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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 %
DWP
3601
Destiny Wealth Partners
Florida
$410K +$20K +95 +5%
APW
3602
Axim Planning & Wealth
Ohio
$410K +$7.8K +37 +2%
MPW
3603
MGO Private Wealth
California
$409K -$34.2K -162 -8%
SCA
3604
Sage Capital Advisors
South Dakota
$409K +$422 +2 +0.1%
E
3605
ETFidea
New York
$408K – – –
FZCM
3606
Flynn Zito Capital Management
New York
$408K +$18.1K +86 +5%
WWM
3607
WT Wealth Management
Arizona
$408K -$10.4K -46 -2%
SRWM
3608
Shira Ridge Wealth Management
California
$408K -$1.48K -7 -0.4%
LIA
3609
Luken Investment Analytics
Tennessee
$407K – – –
PAWA
3610
Palo Alto Wealth Advisors
California
$407K -$39.9K -178 -9%
SIS
3611
Strategic Investment Solutions
Illinois
$406K – – –
VAF
3612
Values Added Financial
District of Columbia
$403K – – –
DFA
3613
DHJJ Financial Advisors
Illinois
$403K -$211 -1 -0.1%
RAG
3614
RIA Advisory Group
Iowa
$402K +$402K +1,909 New
WP
3615
Wealthspan Partners
Iowa
$402K -$4.85K -23 -1%
VBFG
3616
Vishria Bird Financial Group
Tennessee
$401K – – –
FAM
3617
Family Asset Management
South Carolina
$400K +$422 +2 +0.1%
EWM
3618
Echo Wealth Management
Minnesota
$399K -$74.9K -351 -16%
TVM
3619
True Vision MN
Minnesota
$399K +$399K +15,680 New
GWA
3620
Gratus Wealth Advisors
Virginia
$399K +$211 +1 +0.1%
RA
3621
Riverstone Advisors
Texas
$398K +$632 +3 +0.2%
CWM
3622
Campbell Wealth Management
Virginia
$398K -$38.1K -181 -9%
T
3623
TOBAM
France
$398K +$65.9K +313 +20%
GC
3624
GFG Capital
Florida
$398K -$257K -2,436 -39%
KNFPWM
3625
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$397K +$2.11K +10 +0.5%
143 144
145
146 147