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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 %
OCM
2601
Objective Capital Management
Ohio
$1.62M +$1.62M +7,698 New
AWG
2602
Altus Wealth Group
Colorado
$1.62M +$141K +668 +10%
CC
2603
Commons Capital
Massachusetts
$1.62M +$6.12K +29 +0.4%
EFA
2604
Edge Financial Advisors
Illinois
$1.62M +$1.62M +7,690 New
GPI
2605
General Partner Inc
Pennsylvania
$1.62M – – –
YDMI
2606
Y.D. More Investments
Israel
$1.62M -$1.16M -5,493 -42%
PWP
2607
Phillips Wealth Planners
Mississippi
$1.62M -$41.4K -185 -2%
KSWWM
2608
Keyes Stange & Wooten Wealth Management
Florida
$1.62M -$14.3K -68 -0.9%
VC
2609
Veracity Capital
Georgia
$1.61M +$52.7K +250 +3%
TWM
2610
Thrive Wealth Management
Pennsylvania
$1.61M -$37.5K -178 -2%
BSSFA
2611
Baron Silver Stevens Financial Advisors
Florida
$1.61M – – –
LOIP
2612
Live Oak Investment Partners
Texas
$1.61M -$1.55M – –
DFS
2613
Dixon Fnancial Services
California
$1.6M – – –
SAM
2614
SignalPoint Asset Management
Missouri
$1.6M -$5.89K -28 -0.4%
FM
2615
Freemont Management
Switzerland
$1.6M – – –
AWM
2616
AllSquare Wealth Management
New York
$1.6M +$19K +90 +1%
BDF
2617
Black Diamond Financial
Maryland
$1.6M +$284K +1,349 +22%
OWA
2618
ORBA Wealth Advisors
Illinois
$1.6M -$15.4K -73 -1%
TC
2619
Trilogy Capital
California
$1.6M +$14.3K +68 +0.9%
HGERS
2620
Householder Group Estate & Retirement Specialist
Arizona
$1.59M -$317K -1,506 -17%
IF
2621
Intrua Financial
Texas
$1.59M -$205K -972 -11%
CMTU
2622
Capital Markets Trading (UK)
United Kingdom
$1.59M -$1.7M -8,071 -52%
LI
2623
LVZ Inc
Michigan
$1.59M +$285K +1,350 +22%
AF
2624
Affiance Financial
Minnesota
$1.58M +$14.1K +67 +0.9%
MWP
2625
Madison Wealth Partners
Wisconsin
$1.58M -$68.7K -326 -4%
103 104
105
106 107