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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 %
AFIA
3426
America First Investment Advisors
Nebraska
$533K – – –
CL
3427
COWA LLC
Oklahoma
$533K – – –
HFS
3428
Heritage Financial Services
Massachusetts
$533K +$5.06K +24 +1%
BWM
3429
Brown Wealth Management
Illinois
$533K -$24K -114 -4%
TIA
3430
Tandem Investment Advisors
South Carolina
$533K +$38.4K +182 +8%
AC
3431
Allstate Corporation
Illinois
$531K -$1.44M -6,806 -73%
LIA
3432
Lynx Investment Advisory
District of Columbia
$530K +$4.22K +20 +0.8%
FA
3433
FSA Advisors
Michigan
$530K -$37.1K -177 -7%
CTC
3434
Corundum Trust Company
South Dakota
$530K – – –
HFA
3435
Harbert Fund Advisors
Alabama
$527K -$26.4K -125 -5%
NWA
3436
Navis Wealth Advisors
New York
$526K +$422 +2 +0.1%
BAMG
3437
Brand Asset Management Group
Missouri
$526K +$35.8K +170 +7%
AL
3438
Arnhold LLC
New York
$525K – – –
MWM
3439
Melfa Wealth Management
Massachusetts
$524K -$18.6K -88 -3%
SBWIC
3440
Schaper Benz & Wise Investment Counsel
Wisconsin
$523K – – –
MWM
3441
MBE Wealth Management
Wisconsin
$522K -$39.2K -186 -7%
KWAG
3442
Kiely Wealth Advisory Group
North Carolina
$522K – – –
BA
3443
Brightwater Advisory
Florida
$522K +$16.2K +77 +3%
NWMG
3444
Nicholson Wealth Management Group
South Carolina
$522K +$522K +2,476 New
NNPTE
3445
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$521K -$2.85M -13,507 -85%
WW
3446
Westshore Wealth
California
$520K +$30.4K +144 +6%
WI
3447
Wedgewood Investors
Pennsylvania
$519K -$17.5K -83 -3%
FWM
3448
FFT Wealth Management
Pennsylvania
$518K +$239K +1,132 +85%
SA
3449
Strategic Advocates
Utah
$518K +$518K +2,457 New
ARMT
3450
Amica Retiree Medical Trust
Rhode Island
$517K +$517K +2,454 New
136 137
138
139 140