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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 %
GG
2076
Gleason Group
Kentucky
$2.99M -$21.7K -103 -0.7%
RCA
2077
Ranch Capital Advisors
Florida
$2.99M +$25.7K +122 +0.9%
IIA
2078
IPG Investment Advisors
California
$2.98M +$572K +2,713 +24%
IIA
2079
Integral Investment Advisors
California
$2.98M +$118K +559 +4%
SIA
2080
Sage Investment Advisers
New York
$2.98M +$19.8K +94 +0.7%
SSA
2081
Sierra Summit Advisors
Nevada
$2.98M +$504K +2,390 +20%
LI
2082
Lafayette Investments
Maryland
$2.97M -$4.85K -23 -0.2%
SI
2083
Shaker Investments
Ohio
$2.97M +$2.97M +14,091 New
MCM
2084
Monument Capital Management
Virginia
$2.96M -$57.4K -272 -2%
HIC
2085
Hartline Investment Corp
Illinois
$2.96M +$7.8K +37 +0.3%
BFA
2086
Benedict Financial Advisors
Georgia
$2.94M -$88.1K -418 -3%
TLCM
2087
Twin Lakes Capital Management
California
$2.93M -$36.5K -173 -1%
KA
2088
KLCM Advisors
Wisconsin
$2.92M -$12K -57 -0.4%
CRI
2089
Colonial River Investments
Virginia
$2.92M +$1.3M +6,173 +80%
CW
2090
Channel Wealth
California
$2.92M +$284K +1,346 +11%
AW
2091
Alaethes Wealth
Nevada
$2.91M -$294K -1,394 -9%
CCT
2092
Capital City Trust
Florida
$2.91M +$658K +3,119 +29%
EWA
2093
Etesian Wealth Advisors
Oregon
$2.9M -$27.8K -132 -0.9%
BFIC
2094
Bedell Frazier Investment Counselling
California
$2.9M -$6.96K -33 -0.2%
OBWG
2095
Onyx Bridge Wealth Group
New York
$2.9M +$50K +237 +2%
OCM
2096
Orleans Capital Management
Louisiana
$2.9M -$31.6K -150 -1%
AWC
2097
Abundance Wealth Counselors
Pennsylvania
$2.89M -$126K -598 -4%
GC
2098
Guardian Capital
Ontario, Canada
$2.88M -$84.3K -400 -3%
EW
2099
Elyxium Wealth
California
$2.88M +$2.88M +13,666 New
WAM
2100
Weatherly Asset Management
California
$2.88M +$436K +2,069 +18%
82 83
84
85 86