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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 %
SWM
2776
Shakespeare Wealth Management
Wisconsin
$1.29M -$18.8K -89 -1%
PFG
2777
Prosperity Financial Group
California
$1.29M +$75.7K +359 +6%
KCM
2778
Kathmere Capital Management
Pennsylvania
$1.29M +$47.4K +225 +4%
SL
2779
Sentry LLC
Tennessee
$1.29M -$7.38K -35 -0.6%
GS
2780
GTS Securities
New York
$1.29M -$4.34M -20,581 -77%
PFA
2781
Pathway Financial Advisors
Vermont
$1.28M -$114K -540 -8%
PAG
2782
Powers Advisory Group
Illinois
$1.28M -$2.74K -13 -0.2%
SFM
2783
Systematic Financial Management
New Jersey
$1.28M – – –
BRG
2784
Bay Rivers Group
Virginia
$1.28M -$46K -218 -3%
IHL
2785
Investment House LLC
California
$1.27M -$31.6K -150 -2%
SFB
2786
STAR Financial Bank
Indiana
$1.27M -$219K -1,039 -15%
CPA
2787
Capital Planning Advisors
California
$1.27M +$45.5K +216 +4%
CHA
2788
Carmichael Hill & Associates
Maryland
$1.27M +$11K +52 +0.9%
CF
2789
Copperwynd Financial
Arizona
$1.27M +$114K +542 +10%
MFG
2790
Menard Financial Group
Texas
$1.26M -$6.75K -32 -0.5%
MWM
2791
McNaughton Wealth Management
California
$1.26M -$3.16K -15 -0.3%
EWS
2792
Evergreen Wealth Solutions
Pennsylvania
$1.26M -$314K -1,490 -20%
NC
2793
Napatree Capital
Rhode Island
$1.26M +$65.4K +310 +5%
CA
2794
Crumly & Associates
Illinois
$1.26M +$27.6K +131 +2%
AFT
2795
Alpha Family Trust
California
$1.25M – – –
UFF
2796
USA Financial Formulas
Michigan
$1.25M +$213K +1,008 +20%
DIM
2797
Delta Investment Management
California
$1.25M +$10.3K +49 +0.8%
NPFS
2798
Novak & Powell Financial Services
Florida
$1.25M -$131K -620 -9%
ACM
2799
Ardent Capital Management
Ohio
$1.25M -$12.9K -61 -1%
DOA
2800
D'Orazio & Associates
Virginia
$1.24M +$52.9K +251 +4%
110 111
112
113 114