JPM icon

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 %
CPSC
2101
Carl P. Sherr & Co
Massachusetts
$2.88M +$633 +3 +0%
FFO
2102
Fiduciary Family Office
Florida
$2.88M -$54.6K -259 -2%
ARA
2103
Alexander Randolph Advisory
Virginia
$2.87M -$924K -4,383 -24%
BCM
2104
Birmingham Capital Management
Alabama
$2.87M -$31.6K -150 -1%
LWA
2105
Lantern Wealth Advisors
New York
$2.86M +$12K +57 +0.4%
NAMP
2106
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.86M -$1.47M -6,976 -34%
DTC
2107
Davidson Trust Company
Washington
$2.86M +$565K +2,680 +25%
SHFP
2108
Second Half Financial Partners
Florida
$2.86M -$1.4M -6,634 -33%
WAAG
2109
Wealth Alliance Advisory Group
Kansas
$2.85M +$21.1K +100 +0.7%
AT
2110
Arlington Trust
Alabama
$2.85M +$16.9K +80 +0.6%
ACM
2111
Allred Capital Management
Texas
$2.85M -$19.8K -94 -0.7%
CHJWM
2112
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.84M +$879 +4 +0%
SWA
2113
Sax Wealth Advisors
New Jersey
$2.84M +$500K +2,369 +21%
TAM
2114
Titleist Asset Management
Texas
$2.84M -$37.3K -177 -1%
SAI
2115
Savvy Advisors Inc
New York
$2.84M +$573K +2,717 +25%
TFA
2116
Trinity Financial Advisors
Ohio
$2.83M +$127K +869 +5%
CCG
2117
Catalina Capital Group
California
$2.83M +$354K +1,677 +14%
BFA
2118
Brendel Financial Advisors
New Hampshire
$2.82M -$11.6K -55 -0.4%
SIM
2119
Sentry Investment Management
Wisconsin
$2.82M -$148K -702 -5%
BWM
2120
BlackDiamond Wealth Management
New York
$2.81M +$61.6K +257 +2%
AFS
2121
Aft Forsyth & Sober
Florida
$2.8M +$42.2K +200 +2%
Balyasny Asset Management
2122
Balyasny Asset Management
Illinois
$2.8M -$18.7M -88,722 -87%
IIL
2123
Insight Inv LLC
California
$2.79M -$166K -785 -6%
CIM
2124
CIM Investment Management
Pennsylvania
$2.78M -$58K -275 -2%
LWMM
2125
Legacy Wealth Management (Mississippi)
Mississippi
$2.78M +$105K +500 +4%
83 84
85
86 87