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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 %
CWC
2801
Carolinas Wealth Consulting
North Carolina
$1.24M +$17.1K +81 +1%
SPWG
2802
Syntegra Private Wealth Group
Missouri
$1.24M +$25.3K +120 +2%
FDDB
2803
Fidelity D&D Bancorp
Pennsylvania
$1.24M -$77.8K -369 -6%
WIM
2804
Westside Investment Management
California
$1.24M -$12.6K -60 -1%
BA
2805
Bluesphere Advisors
Pennsylvania
$1.24M +$843 +4 +0.1%
FFA
2806
Fi3 Financial Advisors
Indiana
$1.24M +$22.4K +106 +2%
DIP
2807
Davis Investment Partners
North Carolina
$1.23M -$41.5K -200 -3%
GAM
2808
Gould Asset Management
California
$1.23M -$79.1K -375 -6%
DWM
2809
Dechtman Wealth Management
Colorado
$1.23M +$27K +128 +2%
SMWM
2810
Silvia McColl Wealth Management
California
$1.23M -$31.6K -150 -3%
OFW
2811
Omnia Family Wealth
Florida
$1.23M +$74.4K +353 +6%
BPFA
2812
Barnes Pettey Financial Advisors
Mississippi
$1.23M -$16.9K -80 -1%
GPWA
2813
Great Point Wealth Advisors
Massachusetts
$1.23M +$25.7K +122 +2%
GHA
2814
Granite Harbor Advisors
Texas
$1.22M +$40.5K +192 +3%
PAA
2815
Peregrine Asset Advisers
Oregon
$1.22M – – –
WA
2816
WealthTrust Axiom
Pennsylvania
$1.22M +$211 +1 +0%
EW
2817
Element Wealth
Mississippi
$1.22M -$76.1K -361 -6%
CastleKeep Investment Advisors
2818
CastleKeep Investment Advisors
Connecticut
$1.22M -$75.1K -356 -6%
CFG
2819
Carr Financial Group
Massachusetts
$1.21M -$4.43K -21 -0.4%
SCA
2820
St. Clair Advisors
Ohio
$1.21M -$21.1K -100 -2%
CGFA
2821
Colton Groome Financial Advisors
North Carolina
$1.21M -$46.8K -222 -4%
HWM
2822
Hohimer Wealth Management
Washington
$1.21M +$54.4K +258 +5%
CIG
2823
Cascade Investment Group
Colorado
$1.21M +$4.43K +21 +0.4%
SWM
2824
Sendero Wealth Management
Texas
$1.21M – – –
BCM
2825
BluePath Capital Management
Georgia
$1.2M -$771K -3,657 -39%
111 112
113
114 115