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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 %
FBT
1976
First Bankers Trust
Kentucky
$3.39M -$139K -661 -4%
CIAS
1977
CFS Investment Advisory Services
New Jersey
$3.37M -$26.4K -125 -0.8%
NPP
1978
New Potomac Partners
Maryland
$3.37M -$56.9K -270 -2%
OL
1979
Optas LLC
Texas
$3.37M +$879K +4,167 +35%
WA
1980
Wealth Alliance
New York
$3.37M -$67.7K -321 -2%
WFG
1981
Wills Financial Group
Virginia
$3.37M +$2.53K +12 +0.1%
EFSCE
1982
Enterprise Financial Services Corp (EFSC)
Missouri
$3.36M -$86.7K -411 -3%
PFM
1983
Phillips Financial Management
Indiana
$3.36M +$10.5K +50 +0.3%
EA
1984
Eclectic Associates
California
$3.35M +$1.69K +8 +0.1%
REMPR
1985
Roof Eidam Maycock Peralta (REMP)
California
$3.34M +$22.1K +105 +0.7%
AI
1986
Atom Investors
Texas
$3.31M -$447K -2,119 -12%
MSFS
1987
Main Street Financial Solutions
Pennsylvania
$3.31M +$40.5K +192 +1%
CPA
1988
Court Place Advisors
Maryland
$3.3M -$147K -698 -4%
PWG
1989
Portside Wealth Group
Utah
$3.3M -$325K -1,539 -9%
RHP
1990
Royal Harbor Partners
Texas
$3.28M -$47.2K -224 -1%
RAM
1991
Ramirez Asset Management
New York
$3.27M +$84.3K +400 +3%
DFA
1992
Delta Financial Advisors
Louisiana
$3.27M +$9.7K +46 +0.3%
CV
1993
Counterweight Ventures
North Carolina
$3.27M -$174K -823 -5%
MPWS
1994
McCarter Private Wealth Services
Massachusetts
$3.27M +$3.27M +15,496 New
CCG
1995
Chatham Capital Group
Georgia
$3.26M -$64.7K -307 -2%
KP
1996
Keel Point
Alabama
$3.26M +$81.2K +385 +3%
TWM
1997
TriaGen Wealth Management
California
$3.26M -$109K -517 -3%
PWAM
1998
Pinnacle West Asset Management
Wyoming
$3.26M -$26.4K -125 -0.8%
SWA
1999
SFMG Wealth Advisors
Texas
$3.26M -$26.1K -124 -0.8%
CIC
2000
Chilton Investment Company
Connecticut
$3.26M -$8.43K -40 -0.3%
78 79
80
81 82