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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 %
PW
3326
Peninsula Wealth
California
$629K +$29.5K +132 +5%
EC
3327
EdgeRock Capital
Colorado
$628K +$29.9K +142 +5%
EMAM
3328
Encompass More Asset Management
California
$628K +$166K +789 +36%
CRIG
3329
Charter Research & Investment Group
Connecticut
$628K – – –
LA
3330
Lane & Associates
New Jersey
$627K +$3.59K +17 +0.6%
CCP
3331
Clarity Capital Partners
California
$627K -$8.65K -41 -1%
Cohen & Steers
3332
Cohen & Steers
New York
$624K -$13.1K -62 -2%
MSWMA
3333
Market Street Wealth Management Advisors
Indiana
$624K +$5.9K +28 +1%
MPCL
3334
My Personal CFO LLC
Washington
$623K +$3.16K +15 +0.5%
CFG
3335
Clayton Financial Group
Missouri
$623K +$126K +599 +25%
SHF
3336
Safe Harbor Fiduciary
Florida
$623K +$623K +2,954 New
SG
3337
Strid Group
Pennsylvania
$622K – – –
TPW
3338
Tiller Private Wealth
Pennsylvania
$622K +$3.16K +15 +0.5%
MWA
3339
Motive Wealth Advisors
Michigan
$621K – – –
HCA
3340
Heck Capital Advisors
Wisconsin
$618K -$16.7K -79 -3%
SP
3341
Successful Portfolios
Florida
$618K +$422 +2 +0.1%
BCMLT
3342
Beacon Capital Management LLC (Tennessee)
Tennessee
$617K +$115K +544 +23%
AIA
3343
Arbor Investment Advisors
North Carolina
$616K – – –
IWA
3344
Inspirion Wealth Advisors
Illinois
$614K -$36.9K -175 -6%
PIM
3345
Pullen Investment Management
Florida
$614K -$14.1K -67 -2%
DSAM
3346
Dock Street Asset Management
Florida
$614K -$36.1K -171 -6%
SOW
3347
State of Wyoming
Wyoming
$612K -$29.9K -142 -5%
FFL
3348
Financial Freedom LLC
Ohio
$612K +$1.27K +6 +0.2%
DFA
3349
DHK Financial Advisors
New Hampshire
$612K +$2.53K +12 +0.4%
MWM
3350
Merriman Wealth Management
Washington
$612K +$46K +218 +8%
132 133
134
135 136