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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 %
GCWM
3701
Graham Capital Wealth Management
District of Columbia
$353K +$4.64K +22 +1%
SFG
3702
Sterling Financial Group
California
$352K – – –
BMCM
3703
Burns Matteson Capital Management
New York
$352K +$50.8K +241 +17%
WCM
3704
Washburn Capital Management
Florida
$352K +$10.5K +50 +3%
SA
3705
Stewardship Advisors
Pennsylvania
$352K +$352K +1,668 New
DWS
3706
Dynamic Wealth Strategies
California
$351K -$37.1K -176 -10%
WQ
3707
Wealth Quarterback
New Jersey
$350K +$1.05K +5 +0.3%
CCA
3708
Cadent Capital Advisors
Oklahoma
$350K +$67.7K +321 +24%
IWN
3709
Independent Wealth Network
Iowa
$349K +$9.28K +44 +3%
HKIMG
3710
Hutchens & Kramer Investment Management Group
Indiana
$348K -$2.28K -11 -0.6%
BIA
3711
Bell Investment Advisors
California
$348K +$2.53K +12 +0.7%
MGAM
3712
McGowan Group Asset Management
Texas
$347K -$121K -572 -26%
MF
3713
Manchester Financial
California
$347K +$15.6K +74 +5%
MGIA
3714
Matthew Goff Investment Advisor
Texas
$346K – – –
GCP
3715
Gill Capital Partners
Colorado
$345K +$23.6K +112 +7%
RP
3716
Riverwater Partners
Wisconsin
$345K -$5.8K -28 -2%
LCC
3717
Lincoln Capital Corp
Rhode Island
$345K -$4.21M -19,969 -92%
CC
3718
Copperleaf Capital
North Carolina
$345K -$17.5K -83 -5%
PWMG
3719
Private Wealth Management Group
New Jersey
$344K -$1.27K -6 -0.4%
RJTCONH
3720
Raymond James Trust Company of New Hampshire
New Hampshire
$343K -$23.2K -110 -6%
AWAU
3721
Alliance Wealth Advisors (Utah)
Utah
$343K -$128K -607 -27%
PWA
3722
Physician Wealth Advisors
Utah
$343K +$47.8K +215 +16%
LFRG
3723
Lazard Frères Gestion
France
$342K -$118K -562 -26%
FSCM
3724
Front Street Capital Management
Montana
$342K -$27.6K -131 -7%
PBF
3725
Petix & Botte Financial
California
$341K – – –
147 148
149
150 151