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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 %
SWMG
3626
Signature Wealth Management Group
Georgia
$397K -$44.3K -210 -10%
RHJA
3627
Rice Hall James & Associates
California
$397K -$37.1K -176 -9%
JTWM
3628
Jackson Thornton Wealth Management
Alabama
$397K – – –
MFA
3629
Morling Financial Advisors
California
$396K -$12.9K -61 -3%
DJYG
3630
David J. Yvars Group
Florida
$396K – – –
RFP
3631
Roth Financial Partners
Texas
$396K – – –
PGF
3632
Plan Group Financial
Oklahoma
$395K +$176K +836 +81%
VFP
3633
Verus Financial Partners
Virginia
$395K -$29.8K -144 -7%
CI
3634
CacheTech Inc
Utah
$394K – – –
AWM
3635
Adams Wealth Management
Utah
$394K – – –
AM
3636
Atwater Malick
Pennsylvania
$392K – – –
CW
3637
Cook Wealth
North Carolina
$390K -$268K -1,196 -41%
DC
3638
Defender Capital
North Carolina
$390K – – –
AFA
3639
American Financial Advisors
Georgia
$390K -$20.9K -99 -5%
DWM
3640
Denver Wealth Management
Colorado
$390K +$1.69K +8 +0.4%
PCMC
3641
Planning Capital Management Corporation
Pennsylvania
$389K -$229K -1,086 -37%
HWM
3642
HFR Wealth Management
New York
$389K – – –
HFRG
3643
Houlihan Financial Resource Group
Virginia
$389K +$39K +185 +11%
SC
3644
Schiavi & Co
Delaware
$387K +$422 +2 +0.1%
SA
3645
Skyline Advisors
Washington
$387K +$5.9K +28 +2%
SSW
3646
Smith Shellnut Wilson
Mississippi
$386K – – –
CCM
3647
Chickasaw Capital Management
Tennessee
$385K – – –
EA
3648
Echo45 Advisors
California
$383K -$25.8K -123 -6%
BFS
3649
Baskin Financial Services
Ontario, Canada
$382K -$30.4K -144 -7%
MBI
3650
May Barnhard Investments
Maryland
$381K +$51.9K +246 +16%
144 145
146
147 148