JPM icon

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 %
THL
3151
Tillman Hartley LLC
Colorado
$797K – – –
BWA
3152
BlueSky Wealth Advisors
North Carolina
$795K -$120K -568 -13%
MWM
3153
Maltin Wealth Management
New Jersey
$794K +$3.37K +16 +0.4%
GAA
3154
Global Assets Advisory
Florida
$794K +$794K +3,837 New
SNBOSD
3155
Security National Bank of So Dak
Iowa
$793K -$52.7K -250 -6%
HC
3156
Hourglass Capital
Texas
$788K – – –
TWM
3157
TCFG Wealth Management
California
$787K +$787K +3,734 New
ACM
3158
Advance Capital Management
Michigan
$787K +$54.2K +257 +7%
PGA
3159
Portland Global Advisors
Maine
$785K – – –
OWM
3160
OneAscent Wealth Management
Alabama
$785K +$73K +346 +10%
TIM
3161
Total Investment Management
Arizona
$784K -$23.4K -111 -3%
STA
3162
Smith Thornton Advisors
Alabama
$783K +$163K +775 +26%
OAM
3163
Oberweis Asset Management
Illinois
$782K -$20.7K -98 -3%
RW
3164
Rede Wealth
Virginia
$782K +$2.95K +14 +0.4%
DWA
3165
Dougherty Wealth Advisers
Minnesota
$780K -$10.5K -50 -1%
DWS
3166
Discipline Wealth Solutions
South Carolina
$780K +$780K +3,699 New
DPI
3167
Diversified Portfolios Inc
Michigan
$779K -$844 -4 -0.1%
AWS
3168
Arkfeld Wealth Strategies
Nebraska
$778K +$3.38K +16 +0.4%
OA
3169
Operose Advisors
Wisconsin
$778K +$35K +166 +5%
MF
3170
Meridian Financial
Massachusetts
$777K – – –
TWM
3171
Tanager Wealth Management
United Kingdom
$776K -$3.59K -17 -0.5%
IPW
3172
Impact Partnership Wealth
Georgia
$776K -$24.3K -115 -3%
Fiera Capital (Canada)
3173
Fiera Capital (Canada)
Quebec, Canada
$775K -$13.3K -63 -2%
A
3174
AlphaQuest
New York
$775K -$410K -1,944 -35%
GCM
3175
Greenland Capital Management
New York
$774K +$224K +1,060 +41%
125 126
127
128 129