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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 %
RC
3301
Rovin Capital
Arizona
$652K +$4.22K +20 +0.7%
CIA
3302
Compass Ion Advisors
Pennsylvania
$652K +$1.48K +7 +0.2%
EFG
3303
Elios Financial Group
Ohio
$652K +$652K +3,091 New
SFP
3304
Sweet Financial Partners
Minnesota
$651K -$32K -152 -5%
CAM
3305
Claret Asset Management
Quebec, Canada
$650K +$69.5K +330 +12%
NPPM
3306
North Point Portfolio Managers
Ohio
$647K – – –
SLA
3307
Silver Lake Advisory
Utah
$647K +$3.16K +15 +0.5%
FFWM
3308
Future Financial Wealth Management
Ohio
$647K – – –
DCBT
3309
Dakota Community Bank & Trust
North Dakota
$646K -$13.5K -64 -2%
FFG
3310
Fiduciary Financial Group
California
$644K +$14.3K +68 +2%
CHA
3311
Cooper/Haims Advisors
New York
$644K -$38.8K -184 -6%
ACM
3312
Absolute Capital Management
Pennsylvania
$644K +$644K +3,054 New
ECA
3313
Elevated Capital Advisors
Utah
$644K +$644K +3,053 New
JLBC
3314
J.L. Bainbridge & Co
Florida
$644K -$10.5K -50 -2%
BMD
3315
Better Money Decisions
New Mexico
$642K +$44.5K +211 +7%
VH
3316
Visionary Horizons
Tennessee
$641K +$2.74K +13 +0.4%
DBRC
3317
D.B. Root & Company
Pennsylvania
$641K -$9.28K -44 -1%
LWM
3318
Laidlaw Wealth Management
New York
$639K -$42.2K -200 -6%
CW
3319
Code Waechter
Florida
$638K +$638K +3,026 New
NJBEST
3320
New Jersey Better Educational Savings Trust
New Jersey
$636K – – –
RSWA
3321
Robinson Smith Wealth Advisors
Maine
$636K -$246K -1,166 -28%
AS
3322
Altshuler Shaham
Israel
$633K -$1.08M -5,102 -63%
BAM
3323
Bayview Asset Management
Florida
$633K -$527K -2,500 -45%
ML
3324
Mayport LLC
Massachusetts
$631K -$60.9K -289 -9%
SWM
3325
SilverOak Wealth Management
Minnesota
$630K – – –
131 132
133
134 135