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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 %
GWP
2926
Gateway Wealth Partners
Wisconsin
$1.07M -$39K -185 -4%
CCAM
2927
Cascades Capital Asset Management
North Carolina
$1.07M +$1.07M +5,089 New
NED
2928
Nancy E. Dempze
$1.07M – – –
SPL
2929
Smart Portfolios LLC
Washington
$1.07M -$14.8K -70 -1%
LRIA
2930
Leonard Rickey Investment Advisors
Washington
$1.07M -$35.4K -168 -3%
VAMG
2931
Voisard Asset Management Group
Michigan
$1.07M +$36.5K +173 +4%
AWM
2932
Activest Wealth Management
Florida
$1.07M +$126K +597 +13%
RG
2933
Renaissance Group
Kentucky
$1.07M -$45.5K -216 -4%
CAGAS
2934
Capital Advisory Group Advisory Services
Minnesota
$1.06M +$38.2K +181 +4%
TW
2935
Traveka Wealth
California
$1.06M +$53.1K +252 +5%
AWM
2936
Avaii Wealth Management
Wisconsin
$1.06M -$115K -546 -10%
CAM
2937
Campion Asset Management
Virginia
$1.06M -$18.8K -89 -2%
WH
2938
Willner & Heller
California
$1.06M -$50.8K -241 -5%
OLVIG
2939
Oliver Lagore Vanvalin Investment Group
Michigan
$1.06M -$14.5K -69 -1%
KIG
2940
Kennedy Investment Group
New Jersey
$1.06M +$8.01K +38 +0.8%
PA
2941
Probity Advisors
Texas
$1.06M -$71.9K -341 -6%
GA
2942
Greenhaven Associates
New York
$1.05M -$527K -2,500 -33%
JC
2943
JBF Capital
Colorado
$1.05M – – –
FPGK
2944
Financial Partners Group (Kansas)
Kansas
$1.05M -$4.01K -19 -0.4%
BAG
2945
Bridgewealth Advisory Group
California
$1.05M +$272K +1,290 +35%
NFG
2946
Nadler Financial Group
Illinois
$1.05M -$3.8K -18 -0.4%
WAM
2947
Wallington Asset Management
Indiana
$1.05M +$314K +1,489 +43%
TA
2948
Tectonic Advisors
Texas
$1.05M -$140K -663 -12%
VFPW
2949
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.05M +$216K +1,023 +26%
Harris Associates
2950
Harris Associates
Illinois
$1.05M -$2.95K -14 -0.3%
116 117
118
119 120