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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 %
VWM
3226
Vigilare Wealth Management
Arizona
$724K -$216K -1,024 -23%
IWP
3227
Invenio Wealth Partners
Florida
$721K – – –
EA
3228
Emerald Advisors
Washington
$720K +$14K +62 +2%
HIA
3229
HTG Investment Advisors
Connecticut
$719K -$5.48K -26 -0.8%
JF
3230
Joule Financial
Kentucky
$719K -$35K -166 -5%
GWM
3231
Glass Wealth Management
Texas
$718K +$5.9K +28 +0.8%
OCG
3232
Opus Capital Group
Ohio
$717K +$32.9K +156 +5%
LFS
3233
Legacy Financial Strategies
Kansas
$715K -$86.2K -409 -11%
BTC
3234
Bank & Trust Company
Illinois
$715K -$17.1K -81 -2%
PG
3235
Prostatis Group
Maryland
$713K -$80.3K -381 -10%
AFG
3236
Arkansas Financial Group
Arkansas
$713K -$44.3K -210 -6%
PWM
3237
Prosperity Wealth Management
California
$713K – – –
LFA
3238
Laraway Financial Advisors
Minnesota
$711K – – –
WJA
3239
Willis Johnson & Associates
Texas
$710K -$44.1K -209 -6%
FA
3240
FDx Advisors
Illinois
$707K -$13.7K -65 -2%
PCFFS
3241
Pacific Center for Financial Services
California
$706K +$10.3K +49 +1%
FCM
3242
Fourpath Capital Management
Oklahoma
$706K +$82.7K +392 +13%
WWS
3243
Wellington Wealth Strategies
Indiana
$704K +$704K +3,172 New
SAF
3244
Smith Anglin Financial
Texas
$702K +$67.9K +322 +11%
EFG
3245
Ehrlich Financial Group
California
$702K +$11.4K +54 +2%
AFP
3246
Alpha Financial Partners
Kentucky
$702K +$72.3K +343 +11%
WCWM
3247
Willow Creek Wealth Management
California
$702K +$229K +1,084 +48%
PPWM
3248
Paragon Private Wealth Management
Kentucky
$701K +$103K +487 +17%
AWM
3249
Altus Wealth Management
Kentucky
$698K -$211 -1 -0%
PPW
3250
Pasadena Private Wealth
California
$695K +$246K +1,802 +55%
128 129
130
131 132