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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 %
HFA
2676
Highland Financial Advisors
New Jersey
$1.47M -$14.5K -69 -1%
SCA
2677
Sippican Capital Advisors
Massachusetts
$1.47M -$843 -4 -0.1%
MFWP
2678
Mosaic Family Wealth Partners
Missouri
$1.47M +$14.1K +67 +1%
CPM
2679
Connective Portfolio Management
New York
$1.47M +$145K +1,000 +11%
AIM
2680
ARGA Investment Management
Connecticut
$1.47M – – –
TVAMP
2681
Tennessee Valley Asset Management Partners
Tennessee
$1.46M -$3.81K -18 -0.3%
WCA
2682
Waypoint Capital Advisors
Minnesota
$1.46M +$24.5K +116 +2%
CS
2683
Capital Square
Tennessee
$1.46M -$223K -1,057 -13%
AGA
2684
Accuvest Global Advisors
Utah
$1.46M +$1.46M +6,914 New
BWM
2685
Birchcreek Wealth Management
Ohio
$1.46M -$34.6K -164 -2%
NJIM
2686
Nabity-Jensen Investment Management
Nebraska
$1.46M -$24K -114 -2%
HWA
2687
Heartwood Wealth Advisors
Virginia
$1.46M -$30.6K -145 -2%
OWG
2688
Oxford Wealth Group
Florida
$1.45M -$429K -2,035 -23%
SCP
2689
Sivia Capital Partners
California
$1.45M +$40.9K +194 +3%
RFG
2690
RFP Financial Group
Georgia
$1.45M -$114K -540 -7%
FFA
2691
Frazier Financial Advisors
Ohio
$1.45M -$49.1K -233 -3%
SDWMA
2692
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.45M +$129K +610 +10%
DM
2693
Delphi Management
Massachusetts
$1.45M -$448K -2,124 -24%
RPGK
2694
Retirement Planning Group (Kansas)
Kansas
$1.44M +$262K +1,242 +22%
SW
2695
Solidarity Wealth
Utah
$1.44M -$1.1M -5,194 -43%
WAG
2696
Wiser Advisor Group
Arizona
$1.44M -$20.2K -96 -1%
PVM
2697
Palogic Value Management
Texas
$1.44M – – –
MIC
2698
Meridian Investment Counsel
California
$1.43M – – –
WC
2699
Winmill & Co
New York
$1.43M – – –
VCM
2700
Viewpoint Capital Management
Washington
$1.43M – – –
106 107
108
109 110