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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 %
V
2851
ViaWealth
Kansas
$1.16M -$98.7K -468 -8%
SFP
2852
Sandbox Financial Partners
Maryland
$1.16M -$11.4K -54 -1%
SC
2853
Steph & Co
Wisconsin
$1.16M +$16.7K +79 +1%
ABLA
2854
Alan B. Lancz & Associates
Ohio
$1.16M +$211K +1,000 +22%
CA
2855
Cambridge Advisors
Nebraska
$1.16M +$6.96K +33 +0.6%
MFGM
2856
Marshall Financial Group (Maryland)
Maryland
$1.16M +$646K +3,062 +125%
HWMG
2857
Hurlow Wealth Management Group
Indiana
$1.16M – – –
LAS
2858
LWM Advisory Services
Florida
$1.16M +$224K +1,062 +24%
OLA
2859
Oliver Luxxe Assets
New Jersey
$1.16M -$11K -52 -0.9%
LPAM
2860
Lodestar Private Asset Management
California
$1.16M -$9.91K -47 -0.8%
Wolverine Trading
2861
Wolverine Trading
Illinois
$1.16M +$59.8K +284 +5%
FCM
2862
Firestone Capital Management
Florida
$1.16M -$4.85K -23 -0.4%
CFA
2863
Cahill Financial Advisors
Minnesota
$1.16M +$119K +565 +11%
NFSG
2864
Newbridge Financial Services Group
Florida
$1.16M +$366K +1,735 +46%
CSI
2865
Cross Staff Investments
New York
$1.15M +$6.96K +33 +0.6%
HWM
2866
Horizon Wealth Management
Illinois
$1.15M +$132K +628 +13%
EFA
2867
Evernest Financial Advisors
Indiana
$1.15M +$6.75K +32 +0.6%
HFS
2868
Howard Financial Services
Texas
$1.15M -$2.95K -14 -0.3%
RB
2869
Renasant Bank
Mississippi
$1.15M +$19.6K +93 +2%
FGI
2870
Foresight Global Investors
New York
$1.15M -$554K -2,625 -33%
MHR
2871
Matthew Hamilton Rosenberg
$1.15M +$32K +152 +3%
SPWG
2872
Sage Private Wealth Group
Illinois
$1.15M +$26.1K +124 +2%
BWA
2873
Burt Wealth Advisors
Maryland
$1.14M -$12.2K -58 -1%
EAM
2874
Evanson Asset Management
California
$1.14M -$352K -1,667 -23%
PWAC
2875
Private Wealth Advisors (California)
California
$1.14M -$2.69K -13 -0.2%
113 114
115
116 117