JPM icon

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 %
WFPG
3351
Waller Financial Planning Group
Ohio
$611K +$10.3K +49 +2%
BGAI
3352
Bruce G. Allen Investments
Colorado
$607K -$56.5K -268 -9%
CFP
3353
Cascade Financial Partners
California
$607K -$20.8K -93 -3%
AWP
3354
Abacus Wealth Partners
California
$607K +$65.2K +309 +12%
CSWM
3355
Cassady Schiller Wealth Management
Ohio
$606K -$56.1K -266 -8%
SIAG
3356
Safeguard Investment Advisory Group
California
$606K +$134K +634 +28%
CA
3357
CapWealth Advisors
Tennessee
$605K +$120K +567 +25%
WAOI
3358
Wealth Advisors of Iowa
Iowa
$605K -$6.12K -29 -1%
ST
3359
Sageworth Trust
Pennsylvania
$603K +$166K +786 +38%
FSA
3360
Financial Security Advisor
Virginia
$602K +$78K +370 +15%
MF
3361
Montis Financial
Massachusetts
$602K +$68.5K +325 +13%
MS
3362
Madden Securities
Texas
$601K – – –
BRA
3363
Bender Robert & Associates
California
$601K +$601K +2,848 New
ICM
3364
Islay Capital Management
Texas
$599K – – –
MMHP
3365
Murphy Middleton Hinkle & Parker
Georgia
$598K – – –
IDA
3366
Intelligence Driven Advisers
California
$597K +$68.5K +325 +13%
AIA
3367
AIMZ Investment Advisors
California
$591K +$87.5K +415 +17%
WWM
3368
Westwood Wealth Management
California
$591K +$3.37K +16 +0.6%
HI
3369
Harrington Investments
California
$591K – – –
PAG
3370
Paladin Advisory Group
Iowa
$591K – – –
KWM
3371
KFG Wealth Management
Indiana
$591K +$255K +1,208 +76%
DA
3372
Detalus Advisors
Missouri
$590K +$30.8K +146 +6%
IFA
3373
Index Fund Advisors
California
$587K – – –
SWM
3374
SFG Wealth Management
Maryland
$587K +$37.5K +178 +7%
SCI
3375
Silver Coast Investments
United States
$586K -$5.48K -26 -0.9%
133 134
135
136 137