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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 %
ECU
2176
Eisler Capital (UK)
United Kingdom
$2.62M +$2.62M +12,417 New
IWS
2177
Insight Wealth Strategies
California
$2.62M +$35K +166 +1%
PBO
2178
Peoples Bank (Ohio)
Ohio
$2.61M -$189K -896 -7%
AWA
2179
Amplius Wealth Advisors
Pennsylvania
$2.61M +$37.7K +179 +1%
4WM
2180
44 Wealth Management
Oregon
$2.6M +$2.6M +11,652 New
LC
2181
LCNB Corp
Ohio
$2.59M -$114K -540 -4%
PWM
2182
Purus Wealth Management
California
$2.59M -$75.5K -358 -3%
PH
2183
Pinnacle Holdings
Oklahoma
$2.58M -$33.5K -159 -1%
WWM
2184
Wolff Wiese Magana
California
$2.58M +$39K +185 +2%
WCM
2185
Winthrop Capital Management
Indiana
$2.58M -$48.7K -231 -2%
Aristotle Capital Management
2186
Aristotle Capital Management
California
$2.57M – – –
BFG
2187
Berger Financial Group
Minnesota
$2.57M +$1.2M +5,701 +88%
OCPWS
2188
One Charles Private Wealth Services
Massachusetts
$2.57M +$9.28K +44 +0.4%
LA
2189
Lindenwold Advisors
Pennsylvania
$2.56M +$17.3K +82 +0.7%
AA
2190
Aire Advisors
California
$2.56M -$2.32K -11 -0.1%
SIA
2191
Schear Investment Advisers
Ohio
$2.56M +$396K +1,880 +18%
FPWM
2192
FSB Premier Wealth Management
Iowa
$2.56M +$360K +1,706 +16%
FA
2193
Financial Advisors
Massachusetts
$2.56M – – –
BAM
2194
Byrne Asset Management
New Jersey
$2.55M -$28.5K -135 -1%
ICP
2195
Interchange Capital Partners
Pennsylvania
$2.55M +$27K +128 +1%
MCA
2196
Magnolia Capital Advisors
Mississippi
$2.55M -$209K -992 -8%
CAM
2197
Cozad Asset Management
Illinois
$2.54M -$56.1K -266 -2%
LCM
2198
LVM Capital Management
Michigan
$2.54M – – –
FH
2199
FWG Holdings
Florida
$2.54M +$23.7K +105 +0.9%
AA
2200
Axiom Advisory
California
$2.53M +$93.1K +443 +4%
86 87
88
89 90