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 %
KFS
3651
Kelly Financial Services
Massachusetts
$381K +$51K +242 +15%
PWA
3652
Peterson Wealth Advisors
Utah
$380K +$65.6K +311 +21%
SCM
3653
Sage Capital Management
New Jersey
$380K +$1.48K +7 +0.4%
LD
3654
Lipe & Dalton
New York
$380K – – –
GA
3655
Gordian Advisors
Arizona
$380K +$380K +1,802 New
AA
3656
AlphaCentric Advisors
Puerto Rico
$380K -$17.7K -84 -4%
TFP
3657
Traction Financial Partners
Wyoming
$379K -$633 -3 -0.2%
RIM
3658
Rockbridge Investment Management
New York
$379K -$4.85K -23 -1%
AL
3659
ADE LLC
Maryland
$379K – – –
WLIM
3660
White Lighthouse Investment Management
Massachusetts
$378K +$1.69K +8 +0.4%
PCMK
3661
Paragon Capital Management (Kansas)
Kansas
$378K +$66.9K +317 +22%
RBC
3662
Roble Belko & Company
Pennsylvania
$377K – – –
APWM
3663
Argonautica Private Wealth Management
Massachusetts
$376K +$2.32K +11 +0.6%
IPW
3664
IronBridge Private Wealth
Texas
$376K +$7.59K +36 +2%
WFS
3665
Walker Financial Services
Kentucky
$376K +$376K +1,784 New
AIFAIM
3666
American Institute for Advanced Investment Management
Arizona
$376K – – –
RIP
3667
RAM Investment Partners
Washington
$375K +$19K +90 +5%
LODC
3668
Lanham O'Dell & Company
West Virginia
$373K +$211 +1 +0.1%
RW
3669
RVW Wealth
California
$371K +$101K +479 +37%
LWA
3670
Ledgewood Wealth Advisors
New Hampshire
$371K +$9.7K +46 +3%
LA
3671
Lakeside Advisors
Washington
$369K +$211 +1 +0.1%
SWMG
3672
Sanchez Wealth Management Group
Florida
$368K – – –
IA
3673
IMZ Advisory
Florida
$367K +$68.9K +326 +23%
MSFP
3674
Mark Sheptoff Financial Planning
Connecticut
$367K – – –
NRWA
3675
North Ridge Wealth Advisors
Oregon
$366K – – –
145 146
147
148 149