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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 %
LAI
2826
Legal Advantage Investments
California
$1.2M – – –
SI
2827
Seeds Investor
New York
$1.2M +$390K +1,852 +48%
BSG
2828
Black Swift Group
Colorado
$1.2M +$348K +1,650 +41%
SFG
2829
Sunburst Financial Group
Alabama
$1.2M +$9.49K +45 +0.8%
CG
2830
Clifford Group
Massachusetts
$1.2M -$16.9K -80 -1%
BC
2831
BIT Capital
Germany
$1.2M +$336K +1,592 +39%
S
2832
Sachetta
Massachusetts
$1.2M +$33.5K +159 +3%
RCA
2833
Roberts Capital Advisors
Colorado
$1.2M – – –
DA
2834
Drake & Associates
Wisconsin
$1.19M +$84.8K +402 +8%
ES
2835
Eagle Strategies
New York
$1.19M +$14.1K +67 +1%
HWP
2836
Hibernia Wealth Partners
Louisiana
$1.19M +$680K +3,227 +133%
BWA
2837
Brave Warrior Advisors
New York
$1.19M – – –
PIMG
2838
Patriot Investment Management Group
Tennessee
$1.19M +$2.74K +13 +0.2%
SWP
2839
Summit Wealth Partners
Florida
$1.19M +$62.6K +297 +6%
PCS
2840
Private Client Services
Kentucky
$1.18M +$42.8K +203 +4%
FC
2841
Financial Council
Maryland
$1.18M -$60.9K -289 -5%
SFG
2842
Sovereign Financial Group
Connecticut
$1.18M +$24.7K +117 +2%
MWP
2843
Moller Wealth Partners
$1.18M – – –
OW
2844
Olistico Wealth
Oklahoma
$1.18M -$167K -792 -12%
TC
2845
Trust Company
Kansas
$1.17M -$490K -2,322 -29%
CA
2846
Centerpoint Advisors
Massachusetts
$1.17M -$213K -1,012 -15%
OFS
2847
OMC Financial Services
New York
$1.17M – – –
AFO
2848
Allie Family Office
Florida
$1.17M – – –
CPA
2849
Cardiff Park Advisors
California
$1.17M -$14.6K -69 -1%
TFA
2850
Tranquilli Financial Advisor
New Jersey
$1.16M +$8.65K +41 +0.7%
112 113
114
115 116