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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 %
LFG
3251
Lockerman Financial Group
California
$695K +$2.11K +10 +0.3%
AFWM
3252
AMJ Financial Wealth Management
Virginia
$694K -$39.4K -187 -5%
ACC
3253
Acorn Creek Capital
Colorado
$693K +$7.8K +37 +1%
FA
3254
Forefront Analytics
Pennsylvania
$692K -$682K -3,235 -50%
EWP
3255
Elevation Wealth Partners
California
$692K +$211 +1 +0%
AWM
3256
Abound Wealth Management
Tennessee
$691K +$8.43K +40 +1%
WF
3257
Whelan Financial
California
$689K +$14.8K +70 +2%
CP
3258
Creekside Partners
California
$688K -$4.85K -23 -0.7%
RRA
3259
Round Rock Advisors
Connecticut
$687K -$329K -1,562 -32%
FA
3260
Fountainhead AM
New Jersey
$687K -$21.7K -103 -3%
IF
3261
Integrity Financial
Wyoming
$686K +$22.8K +108 +3%
OWA
3262
Outlook Wealth Advisors
Texas
$685K +$9.07K +43 +1%
ASG
3263
Ariston Services Group
California
$685K – – –
CHP
3264
Cable Hill Partners
Oregon
$683K +$9.49K +45 +1%
TAM
3265
Tucker Asset Management
Colorado
$682K +$52.5K +249 +8%
WCG
3266
Weaver Consulting Group
California
$682K -$73K -346 -10%
DAM
3267
Deltec Asset Management
New York
$680K – – –
UL
3268
Unionview LLC
Washington
$679K +$211 +1 +0%
GDP
3269
Great Diamond Partners
Maine
$677K -$386K -1,831 -36%
SA
3270
SRN Advisors
Pennsylvania
$677K -$359K -1,703 -35%
WFM
3271
Wolff Financial Management
Michigan
$677K – – –
SWM
3272
Silverlake Wealth Management
Vermont
$675K -$71.1K -337 -10%
VCP
3273
Vista Capital Partners
Oregon
$675K -$28K -133 -4%
FWI
3274
Facet Wealth Inc
Maryland
$673K +$154K +691 +30%
MCM
3275
McDonough Capital Management
Florida
$673K +$54.2K +257 +9%
129 130
131
132 133