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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 %
MLA
2051
MB, Levis & Associates
Pennsylvania
$3.06M +$6.33K +30 +0.2%
MA
2052
MJP Associates
Connecticut
$3.05M +$109K +518 +4%
BI
2053
Ballast Inc
Kentucky
$3.04M -$33.7K -160 -1%
PWMG
2054
Prestige Wealth Management Group
New Jersey
$3.04M -$1.55M -7,365 -34%
BCM
2055
Boltwood Capital Management
California
$3.04M +$4.01K +19 +0.1%
Millennium Management
2056
Millennium Management
New York
$3.03M -$149M -708,097 -98%
PCMN
2057
Paradigm Capital Management (Nevada)
Nevada
$3.02M +$3.02M +14,343 New
RWS
2058
Resolute Wealth Strategies
Mississippi
$3.02M +$15.2K +72 +0.5%
FDS
2059
First Dallas Securities
Texas
$3.02M -$89.4K -424 -3%
AWM
2060
Aprio Wealth Management
Georgia
$3.02M -$13.3K -63 -0.4%
BCM
2061
Beck Capital Management
Texas
$3.02M +$198K +937 +7%
AG
2062
Algert Global
California
$3.02M +$3.02M +14,310 New
JWM
2063
Jeppson Wealth Management
California
$3.01M -$8.44K -40 -0.3%
FCA
2064
FinTrust Capital Advisors
South Carolina
$3.01M +$322K +1,528 +12%
GP
2065
Greenline Partners
New York
$3.01M -$1.06M -5,019 -26%
RA
2066
Rockingstone Advisors
Massachusetts
$3.01M +$28.5K +135 +1%
FCFC
2067
First Commonwealth Financial Corp
Pennsylvania
$3M +$12.7K +60 +0.4%
GAM
2068
Grandview Asset Management
Pennsylvania
$3M -$142K -673 -5%
BFW
2069
Brady Family Wealth
Missouri
$3M +$11.4K +54 +0.4%
BFO
2070
Biltmore Family Office
North Carolina
$3M +$137K +650 +5%
GA
2071
GoalVest Advisory
New York
$3M +$117K +554 +4%
HCCM
2072
Hudson Canyon Capital Management
New York
$3M – – –
Two Sigma Investments
2073
Two Sigma Investments
New York
$2.99M -$42.4M -201,278 -93%
EAM
2074
Empirical Asset Management
Massachusetts
$2.99M -$10.7K -79 -0.4%
KJWM
2075
Kiley Juergens Wealth Management
Washington
$2.99M -$30.4K -144 -1%
81 82
83
84 85