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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 %
GPW
3476
Gentry Private Wealth
Kansas
$501K -$13.7K -65 -3%
ITFISA
3477
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$501K +$6.75K +32 +1%
PDM
3478
Penn Davis McFarland
Texas
$500K – – –
NC
3479
NovaPoint Capital
Georgia
$499K -$28.9K -137 -5%
XT
3480
XTX Topco
Cayman Islands
$498K -$524K -2,487 -51%
IWP
3481
Insight Wealth Partners
Texas
$498K +$82.5K +391 +20%
LFGO
3482
Legacy Financial Group (Oklahoma)
Oklahoma
$495K +$149K +673 +43%
GF
3483
Gimbal Financial
Indiana
$495K +$7.2K +32 +1%
SWM
3484
Selective Wealth Management
Virginia
$495K -$106K -502 -18%
AFS
3485
Axiom Financial Strategies
Indiana
$494K +$494K +2,345 New
PS
3486
Planned Solutions
California
$494K – – –
WBCM
3487
Wilson & Boucher Capital Management
California
$494K – – –
TS
3488
Tamar Securities
California
$494K -$6.54K -31 -1%
TC
3489
Tacita Capital
Ontario, Canada
$492K – – –
OTPPB
3490
Ontario Teachers' Pension Plan Board
Ontario, Canada
$488K – – –
TI
3491
Truepoint Inc
Ohio
$488K +$276K +1,310 +130%
KC
3492
Kinloch Capital
Virginia
$485K +$7.17K +34 +1%
SSG
3493
Summit Securities Group
New York
$485K +$232K +1,100 +92%
PGWM
3494
Pitti Group Wealth Management
New York
$483K – – –
C1AG
3495
Client 1st Advisory Group
Florida
$481K +$133K +632 +38%
TCOO
3496
Trust Company of Oklahoma
Oklahoma
$481K -$7.8K -37 -2%
VPP
3497
Vertex Planning Partners
Illinois
$481K +$211 +1 +0%
TAM
3498
TCP Asset Management
Ohio
$481K +$33.9K +161 +8%
BBP
3499
Banco BTG Pactual
Brazil
$480K -$3.03M -14,369 -86%
STB
3500
S&T Bank
Pennsylvania
$480K -$9.5K -45 -2%
138 139
140
141 142