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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 %
PCMC
3176
Paragon Capital Management (Colorado)
Colorado
$774K -$2.53K -12 -0.3%
SWP
3177
Semus Wealth Partners
Florida
$772K -$38.4K -182 -5%
SPI
3178
Santori & Peters Inc
Pennsylvania
$771K -$15K -71 -2%
1W
3179
1776 Wealth
Georgia
$770K +$211 +1 +0%
SIM
3180
SSI Investment Management
California
$769K -$119K -565 -13%
NI
3181
NCP Inc
California
$768K -$15K -71 -2%
WCFA
3182
Walkner Condon Financial Advisors
Wisconsin
$767K +$183K +866 +31%
VBA
3183
von Borstel & Associates
Oregon
$766K +$766K +3,633 New
HPM
3184
Hoxton Planning & Management
West Virginia
$765K +$139K +659 +22%
ZF
3185
Zega Financial
Florida
$765K -$269K -1,277 -26%
GC
3186
Garde Capital
Washington
$764K -$21.7K -103 -3%
CWA
3187
Consilio Wealth Advisors
Washington
$764K +$80.1K +380 +12%
KWM
3188
Keebeck Wealth Management
Illinois
$763K -$2.26M -10,729 -75%
AWM
3189
Ariadne Wealth Management
California
$761K -$99K -419 -12%
SPP
3190
Single Point Partners
Massachusetts
$761K -$21.9K -104 -3%
AWM
3191
Atticus Wealth Management
Florida
$758K +$45.8K +217 +6%
HAS
3192
Holland Advisory Services
Florida
$758K +$211 +1 +0%
ICA
3193
Infrastructure Capital Advisors
New York
$757K +$132K +627 +21%
SI
3194
Stonekeep Investments
New Mexico
$757K +$11.8K +56 +2%
RWM
3195
RBA Wealth Management
California
$756K -$5.9K -28 -0.8%
NA
3196
Nottingham Advisors
New York
$756K -$8.86K -42 -1%
LWM
3197
LongView Wealth Management
Georgia
$754K +$28K +133 +4%
MCM
3198
Magnolia Capital Management
New York
$754K – – –
CMAI
3199
Capital Management Associates Inc
Minnesota
$751K +$21.9K +104 +3%
EGWAG
3200
Elwood & Goetz Wealth Advisory Group
Georgia
$750K +$325K +1,540 +76%
126 127
128
129 130