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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 %
CNWM
3501
Clay Northam Wealth Management
California
$476K – – –
WA
3502
Waterford Advisors
New York
$476K – – –
KDA
3503
Kraft Davis & Associates
Missouri
$475K -$2.45K -11 -0.5%
CAM
3504
Clark Asset Management
New Hampshire
$475K +$131K +621 +38%
CMBA
3505
C.M. Bidwell & Associates
Hawaii
$474K -$4.85K -23 -1%
PSA
3506
Plum Street Advisors
Louisiana
$474K +$474K +2,247 New
GFL
3507
Granite FO LLC
New Hampshire
$472K – – –
WCM
3508
Wallace Capital Management
Texas
$471K +$21.5K +102 +5%
MFS
3509
McNamara Financial Services
Massachusetts
$471K +$471K +2,232 New
FWM
3510
FSA Wealth Management
Massachusetts
$468K +$468K +2,221 New
RAS
3511
RPS Advisory Solutions
Kentucky
$468K -$9.7K -46 -2%
SM
3512
Sensible Money
Arizona
$468K +$2.11K +10 +0.5%
SWG
3513
Summit Wealth Group
Vermont
$467K – – –
ONGA
3514
O'Neil Global Advisors
California
$466K +$150K +710 +47%
SC
3515
Sepio Capital
Utah
$465K +$10.3K +49 +2%
KC
3516
Knuff & Co
California
$464K – – –
CC
3517
Cultivar Capital
Texas
$464K – – –
LSA
3518
Lansing Street Advisors
Pennsylvania
$463K +$17.7K +84 +4%
FA
3519
Fermata Advisors
California
$463K +$31.6K +150 +7%
GAMC
3520
Garner Asset Management Corp
Texas
$463K +$422 +2 +0.1%
BBWP
3521
Beacon Bridge Wealth Partners
Pennsylvania
$462K – – –
FPCG
3522
Forum Private Client Group
Indiana
$459K -$843 -4 -0.2%
GSEP
3523
Golden State Equity Partners
California
$459K -$6.31M -29,940 -93%
BIG
3524
Builder Investment Group
Georgia
$458K -$4.43K -21 -1%
OPWM
3525
Oxinas Partners Wealth Management
Indiana
$457K +$93.6K +444 +26%
139 140
141
142 143