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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 %
DFA
3276
Davies Financial Advisors
California
$672K -$11.4K -54 -2%
I2I
3277
Insight 2811 Inc
Illinois
$672K – – –
RA
3278
Rise Advisors
New York
$671K +$3.16K +15 +0.5%
WFA
3279
WestHill Financial Advisors
California
$671K +$18.1K +86 +3%
CFG
3280
Copley Financial Group
California
$670K +$670K +3,178 New
BAM
3281
Bosun Asset Management
Illinois
$669K -$5.9K -28 -0.9%
CTWM
3282
Cherry Tree Wealth Management
Minnesota
$668K – – –
GAM
3283
Gemmer Asset Management
California
$667K +$5.9K +28 +0.9%
CAM
3284
Concorde Asset Management
Michigan
$666K -$30.4K -144 -4%
FCT
3285
First Community Trust
Iowa
$664K – – –
IPW
3286
Intergy Private Wealth
Colorado
$664K +$55.7K +264 +9%
PCM
3287
Perritt Capital Management
Illinois
$663K -$4.01K -19 -0.6%
SAM
3288
Shikiar Asset Management
New York
$662K – – –
OWA
3289
Opal Wealth Advisors
New York
$661K +$32.9K +156 +5%
WIM
3290
Warwick Investment Management
Texas
$661K +$18.1K +86 +3%
FEM
3291
Fulcrum Equity Management
Texas
$661K +$4.43K +21 +0.7%
AWM
3292
Allen Wealth Management
North Carolina
$660K -$1.05K -5 -0.2%
ACA
3293
Ackerman Capital Advisors
Texas
$659K – – –
NG
3294
Northstar Group
New York
$659K -$86K -408 -12%
WFS
3295
WealthGarden F.S.
California
$658K – – –
LAM
3296
Lakewood Asset Management
Illinois
$657K -$11.4K -54 -2%
AWA
3297
Arbor Wealth Advisors
Michigan
$656K – – –
SAM
3298
SP Asset Management
California
$655K +$2.11K +10 +0.3%
BWM
3299
BCS Wealth Management
Tennessee
$655K +$239K +1,131 +57%
IGGA
3300
Iron Gate Global Advisors
Utah
$655K -$14.8K -70 -2%
130 131
132
133 134