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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 %
FCFC
2326
First Citizens Financial Corp
Iowa
$2.21M -$14.8K -70 -0.7%
NMG
2327
New Millennium Group
Utah
$2.21M -$340K -1,614 -13%
GMFG
2328
Greater Midwest Financial Group
Minnesota
$2.21M +$10.8K +51 +0.5%
ICM
2329
IMS Capital Management
Oregon
$2.2M – – –
ACL
2330
Applied Capital LLC
Florida
$2.2M -$17.9K -85 -0.8%
WA
2331
Wealth Architects
California
$2.19M -$3.16K -15 -0.1%
SWK
2332
Stephen W. Kidder
$2.19M -$172K -815 -7%
CC
2333
Callan Capital
California
$2.19M +$237K +1,125 +12%
ECP
2334
Epacria Capital Partners
Colorado
$2.19M – – –
SRA
2335
Secured Retirement Advisors
Minnesota
$2.19M +$61.1K +290 +3%
FFO
2336
Fortitude Family Office
Arizona
$2.19M +$629K +2,981 +40%
CAL
2337
Capital Advisors Ltd
Ohio
$2.19M +$15K +71 +0.7%
PCM
2338
Pointe Capital Management
Michigan
$2.19M -$479K -2,274 -18%
MIM
2339
Morningstar Investment Management
Illinois
$2.19M -$1.35M -6,075 -38%
GWCM
2340
Godshalk Welsh Capital Management
Pennsylvania
$2.18M -$42.2K -200 -2%
CUAMC
2341
China Universal Asset Management Company
China
$2.18M +$1.24M +5,870 +132%
AFM
2342
Armstrong Fleming & Moore
District of Columbia
$2.18M +$422 +2 +0%
MPCG
2343
Matrix Private Capital Group
New York
$2.17M – – –
MAM
2344
MWA Asset Management
Massachusetts
$2.16M +$55.7K +264 +3%
WCM Investment Management
2345
WCM Investment Management
California
$2.16M +$1.65M +7,842 +325%
BIA
2346
BHK Investment Advisors
Alabama
$2.16M -$59.9K -284 -3%
TRIA
2347
Trail Ridge Investment Advisors
Colorado
$2.16M -$2.23K -10 -0.1%
Capstone Investment Advisors
2348
Capstone Investment Advisors
New York
$2.16M +$1.12M +5,297 +107%
STAS
2349
Strong Tower Advisory Services
Minnesota
$2.15M +$297K +1,409 +16%
NWAG
2350
Net Worth Advisory Group
Utah
$2.15M +$2.15M +10,193 New
92 93
94
95 96