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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 %
CMS
3526
Capital Market Strategies
Florida
$456K +$2.74K +13 +0.6%
IVP
3527
Intrinsic Value Partners
Arizona
$456K -$20K -95 -4%
RWA
3528
Rooted Wealth Advisors
Illinois
$455K +$250K +1,187 +122%
OWP
3529
ORG Wealth Partners
Texas
$455K +$455K +2,155 New
MWM
3530
Mindset Wealth Management
Indiana
$454K +$454K +2,154 New
OA
3531
Oxbow Advisors
Texas
$453K +$14.8K +70 +3%
CM
3532
Capula Management
Cayman Islands
$453K +$398K +1,888 +729%
PWM
3533
Power Wealth Management
Georgia
$451K +$114K +541 +34%
TWP
3534
Tower Wealth Partners
Pennsylvania
$449K -$2.32K -11 -0.5%
TPWA
3535
Twin Peaks Wealth Advisors
California
$448K +$45.3K +215 +11%
MWM
3536
Mascoma Wealth Management
New Hampshire
$448K – – –
NWA
3537
New World Advisors
Massachusetts
$447K +$211 +1 +0%
BCB
3538
Brian C. Broderick
$445K – – –
DWM
3539
Darwin Wealth Management
Florida
$443K -$14.1K -67 -3%
CFG
3540
Compton Financial Group
Maryland
$442K – – –
BPWM
3541
Black Point Wealth Management
Florida
$442K -$40.9K -194 -8%
SFC
3542
Sprinkle Financial Consultants
Colorado
$441K +$422 +2 +0.1%
SIMC
3543
Squire Investment Management Company
Utah
$440K -$3.59K -17 -0.8%
RIA
3544
Richwood Investment Advisors
Ohio
$439K -$26.4K -125 -6%
CP
3545
Capital Planning
Washington
$439K +$74K +351 +20%
RCA
3546
Riverview Capital Advisers
Massachusetts
$437K – – –
B
3547
Barings
North Carolina
$436K +$118K +559 +37%
ADMI
3548
Albert D. Mason Inc
Massachusetts
$435K -$34.6K -164 -7%
SFFS
3549
Stonehage Fleming Financial Services
Jersey
$435K – – –
BIP
3550
Blue Investment Partners
California
$435K +$131K +619 +43%
140 141
142
143 144