JPM icon

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 %
EFL
2726
ERn Financial LLC
Wisconsin
$1.38M +$54.4K +258 +4%
PIAS
2727
PCA Investment Advisory Services
Ohio
$1.38M +$34.6K +164 +3%
KFS
2728
Keynote Financial Services
Connecticut
$1.38M – – –
WPA
2729
Winning Points Advisors
Florida
$1.38M +$1.38M +9,323 New
MWPCG
2730
Measured Wealth Private Client Group
New Hampshire
$1.37M +$74.9K +355 +6%
VCM
2731
Vivaldi Capital Management
Illinois
$1.37M +$75.9K +360 +6%
HCP
2732
Hexagon Capital Partners
Arkansas
$1.37M -$17.1K -81 -1%
TCOTS
2733
Trust Company of the South
North Carolina
$1.37M +$323K +1,534 +31%
SFS
2734
Symphony Financial Services
Ohio
$1.37M -$19.8K -94 -1%
CAM
2735
Costello Asset Management
Pennsylvania
$1.37M -$68.7K -326 -5%
TA
2736
TrueWealth Advisors
Alabama
$1.36M +$57.6K +273 +4%
KWS
2737
Keystone Wealth Services
California
$1.36M +$243K +1,154 +22%
FI
2738
Financial Insights
Washington
$1.36M -$1.17M -5,549 -46%
ATI
2739
ARK & TLK Investments
Oklahoma
$1.35M – – –
VCM
2740
Vision Capital Management
Oregon
$1.35M – – –
FCIM
2741
Fairview Capital Investment Management
California
$1.35M +$93.8K +445 +7%
HFA
2742
High Falls Advisors
New York
$1.35M +$58.4K +277 +5%
GF
2743
Gries Financial
Ohio
$1.35M +$558K +2,645 +71%
AGAM
2744
Audent Global Asset Management
California
$1.35M -$1.18M -5,579 -47%
FAFN
2745
First Affirmative Financial Network
Colorado
$1.35M +$714K +3,387 +113%
RPWA
2746
Regent Peak Wealth Advisors
Georgia
$1.34M +$16.7K +79 +1%
FC
2747
Fairscale Capital
New Hampshire
$1.34M -$44.9K -213 -3%
BA
2748
BCM Advisors
Louisiana
$1.34M +$1.06M +4,834 +382%
IAP
2749
Indie Asset Partners
Indiana
$1.34M +$422 +2 +0%
PJWM
2750
Philip James Wealth Mangement
Georgia
$1.34M +$1.08M +5,133 +423%
108 109
110
111 112