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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 %
GOCP
3026
Great Oak Capital Partners
Massachusetts
$944K – – –
MFG
3027
Mainsail Financial Group
Washington
$942K -$106K -498 -10%
WA
3028
Westfuller Advisors
New York
$941K +$941K +4,462 New
ECM
3029
Elgethun Capital Management
South Dakota
$940K +$422 +2 +0%
BCM
3030
Brown Capital Management
Maryland
$939K -$4.01K -19 -0.4%
CCP
3031
Cassia Capital Partners
North Carolina
$939K -$70.6K -335 -7%
TFCP
3032
Twin Focus Capital Partners
Massachusetts
$939K – – –
HAS
3033
HBW Advisory Services
California
$939K +$20.5K +97 +2%
DEM
3034
Disciplined Equity Management
Florida
$937K -$88.6K -420 -9%
FC
3035
FCA Corp
Texas
$934K -$6.54K -31 -0.7%
EWA
3036
ERTS Wealth Advisors
Michigan
$933K -$37.3K -177 -4%
TA
3037
TPG Advisors
Illinois
$932K +$843 +4 +0.1%
HIS
3038
Harvest Investment Services
Illinois
$931K +$36.9K +175 +4%
RIS
3039
Retirement Income Solutions
Michigan
$928K – – –
DWG
3040
Darden Wealth Group
Michigan
$926K +$2.11K +10 +0.2%
WCM
3041
Wedge Capital Management
North Carolina
$924K +$12.9K +61 +1%
BP
3042
BWM Planning
Texas
$924K +$924K +4,384 New
CFLC
3043
California First Leasing Corp
California
$924K – – –
SIGI
3044
Susquehanna International Group (Ireland)
Ireland
$923K +$923K +4,376 New
WA
3045
Wealthstream Advisors
New York
$922K -$10.5K -50 -1%
M1FG
3046
Mach-1 Financial Group
Arkansas
$921K +$102K +485 +12%
RPCONE
3047
Retirement Planning Company of New England
Rhode Island
$917K +$18.1K +86 +2%
SXL
3048
Summit X LLC
Missouri
$915K -$292K -1,442 -24%
CFAM
3049
Center For Asset Management
Florida
$913K +$6.96K +33 +0.8%
PHIC
3050
Pine Haven Investment Counsel
Massachusetts
$912K -$6.33K -30 -0.7%
120 121
122
123 124