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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 %
VWM
2226
Vivid Wealth Management
Iowa
$2.47M -$46.8K -222 -2%
PEA
2227
Park Edge Advisors
Ohio
$2.47M +$77.6K +368 +3%
LCAM
2228
London & Capital Asset Management
United Kingdom
$2.46M +$2.46M +11,668 New
CCWM
2229
Correct Capital Wealth Management
Missouri
$2.46M +$256K +1,213 +12%
DFCM
2230
Dark Forest Capital Management
Puerto Rico
$2.45M +$1.64M +7,763 +201%
FPCP
2231
Fort Point Capital Partners
California
$2.45M +$132K +625 +6%
BSAM
2232
Blue Square Asset Management
New York
$2.44M +$48.9K +232 +2%
MCM
2233
Morton Capital Management
California
$2.44M +$414K +1,963 +20%
FFC
2234
First Financial Corp
Indiana
$2.43M -$118K -560 -5%
AIS
2235
American Investment Services
Massachusetts
$2.43M +$62K +294 +3%
WDC
2236
Woodward Diversified Capital
California
$2.43M -$20.2K -96 -0.8%
BCM
2237
Brasada Capital Management
Texas
$2.43M +$2.43M +11,726 New
D
2238
Diversified
Delaware
$2.43M +$24.7K +117 +1%
DE
2239
Diversified Enterprises
Delaware
$2.43M +$2.43M +11,514 New
FCB
2240
First County Bank
Connecticut
$2.43M -$16.4K -78 -0.7%
PFWA
2241
Paces Ferry Wealth Advisors
Georgia
$2.42M -$13.5K -64 -0.6%
AA
2242
Auxano Advisors
Washington
$2.42M +$12K +57 +0.5%
PL
2243
Perpetual Ltd
Australia
$2.42M +$72.1K +342 +3%
MA
2244
MBA Advisors
Pennsylvania
$2.42M -$32.1K -152 -1%
BIA
2245
Bigelow Investment Advisors
Maine
$2.41M +$4.85K +23 +0.2%
BAM
2246
BOS Asset Management
Illinois
$2.41M +$239K +1,135 +11%
SLG
2247
Stanley-Laman Group
Pennsylvania
$2.41M +$99.9K +474 +4%
WPA
2248
West Paces Advisors
Georgia
$2.4M +$115K +545 +5%
MCC
2249
Money Concepts Capital
Florida
$2.4M -$49.8K -236 -2%
WDL
2250
Well Done LLC
Michigan
$2.39M -$238K -1,127 -9%
88 89
90
91 92