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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 %
FNC
3076
First National Corp
Massachusetts
$884K -$48.1K -228 -5%
NFP
3077
Narus Financial Partners
Utah
$882K -$221K -1,046 -20%
HFM
3078
Harvest Fund Management
China
$880K -$553K -2,624 -39%
JF
3079
Jump Financial
Illinois
$880K -$3.07M -14,547 -78%
AT
3080
Avalon Trust
New Mexico
$880K -$45.3K -215 -5%
VEA
3081
Virtus ETF Advisers
New York
$880K +$880K +4,172 New
SAM
3082
S.A. Mason
Michigan
$879K +$2.95K +14 +0.3%
WPW
3083
Watershed Private Wealth
Illinois
$877K -$21.1K -100 -2%
LC
3084
Landaas & Company
Wisconsin
$876K +$422K +2,000 +93%
GF
3085
GGM Financials
Ohio
$876K -$1.48K -7 -0.2%
1WM
3086
1858 Wealth Management
Ohio
$874K +$105K +499 +14%
USWIA
3087
UP Strategic Wealth Investment Advisors
Pennsylvania
$874K +$126K +599 +17%
BOM
3088
Bank of Marin
California
$873K -$21.1K -100 -2%
SC
3089
Summa Corp
Texas
$871K +$211 +1 +0%
CWG
3090
Crown Wealth Group
North Carolina
$871K -$40.9K -194 -4%
AGA
3091
Arkos Global Advisors
Texas
$871K -$16.4K -78 -2%
CGH
3092
CMG Global Holdings
Texas
$868K -$4.64K -22 -0.5%
CWA
3093
CJM Wealth Advisers
Virginia
$867K +$422 +2 +0%
WWM
3094
Wagner Wealth Management
South Carolina
$867K -$64.7K -307 -7%
IAG
3095
Investmark Advisory Group
Connecticut
$865K +$8.22K +39 +1%
CIS
3096
Custom Index Systems
New York
$864K -$21.3K -101 -2%
AAG
3097
Armstrong Advisory Group
Massachusetts
$863K -$5.48K -26 -0.6%
KWM
3098
Kaydan Wealth Management
Michigan
$861K – – –
SGWM
3099
Sterling Group Wealth Management
California
$860K +$21.5K +102 +3%
WSWA
3100
Warren Street Wealth Advisors
California
$860K -$4.01K -19 -0.5%
122 123
124
125 126