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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 %
CNTOF
3001
Canandaigua National Trust of Florida
New York
$979K +$979K +4,644 New
MIM
3002
Merrion Investment Management
New Jersey
$979K – – –
OPTFSNA
3003
Old Point Trust & Financial Services N A
Virginia
$978K – – –
CCB
3004
Cutter & Co Brokerage
Missouri
$978K +$3.58K +17 +0.4%
EIA
3005
Eldridge Investment Advisors
New Hampshire
$976K – – –
TFF
3006
The Family Firm
Maryland
$975K +$2.53K +12 +0.3%
4WM
3007
49 Wealth Management
Texas
$970K +$268K +1,272 +38%
PP
3008
Patron Partners
Texas
$968K +$18.3K +87 +2%
PCA
3009
Prosperity Capital Advisors
Ohio
$966K +$79.1K +375 +9%
MC
3010
Matisse Capital
Oregon
$966K – – –
TFM
3011
TFC Financial Management
Massachusetts
$964K +$28.7K +136 +3%
WWM
3012
Waterway Wealth Management
Texas
$963K +$129K +611 +15%
SDAM
3013
Shulman DeMeo Asset Management
New York
$961K -$4.01K -19 -0.4%
PA
3014
PSI Advisors
Florida
$961K +$422 +2 +0%
CFA
3015
CWS Financial Advisors
Michigan
$958K +$211 +1 +0%
EFH
3016
Eaton Financial Holdings
Florida
$957K +$957K +4,539 New
GA
3017
Goldstein Advisors
Wisconsin
$955K +$73.8K +350 +8%
MM
3018
Meridian Management
Arkansas
$955K +$16.7K +79 +2%
HP
3019
Holistic Planning
Texas
$954K +$99.3K +471 +12%
PW
3020
Paladin Wealth
Minnesota
$951K +$951K +4,511 New
HSG
3021
Helen Stephens Group
Texas
$951K -$27.2K -129 -3%
CI
3022
Cavalier Investments
Georgia
$950K +$58.2K +276 +7%
APC
3023
Aspire Private Capital
North Carolina
$949K +$18.6K +88 +2%
LWM
3024
Liberty Wealth Management
California
$945K -$9.88M -46,892 -91%
MW
3025
Maia Wealth
Colorado
$944K +$24.3K +108 +3%
119 120
121
122 123