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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 %
RWM
2526
Rezny Wealth Management
Florida
$1.8M +$1.3M +6,154 +259%
PPP
2527
Private Portfolio Partners
New Jersey
$1.79M +$30.2K +143 +2%
TT
2528
TI-Trust
Illinois
$1.79M – – –
MAM
2529
Milestone Asset Management
Pennsylvania
$1.79M +$130K +615 +8%
CAWM
2530
Capital Advisors Wealth Management
Washington
$1.79M +$428K +2,030 +31%
AWA
2531
Alta Wealth Advisors
Massachusetts
$1.79M +$143K +676 +9%
PL
2532
Plancorp LLC
Missouri
$1.79M +$45.1K +214 +3%
LWL
2533
Leo Wealth LLC
Texas
$1.78M -$219K -1,038 -11%
MHWM
2534
Montz Harcus Wealth Management
Louisiana
$1.78M -$6.12K -29 -0.3%
JWWM
2535
Johnson & White Wealth Management
Pennsylvania
$1.78M +$39.9K +189 +2%
OAM
2536
Ostrum Asset Management
France
$1.78M -$73K -346 -4%
SMA
2537
Seven Mile Advisory
New Jersey
$1.77M +$301K +1,429 +20%
HSA
2538
Hussman Strategic Advisors
Maryland
$1.77M – – –
KFSC
2539
Keystone Financial Services (Colorado)
Colorado
$1.77M +$82.9K +393 +5%
CWM
2540
Centric Wealth Management
Illinois
$1.77M -$28.7K -116 -2%
WIA
2541
Westbourne Investment Advisors
Maryland
$1.77M -$21.1K -100 -1%
BFG
2542
Bouchey Financial Group
New York
$1.76M +$23.4K +111 +1%
TSMHT
2543
Thurston Springer Miller Herd & Titak
Indiana
$1.76M +$288K +1,366 +20%
FVWA
2544
Foster Victor Wealth Advisors
South Carolina
$1.76M +$2.99K +14 +0.2%
TFA
2545
Transamerica Financial Advisors
Florida
$1.76M -$691K -3,278 -28%
WLPWM
2546
Walled Lake Planning & Wealth Management
Illinois
$1.76M +$727K +3,449 +71%
Financial Engines Advisors
2547
Financial Engines Advisors
California
$1.76M +$6.33K +30 +0.4%
LA
2548
LexAurum Advisors
Kansas
$1.75M +$7.59K +36 +0.4%
CIM
2549
Caldwell Investment Management
Ontario, Canada
$1.75M – – –
T. Rowe Price Investment Management
2550
T. Rowe Price Investment Management
Maryland
$1.75M +$294K +1,394 +20%
100 101
102
103 104