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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 %
WAM
3676
Worth Asset Management
Texas
$365K -$88.6K -420 -20%
WFS
3677
Widmann Financial Services
Maryland
$365K -$8.85K -42 -2%
LFA
3678
Level Financial Advisors
New York
$364K -$69K -327 -16%
CWA
3679
Core Wealth Advisors
Florida
$364K -$25.1K -119 -6%
CYG
3680
Clean Yield Group
Vermont
$362K -$11.6K -55 -3%
TFA
3681
Toth Financial Advisory
Virginia
$362K -$11.2K -53 -3%
BGA
3682
Battery Global Advisors
Massachusetts
$362K +$362K +1,715 New
AMG
3683
Asset Management Group
Connecticut
$361K +$1.9K +9 +0.5%
TCM
3684
Triumph Capital Management
Colorado
$360K -$72.3K -343 -17%
BSHC
3685
Breed's Hill Capital
Massachusetts
$359K -$3.59K -17 -1%
CP
3686
Cumberland Partners
Ontario, Canada
$358K -$43.2K -205 -11%
CM
3687
Crestline Management
Texas
$358K +$358K +1,700 New
KL
3688
KWMG LLC
Kansas
$358K +$81.2K +385 +29%
WA
3689
WESPAC Advisors
California
$356K +$422 +2 +0.1%
TFP
3690
Triune Financial Partners
Kansas
$356K +$633 +3 +0.2%
MSF
3691
Mustard Seed Financial
Arkansas
$356K +$5.48K +26 +2%
SFS
3692
Sharp Financial Services
Pennsylvania
$355K +$29.5K +140 +9%
LIG
3693
Lokken Investment Group
Delaware
$354K -$5.27K -25 -1%
ZAM
3694
Zevin Asset Management
Massachusetts
$354K +$2.11K +10 +0.6%
CM
3695
Columbus Macro
Pennsylvania
$354K -$11.4K -53 -3%
VIM
3696
VELA Investment Management
Ohio
$353K – – –
DW
3697
Dodds Wealth
Colorado
$353K +$37.2K +175 +12%
RLIM
3698
Red Lighthouse Investment Management
New York
$353K -$211 -1 -0.1%
ACM
3699
Avalon Capital Management
California
$353K – – –
KFA
3700
Krane Funds Advisors
New York
$353K +$5.06K +24 +1%
146 147
148
149 150