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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 %
TA
2301
TKG Advisors
Indiana
$2.26M +$1.11M +5,280 +97%
FF
2302
Farrow Financial
Vermont
$2.26M -$44.3K -210 -2%
CA
2303
Carson Advisory
Georgia
$2.26M -$53.1K -252 -2%
PCM
2304
Princeton Capital Management
New Jersey
$2.26M +$19.8K +94 +0.9%
CFO
2305
CVA Family Office
Colorado
$2.26M +$7.59K +36 +0.3%
FMP
2306
Financial Management Professionals
Texas
$2.26M +$6.75K +32 +0.3%
EGM
2307
Engineers Gate Manager
New York
$2.26M -$1.13M -5,368 -33%
VIP
2308
Vista Investment Partners
Oklahoma
$2.26M -$5.27K -25 -0.2%
SAMT
2309
Select Asset Management & Trust
Pennsylvania
$2.25M +$385K +1,825 +21%
AI
2310
Axecap Investments
Ohio
$2.25M +$2.25M +10,679 New
AIA
2311
Alera Investment Advisors
Illinois
$2.25M +$95.7K +454 +4%
KMWM
2312
Keudell/Morrison Wealth Management
Oregon
$2.24M -$12.7K -60 -0.6%
GC
2313
Gilbert & Cook
Iowa
$2.24M -$7.38K -35 -0.3%
MW
2314
MBL Wealth
North Carolina
$2.24M +$18.8K +89 +0.8%
HAM
2315
Harmony Asset Management
Arizona
$2.24M +$157K +746 +8%
HAIM
2316
Hunter Associates Investment Management
Pennsylvania
$2.24M -$78.8K -374 -3%
1IA
2317
1620 Investment Advisors
Massachusetts
$2.23M -$402K -1,908 -15%
BWP
2318
Balboa Wealth Partners
Arizona
$2.23M +$137K +648 +7%
IIM
2319
InTrack Investment Management
Vermont
$2.22M +$982K +4,655 +79%
TGAM
2320
TBH Global Asset Management
Tennessee
$2.22M +$44.9K +213 +2%
TWP
2321
Tempus Wealth Planning
California
$2.22M +$211K +999 +10%
HTHT
2322
Hemenway Trust Hemenway Trust
New Hampshire
$2.22M -$66.6K -316 -3%
KIG
2323
Kowal Investment Group
Wisconsin
$2.22M +$42.4K +201 +2%
PS
2324
Pensionfund Sabic
Netherlands
$2.21M +$949K +4,500 +75%
NME
2325
Notis-McConarty Edward
$2.21M -$96.8K -459 -4%
91 92
93
94 95