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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 %
WA1
3101
Wimmer Associates 1
California
$859K – – –
HKAM
3102
Horizon Kinetics Asset Management
New York
$858K – – –
IC
3103
Iconiq Capital
California
$857K +$360K +1,706 +72%
FFM
3104
Flagstone Financial Management
Nebraska
$855K +$201K +951 +31%
TFG
3105
Taylor Financial Group
Virginia
$852K – – –
QPW
3106
Quantum Private Wealth
Florida
$850K -$7.8K -37 -0.9%
MC
3107
McCarthy & Cox
Ohio
$848K +$472K +2,237 +125%
SF
3108
Safeguard Financial
Wisconsin
$848K +$127K +600 +18%
HWP
3109
Heritage Wealth Partners
Ohio
$847K -$318K -1,510 -27%
ONST
3110
Old North State Trust
North Carolina
$847K +$24.7K +117 +3%
IWA
3111
IVC Wealth Advisors
Pennsylvania
$846K +$16.4K +78 +2%
WPW
3112
Warther Private Wealth
Ohio
$846K -$335K -1,589 -28%
LK
3113
Lumbard & Kellner
New Hampshire
$844K +$844K +4,004 New
WDA
3114
Wendell David Associates
New Hampshire
$844K -$110K -522 -12%
GCP
3115
GSA Capital Partners
United Kingdom
$842K +$842K +3,994 New
WAM
3116
WealthTrust Asset Management
Florida
$841K +$43.6K +207 +5%
VF
3117
Virtu Financial
New York
$841K -$348K -1,650 -29%
HG
3118
Harbor Group
New Hampshire
$841K – – –
RIM
3119
Redwood Investment Management
Arizona
$837K +$428K +2,030 +105%
MJRIC
3120
Mogy Joel R Investment Counsel
California
$836K -$105K -500 -11%
IIM
3121
Ironwood Investment Management
Massachusetts
$834K – – –
TSS
3122
Thomas Story & Son
Indiana
$831K – – –
LL
3123
LWMG LLC
Minnesota
$831K -$9.49K -45 -1%
SW
3124
SMART Wealth
Nebraska
$830K +$524K +2,486 +171%
DAM
3125
Doheny Asset Management
California
$828K -$206K -979 -20%
123 124
125
126 127