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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 %
PIN
3726
Prudent Investors Network
California
$340K +$340K +1,611 New
CC
3727
Capital Counsel
New York
$339K +$7.59K +36 +2%
SPW
3728
Sonoma Private Wealth
California
$339K +$14.8K +70 +5%
SC
3729
Saturna Capital
Washington
$339K – – –
MWA
3730
Muirfield Wealth Advisors
North Carolina
$338K +$74.7K +354 +28%
BHWM
3731
Beaird Harris Wealth Management
Texas
$338K -$106K -502 -24%
CAIMH
3732
Central Asset Investments & Management Holdings
Hong Kong
$337K -$2.45M -11,600 -88%
PCA
3733
Private Capital Advisors
Connecticut
$337K – – –
KCM
3734
Kendall Capital Management
Maryland
$337K – – –
T
3735
TNF
Montana
$336K +$225 +1 +0.1%
SA
3736
Shilanski & Associates
Alaska
$336K -$3.8K -18 -1%
NPI
3737
New Perspectives Inc
Mississippi
$336K +$336K +1,593 New
PRI
3738
Prepared Retirement Institute
Pennsylvania
$335K -$9.07K -43 -3%
LFS
3739
Lutz Financial Services
Nebraska
$334K +$5.69K +27 +2%
CFC
3740
Coyle Financial Counsel
Illinois
$334K +$69.2K +342 +26%
KFP
3741
Keener Financial Planning
Texas
$333K – – –
PCM
3742
Penserra Capital Management
California
$332K -$165M -784,355 -100%
HP
3743
Highlander Partners
Texas
$332K – – –
EC
3744
EntryPoint Capital
New York
$331K +$331K +1,570 New
RW
3745
Rockport Wealth
Ohio
$330K – – –
NCMW
3746
Northern Capital Management (Washington)
Washington
$330K +$38K +180 +13%
PCM
3747
Pennsylvania Capital Management
Pennsylvania
$328K -$142K -676 -30%
BLAM
3748
Bourne Lent Asset Management
New York
$327K +$10.5K +50 +3%
GWM
3749
Gitterman Wealth Management
New Jersey
$326K – – –
AFGAS
3750
Allegiance Financial Group Advisory Services
Virginia
$326K -$28.7K -136 -8%
148 149
150
151 152