%
HDIM
1950
Hanson & Doremus Investment Management
Vermont
$3.53M -$244K -1,159 -6%
76 77
78
79 80