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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 %
VCM
3376
Versant Capital Management
Arizona
$584K +$149K +705 +34%
SIC
3377
SJS Investment Consulting
Ohio
$582K +$30.8K +146 +6%
POIA
3378
Pin Oak Investment Advisors
Texas
$582K -$42.7K -203 -7%
GGI
3379
Godsey & Gibb Inc
Virginia
$578K -$6.54K -31 -1%
FWP
3380
Firethorn Wealth Partners
Georgia
$577K -$16.4K -78 -3%
RC
3381
Reik & Co
New York
$576K – – –
HIM
3382
Hanlon Investment Management
New Jersey
$576K +$142K +675 +33%
HGWM
3383
Horst & Graben Wealth Management
Oregon
$575K +$2.74K +13 +0.5%
OPPS
3384
Obsidian Personal Planning Solutions
Maryland
$573K -$666 -3 -0.1%
HB
3385
Horizon Bancorp
Indiana
$572K -$22.4K -106 -4%
LIM
3386
Lathrop Investment Management
Arkansas
$572K +$84.3K +400 +17%
MA
3387
MKT Advisors
California
$572K +$207 +1 +0%
AWA
3388
Aletheian Wealth Advisors
Washington
$569K -$841K -3,987 -60%
GWAG
3389
Garrett Wealth Advisory Group
Texas
$568K +$211 +1 +0%
WFA
3390
WMG Financial Advisors
Tennessee
$567K +$33.1K +157 +6%
ONSWM
3391
Old North State Wealth Management
North Carolina
$566K +$84.3K +399 +17%
VC
3392
Veery Capital
Delaware
$565K +$6.11K +29 +1%
CAS
3393
CTC Alternative Strategies
Illinois
$565K -$2.7M -12,809 -83%
MECA
3394
Miller Equity Capital Advisors
Texas
$564K – – –
IWM
3395
Integris Wealth Management
California
$564K +$57.6K +273 +11%
VCWA
3396
Vanguard Capital Wealth Advisors
Colorado
$563K -$145K -690 -21%
SFC
3397
Swisher Financial Concepts
Ohio
$562K -$483K -2,348 -46%
CWM
3398
Cherrydale Wealth Management
New Jersey
$561K +$2.95K +14 +0.5%
TC
3399
TAGStone Capital
North Carolina
$558K +$24K +114 +4%
IFO
3400
Independent Family Office
New York
$557K +$16.6K +80 +3%
134 135
136
137 138