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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 %
WFA
3051
Wellspring Financial Advisors
Ohio
$912K +$137K +650 +18%
TA
3052
TCM Advisors
West Virginia
$912K -$870K – –
CSWG
3053
Cardinal Strategic Wealth Guidance
Kentucky
$912K – – –
TF
3054
Trek Financial
Arizona
$911K -$111K -526 -11%
HWA
3055
Hillcrest Wealth Advisors
New Jersey
$909K – – –
BDA
3056
Borer Denton & Associates
Pennsylvania
$908K – – –
IRC
3057
Investors Research Corp
Georgia
$907K -$275K -1,305 -23%
DIA
3058
Davidson Investment Advisors
Montana
$907K +$21.1K +100 +2%
HAM
3059
Hedges Asset Management
Nevada
$907K -$169K -800 -16%
RGC
3060
Roberts, Glore & Co
Illinois
$907K -$8.65K -41 -0.9%
HWM
3061
Hassell Wealth Management
Louisiana
$906K +$16.2K +73 +2%
CCA
3062
Carrera Capital Advisors
Michigan
$906K +$85.6K +406 +10%
EWM
3063
Elevatus Welath Management
New York
$903K +$469K +2,226 +108%
CWP
3064
Curated Wealth Partners
California
$903K +$20.5K +97 +2%
NCM
3065
Next Capital Management
New York
$902K -$2.24M -10,640 -71%
CP
3066
Castleview Partners
Texas
$902K +$47.7K +226 +6%
FSC
3067
Full Sail Capital
Oklahoma
$901K -$207K -981 -19%
ML
3068
McAdam LLC
Pennsylvania
$898K +$67.5K +320 +8%
NVIM
3069
New Vernon Investment Management
Illinois
$897K – – –
CFO
3070
Collective Family Office
Pennsylvania
$894K -$95.1K -451 -10%
RHDIC
3071
R.H. Dinel Investment Counsel
California
$889K – – –
KHCM
3072
Kirtland Hills Capital Management
Ohio
$888K -$121K -576 -12%
BFAG
3073
Blackston Financial Advisory Group
Florida
$887K -$186K -880 -17%
GSIAS
3074
Garden State Investment Advisory Services
New Jersey
$887K +$20.3K +96 +2%
EI
3075
Ellevest Inc
New York
$884K +$7.17K +34 +0.8%
121 122
123
124 125