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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 %
HGA
3751
Hobbs Group Advisors
South Carolina
$326K +$50K +237 +18%
LKIM
3752
Lawson Kroeker Investment Management
Nebraska
$325K +$39K +185 +14%
RWRC
3753
R.W. Roge & Company
New York
$325K +$325K +1,546 New
RCM
3754
Ridgepath Capital Management
Tennessee
$325K – – –
TBWA
3755
Three Bridge Wealth Advisors
California
$325K – – –
CWM
3756
CarsonAllaria Wealth Management
Illinois
$324K -$77.4K -367 -19%
TCMP
3757
Thrive Capital Management (Pennsylvania)
Pennsylvania
$324K -$55K -261 -15%
AWM
3758
Alterna Wealth Management
Texas
$323K -$280K -1,330 -46%
BFM
3759
Boothbay Fund Management
New York
$323K -$832K -3,948 -72%
R
3760
Rebalance
California
$322K -$25.9K -123 -7%
BWM
3761
Boyd Wealth Management
California
$322K – – –
JWM
3762
JFG Wealth Management
Colorado
$321K +$321K +1,521 New
ELM
3763
Elite Life Management
Florida
$320K +$12.2K +58 +4%
YCG
3764
Yeomans Consulting Group
Georgia
$319K -$43.2K -205 -12%
HWMT
3765
Heritage Wealth Management (Texas)
Texas
$319K +$422 +2 +0.1%
TWM
3766
Trevian Wealth Management
Massachusetts
$319K – – –
SFMG
3767
Sage Financial Management Group
Virginia
$318K -$42.2K -200 -12%
RCI
3768
RS Crum Inc
California
$318K -$211 -1 -0.1%
W
3769
WorthPointe
California
$317K +$60.5K +287 +24%
MGWA
3770
Monument Group Wealth Advisors
Massachusetts
$316K -$51.2K -243 -14%
CAG
3771
Curtis Advisory Group
California
$316K – – –
GCL
3772
Gouws Capital LLC
North Carolina
$316K – – –
SWM
3773
Seed Wealth Management
Illinois
$315K – – –
SAM
3774
Seelaus Asset Management
New Jersey
$315K -$10.5K -50 -3%
RFP
3775
Root Financial Partners
California
$315K +$50.4K +239 +19%
149 150
151
152 153