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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 %
EA
2551
Ellsworth Advisors
Ohio
$1.74M +$191K +904 +12%
HI
2552
Hendershot Investments
Virginia
$1.74M +$76.3K +362 +5%
WMA
2553
Wealth Management Associates
New Jersey
$1.74M -$37.7K -179 -2%
WAG
2554
Windsor Advisory Group
Ohio
$1.73M +$1.73M +8,227 New
FIM
2555
Freedom Investment Management
Connecticut
$1.73M +$117K +557 +7%
CAM
2556
CPA Asset Management
Florida
$1.73M – – –
Members Trust
2557
Members Trust
Florida
$1.73M +$8.65K +41 +0.5%
MCM
2558
Mainstream Capital Management
California
$1.73M +$1.73M +8,202 New
MFG
2559
Monte Financial Group
Connecticut
$1.73M – – –
OWA
2560
One Wealth Advisors
California
$1.72M +$1.48K +7 +0.1%
CCA
2561
Childress Capital Advisors
Texas
$1.72M -$4.85K -23 -0.3%
FCG
2562
Fielder Capital Group
Tennessee
$1.71M +$102K +485 +6%
KA
2563
Kozak & Associates
Colorado
$1.71M +$51.2K +229 +3%
IA
2564
IFG Advisors
Missouri
$1.7M +$56.1K +266 +3%
CPC
2565
Cookson Peirce & Co
Pennsylvania
$1.7M +$35.4K +168 +2%
GA
2566
Geller Advisors
New York
$1.7M +$21.1K +100 +1%
AFG
2567
ABLE Financial Group
Arizona
$1.69M +$2.11K +10 +0.1%
MMM
2568
Mendel Money Management
Illinois
$1.69M -$122K -579 -7%
MSCM
2569
McElhenny Sheffield Capital Management
Texas
$1.69M -$23.8K -113 -1%
GCM
2570
GoodHaven Capital Management
New Jersey
$1.69M – – –
PWP
2571
Pursue Wealth Partners
California
$1.68M – – –
JWA
2572
JFS Wealth Advisors
Pennsylvania
$1.68M +$582K +2,762 +53%
TFP
2573
Tilia Fiduciary Partners
North Carolina
$1.68M +$18.6K +88 +1%
KWM
2574
Kolinsky Wealth Management
New Jersey
$1.68M +$6.33K +30 +0.4%
PG
2575
Proffitt & Goodson
Tennessee
$1.68M -$23K -109 -1%
101 102
103
104 105