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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 %
PCP
2351
Proficio Capital Partners
Massachusetts
$2.15M -$834K -3,955 -28%
SRC
2352
Sage Rhino Capital
California
$2.15M +$3.59K +17 +0.2%
EWM
2353
Evergreen Wealth Management
Michigan
$2.14M -$278K -1,318 -11%
SVCP
2354
Silicon Valley Capital Partners
California
$2.14M +$95.5K +453 +5%
EWM
2355
Elmwood Wealth Management
California
$2.14M -$22.8K -108 -1%
LAIC
2356
Lederer & Associates Investment Counsel
California
$2.14M -$985K -4,671 -32%
CFS
2357
CRA Financial Services
New Jersey
$2.14M +$15.4K +73 +0.7%
EB
2358
Emprise Bank
Kansas
$2.14M -$145K -687 -6%
MTC
2359
Matrix Trust Company
Colorado
$2.14M -$4.43K -21 -0.2%
CG
2360
Corundum Group
Colorado
$2.14M -$709K -3,361 -25%
CBT
2361
CoreFirst Bank & Trust
Kansas
$2.14M -$43.2K -205 -2%
LCGC
2362
Legacy Capital Group California
California
$2.13M +$414K +1,964 +24%
PWM
2363
Prentice Wealth Management
New York
$2.13M -$90.9K -431 -4%
WFI
2364
West Family Investments
California
$2.13M +$162K +768 +8%
FNBOH
2365
First National Bank of Hutchinson
Kansas
$2.13M -$284K -1,349 -12%
PWM
2366
Pinnacle Wealth Management
California
$2.13M -$50.2K -238 -2%
CB
2367
Centennial Bank
Arkansas
$2.13M -$216K -1,025 -9%
BTWM
2368
Brass Tax Wealth Management
Ohio
$2.13M +$1.5M +7,122 +241%
FWM
2369
Focused Wealth Management
New York
$2.12M +$4.43K +21 +0.2%
CG
2370
CFO4Life Group
Texas
$2.12M +$24.9K +118 +1%
SL
2371
Sentinus LLC
Illinois
$2.12M +$91.7K +435 +5%
TSWM
2372
Tyler-Stone Wealth Management
Ohio
$2.12M +$1.29M +6,116 +155%
CCMIC
2373
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$2.12M -$32.6M -154,556 -94%
GTAM
2374
Global Trust Asset Management
Florida
$2.11M +$71.9K +341 +4%
MFC
2375
Morris Financial Concepts
South Carolina
$2.11M +$89.6K +425 +4%
93 94
95
96 97