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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 %
SICM
1951
Sustainable Insight Capital Management
New York
$3.53M -$696K -3,300 -16%
SGC
1952
Slocum, Gordon & Co
Rhode Island
$3.53M +$15.8K +75 +0.4%
SIC
1953
Sterling Investment Counsel
New York
$3.53M +$332K +1,573 +10%
MWA
1954
Moser Wealth Advisors
Washington
$3.52M -$52.7K -250 -1%
TA
1955
Townsend & Associates
Colorado
$3.5M +$37.3K +167 +1%
SAM
1956
Sycomore Asset Management
France
$3.5M +$3.5M +16,671 New
FCCM
1957
First City Capital Management
Georgia
$3.49M +$2.32K +11 +0.1%
VRM
1958
Vectors Research Management
New York
$3.49M -$80.7K -383 -2%
DA
1959
Dillon & Associates
Michigan
$3.49M -$3.59K -17 -0.1%
KM
1960
KP Management
Minnesota
$3.48M – – –
TCPG
1961
Trivant Custom Portfolio Group
California
$3.48M -$9.28K -44 -0.3%
RIA
1962
Regal Investment Advisors
Michigan
$3.47M -$2.97M -14,067 -46%
QPWM
1963
Quadrant Private Wealth Management
Pennsylvania
$3.46M -$220K -1,045 -6%
BCA
1964
Bay Colony Advisors
Massachusetts
$3.44M +$18.8K +89 +0.5%
TWA
1965
TCI Wealth Advisors
Arizona
$3.44M +$31.8K +151 +0.9%
IFWM
1966
Institute for Wealth Management
Colorado
$3.44M -$42K -199 -1%
HFM
1967
Hartford Funds Management
Pennsylvania
$3.43M +$77.8K +369 +2%
CPIA
1968
Cornell Pochily Investment Advisors
New York
$3.43M +$2.95K +14 +0.1%
BBNA
1969
Bremer Bank National Association
Minnesota
$3.42M -$59.3K -281 -2%
LIM
1970
Loudon Investment Management
New Hampshire
$3.42M -$15.8K -75 -0.5%
KF
1971
KKM Financial
Illinois
$3.42M +$171K +809 +5%
FBB
1972
Fulton Breakefield Broenniman
Maryland
$3.42M +$2.01M +9,525 +142%
MC
1973
Martin & Co
Tennessee
$3.41M -$16.2K -77 -0.5%
ALAM
1974
Asahi Life Asset Management
Japan
$3.41M +$155K +733 +5%
TPWM
1975
Twelve Points Wealth Management
Massachusetts
$3.4M -$1.9K -9 -0.1%
77 78
79
80 81