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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 %
EWA
2976
Evolution Wealth Advisors
Florida
$1.02M -$112K -530 -10%
SNBOSCI
2977
Security National Bank of Sioux City Iowa
Iowa
$1.02M +$540K +2,560 +113%
CWA
2978
CM Wealth Advisors
Ohio
$1.01M +$472K +2,237 +87%
LAM
2979
LifePro Asset Management
California
$1.01M -$314K -1,488 -24%
JCM
2980
Jacobsen Capital Management
Utah
$1.01M +$42.4K +201 +4%
RWI
2981
Red Wave Investments
Pennsylvania
$1.01M +$1.9K +9 +0.2%
EA
2982
Enclave Advisors
Texas
$1.01M +$1.01M +4,767 New
FCM
2983
FJ Capital Management
Virginia
$1.01M +$1.01M +4,767 New
WRPWM
2984
Werba Rubin Papier Wealth Management
California
$1M +$79.3K +376 +9%
RCM
2985
Requisite Capital Management
Texas
$999K +$62K +294 +7%
LSIA
2986
LaSalle St. Investment Advisors
Illinois
$998K +$500K +2,374 +101%
CCA
2987
Clearwater Capital Advisors
Illinois
$997K +$485K +2,301 +95%
AHL
2988
Abel Hall LLC
Louisiana
$993K -$9.91K -47 -1%
IA
2989
Insight Advisors
Pennsylvania
$991K -$4.22K -20 -0.4%
FP
2990
Fiduciary Planning
Florida
$990K +$12K +57 +1%
MWM
2991
MinichMacGregor Wealth Management
New York
$989K – – –
MCC
2992
Maiden Cove Capital
Maine
$988K +$444K +2,105 +82%
LGG
2993
Luts & Greenleigh Group
Maryland
$988K +$30.2K +143 +3%
KBFS
2994
Kohmann Bosshard Financial Services
Ohio
$986K +$47.7K +226 +5%
TCM
2995
Tang Capital Management
California
$985K +$603K +2,862 +158%
SAA
2996
Southeast Asset Advisors
Georgia
$985K -$1.69K -8 -0.2%
GAA
2997
Guardian Asset Advisors
Pennsylvania
$984K +$284K +1,344 +41%
TC
2998
Truvestments Capital
Florida
$983K +$502K +2,380 +104%
WAM
2999
WNY Asset Management
New York
$983K +$29.1K +138 +3%
TIM
3000
Tevis Investment Management
Texas
$980K +$20.2K +96 +2%
118 119
120
121 122