JPM icon

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 %
HFW
3576
Horizon Family Wealth
Illinois
$421K +$2.11K +10 +0.5%
KFS
3577
Kurt F. Somerville
$421K +$9.7K +46 +2%
CFGSD
3578
Compass Financial Group (South Dakota)
South Dakota
$420K +$844 +4 +0.2%
WFC
3579
Western Financial Corp
California
$419K +$1.69K +8 +0.4%
APS
3580
American Planning Services
Florida
$419K – – –
CPW
3581
Catalyst Private Wealth
California
$418K -$27.6K -131 -6%
RWMG
3582
Redwood Wealth Management Group
New Jersey
$418K +$15.8K +75 +4%
TWA
3583
Tandem Wealth Advisors
Arizona
$418K -$4.22K -20 -1%
OA
3584
Oceanside Advisors
South Carolina
$418K – – –
SFPG
3585
Stonebridge Financial Planning Group
Florida
$418K +$48.5K +230 +13%
PWA
3586
Provenance Wealth Advisors
Florida
$416K +$19.8K +94 +5%
LGWM
3587
Litman Gregory Wealth Management
California
$416K – – –
CCIA
3588
Cherry Creek Investment Advisors
Colorado
$415K +$2.11K +10 +0.5%
SWIM
3589
Smallwood Wealth Investment Management
New Jersey
$415K – – –
CCP
3590
Clarkston Capital Partners
Michigan
$415K – – –
VanEck Associates
3591
VanEck Associates
New York
$414K -$302K -1,349 -42%
CWA
3592
Centennial Wealth Advisory
Michigan
$414K -$12.4K -59 -3%
KPWG
3593
KFA Private Wealth Group
Virginia
$413K -$10.1K -48 -2%
KA
3594
Kearns & Associates
California
$413K – – –
SHJ
3595
Sharkey, Howes & Javer
Colorado
$413K +$413K +1,960 New
SFP
3596
Sterling Financial Planning
New Jersey
$412K – – –
AIM
3597
Arcadia Investment Management
Michigan
$412K -$422 -2 -0.1%
PC
3598
Permit Capital
Pennsylvania
$412K – – –
PIS
3599
POM Investment Strategies
North Carolina
$412K -$15K -71 -4%
MPCA
3600
Madison Park Capital Advisors
Washington
$411K +$4.43K +21 +1%
142 143
144
145 146