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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 %
BWA
3551
BlueChip Wealth Advisors
Georgia
$435K -$7.8K -37 -2%
LAM
3552
Lewis Asset Management
California
$434K +$32.7K +155 +8%
PFS
3553
Prospect Financial Services
New York
$433K -$36.1K -171 -8%
SCA
3554
Southern Capital Advisors
Tennessee
$433K +$143K +676 +49%
EF
3555
Exeter Financial
Arizona
$432K -$17.3K -82 -4%
NSLI
3556
Nan Shan Life Insurance
Taiwan
$432K -$4.96M -23,539 -92%
FPF
3557
First Pacific Financial
Washington
$430K +$211K +1,000 +96%
FDS
3558
Freedom Day Solutions
Texas
$429K -$2.32K -11 -0.5%
B
3559
Bensler
Washington
$428K +$136K +644 +46%
TWM
3560
Triton Wealth Management
Arizona
$428K – – –
RWM
3561
Ruedi Wealth Management
Illinois
$428K -$11.4K -54 -3%
BWCS
3562
Beirne Wealth Consulting Services
Connecticut
$427K – – –
JA
3563
JVL Associates
Michigan
$427K +$26.1K +124 +7%
KA
3564
Kercheville Advisors
Texas
$427K -$9.49K -45 -2%
IA
3565
Inspire Advisors
Idaho
$427K +$10.5K +50 +3%
VBWMG
3566
Von Berge Wealth Management Group
California
$427K -$6.42K -26 -1%
AFAS
3567
Acorn Financial Advisory Services
Virginia
$427K +$6.33K +30 +2%
SHWM
3568
Smith & Howard Wealth Management
Georgia
$427K – – –
KFS
3569
Kaizen Financial Strategies
California
$426K +$633 +3 +0.1%
NI
3570
NDVR Inc
Massachusetts
$426K +$21.1K +100 +5%
EWA
3571
Encompass Wealth Advisors
Oregon
$425K +$633 +3 +0.1%
JSA
3572
Jacobson & Schmitt Advisors
Wisconsin
$425K -$6.12K -29 -1%
FWMM
3573
Foundation Wealth Management (Missouri)
Missouri
$422K -$20K -95 -5%
SCM
3574
Shapiro Capital Management
Georgia
$422K -$186K -880 -31%
GCM
3575
Glaxis Capital Management
Florida
$422K – – –
141 142
143
144 145