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 %
MAP
3401
Moody Aldrich Partners
Massachusetts
$557K -$27K -128 -5%
VW
3402
Vance Wealth
California
$557K +$8.01K +38 +1%
SC
3403
Schoolcraft Capital
Colorado
$556K – – –
CWM
3404
Cahaba Wealth Management
Georgia
$554K -$50.8K -241 -8%
TFO
3405
Tarbox Family Office
California
$554K +$148K +700 +36%
AR
3406
Apeiron RIA
Texas
$554K -$24.3K -115 -4%
WFAG
3407
Wescott Financial Advisory Group
Pennsylvania
$551K +$12.7K +60 +2%
HCP
3408
Holt Capital Partners
Texas
$551K – – –
IDBONY
3409
Israel Discount Bank of New York
New York
$550K +$15K +71 +3%
NIWA
3410
New Insight Wealth Advisors
California
$548K -$95.5K -453 -15%
SDH
3411
Sloy Dahl & Holst
Washington
$548K +$7.38K +35 +1%
CPA
3412
Capital Performance Advisors
California
$548K +$137K +650 +33%
GAM
3413
Garrison Asset Management
Arkansas
$545K +$20K +95 +4%
HA
3414
HC Advisors
Georgia
$544K +$1.27K +6 +0.2%
GSIS
3415
Global Strategic Investment Solutions
Arizona
$544K +$43.9K +208 +9%
MAM
3416
Marotta Asset Management
Virginia
$544K -$4.85K -23 -0.9%
IIA
3417
ICW Investment Advisors
Arizona
$543K +$211 +1 +0%
HC
3418
Hamilton Capital
Ohio
$542K +$666 +3 +0.1%
PCM
3419
Piedmont Capital Management
Montana
$540K -$50.9K -226 -9%
BBPWM
3420
Blue Bell Private Wealth Management
Pennsylvania
$539K -$81.8K -388 -13%
PHWM
3421
Pine Harbor Wealth Management
Maryland
$538K +$1.48K +7 +0.3%
FPIS
3422
Financial Planning & Information Services
Wisconsin
$537K +$193K +913 +56%
FF
3423
Francis Financial
$537K +$21.7K +103 +4%
PI
3424
Parkside Investments
Illinois
$535K -$85.6K -406 -14%
JGIA
3425
Jackson Grant Investment Advisers
Connecticut
$534K +$1.9K +9 +0.4%
135 136
137
138 139