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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 %
HFP
2001
Holistic Financial Partners
Indiana
$3.26M +$25.5K +121 +0.8%
AWM
2002
Aberdeen Wealth Management
Illinois
$3.25M +$53.8K +255 +2%
PC
2003
Permanens Capital
New York
$3.25M -$3.07M -14,548 -49%
PHS
2004
Pekin Hardy Strauss
Illinois
$3.25M +$138K +655 +4%
SAM
2005
Secure Asset Management
Michigan
$3.25M -$111K -526 -3%
BWM
2006
BKM Wealth Management
Wisconsin
$3.25M +$719K +3,412 +28%
SWM
2007
Segment Wealth Management
Texas
$3.24M – – –
ATFA
2008
All Terrain Financial Advisors
Minnesota
$3.24M -$1.48K -7 -0%
BWM
2009
Brophy Wealth Management
New Hampshire
$3.23M +$3.23M +15,322 New
IF
2010
Ironwood Financial
Arizona
$3.23M -$94.5K -448 -3%
CPWA
2011
Cerro Pacific Wealth Advisors
California
$3.23M – – –
GWM
2012
GSB Wealth Management
Connecticut
$3.23M -$140K -665 -4%
AMIM
2013
Aull & Monroe Investment Management
Alabama
$3.22M -$86.9K -412 -3%
CWA
2014
Consilium Wealth Advisory
Texas
$3.21M +$53.1K +252 +2%
DAM
2015
Delta Asset Management
Tennessee
$3.21M -$73.2K -347 -2%
VCP
2016
Verus Capital Partners
Arizona
$3.21M -$1.48K -7 -0%
GCM
2017
Gladius Capital Management
Illinois
$3.21M +$1.34M +6,378 +72%
BPAMU
2018
BTG Pactual Asset Management US
New York
$3.2M +$1.31M +6,212 +69%
LA
2019
LM Advisors
California
$3.2M -$55.5K -263 -2%
MYIA
2020
Mount Yale Investment Advisors
Colorado
$3.19M -$4.36M -20,676 -58%
NBT
2021
Northwest Bank & Trust
Iowa
$3.17M +$422 +2 +0%
I
2022
INVST
Indiana
$3.17M +$43K +204 +1%
EAM
2023
EULAV Asset Management
Florida
$3.16M -$843K -3,999 -21%
BL
2024
Bleichroeder LP
New York
$3.16M – – –
MLM
2025
Mount Lucas Management
Pennsylvania
$3.16M -$2.83M -13,407 -47%
79 80
81
82 83