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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 %
NP
3126
Ninepoint Partners
Ontario, Canada
$826K +$721K +3,420 +685%
ACA
3127
Affinity Capital Advisors
California
$826K -$80.8K -383 -9%
AOI
3128
Auto-Owners Insurance
Michigan
$826K – – –
CIA
3129
Cape Investment Advisory
Georgia
$825K +$10.1K +48 +1%
VF
3130
Vawter Financial
Ohio
$822K +$73.8K +350 +10%
LA
3131
Lifeworks Advisors
Michigan
$821K +$24.7K +117 +3%
CWA
3132
Clearview Wealth Advisors
Oregon
$820K -$39.9K -189 -5%
EIM
3133
Essex Investment Management
Massachusetts
$819K -$5.48K -26 -0.7%
EI
3134
Ecofi Investissements
France
$819K -$8.53K -50 -1%
BFWM
3135
Bright Futures Wealth Management
New York
$816K +$11.7K +52 +1%
TFGT
3136
TS Financial Group (TSFG)
Illinois
$816K -$6.54K -31 -0.8%
WWM
3137
Whalen Wealth Management
Nevada
$815K -$32.9K -156 -4%
AMCA
3138
Arthur M. Cohen & Associates
Illinois
$814K – – –
HWM
3139
Howard Wealth Management
Connecticut
$813K +$3.37K +16 +0.4%
ODIJL
3140
One Day In July LLC
Vermont
$812K +$361K +1,712 +80%
GG
3141
GenWealth Group
New Jersey
$811K -$14.3K -68 -2%
MWP
3142
Meridian Wealth Partners
Pennsylvania
$810K -$115K -546 -12%
PSCM
3143
Per Stirling Capital Management
Texas
$810K +$80.8K +383 +11%
NRI
3144
NFP Retirement Inc
California
$809K -$220K -1,044 -21%
RWM
3145
Reston Wealth Management
Virginia
$806K +$26.8K +127 +3%
RA
3146
Ruggaard & Associates
Ohio
$805K – – –
MAG
3147
M3 Advisory Group
Massachusetts
$804K +$14.8K +70 +2%
LCM
3148
LCM Capital Management
Illinois
$804K – – –
SAM
3149
Synergy Asset Management
Washington
$802K -$4.1M -19,423 -84%
BFWA
3150
Benchmark Financial Wealth Advisors
Florida
$797K +$168K +798 +27%
124 125
126
127 128