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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 %
FA
3776
Freestate Advisors
Kansas
$315K +$315K +1,492 New
LFASL
3777
Lugano Financial Advisors SA (LFA)
Switzerland
$314K – – –
PFP
3778
Paragon Financial Partners
California
$313K +$211 +1 +0.1%
CFGA
3779
Cambridge Financial Group (Arizona)
Arizona
$313K -$7.38K -35 -2%
TCM
3780
Tuttle Capital Management
Connecticut
$313K +$40.5K +192 +15%
KIA
3781
Kraematon Investment Advisors
Massachusetts
$313K -$201K -954 -39%
CWA
3782
Cascade Wealth Advisors
Washington
$310K – – –
C
3783
Covestor
United Kingdom
$309K +$37.4K +177 +14%
WWP
3784
Waypoint Wealth Partners
California
$308K -$339K -1,610 -52%
GA
3785
Greenspring Advisors
Maryland
$308K +$83.1K +394 +37%
AA
3786
AlphaMark Advisors
Kentucky
$307K -$2.11K -10 -0.7%
NRW
3787
Nova R Wealth
Kansas
$305K +$1.27K +6 +0.4%
CFS
3788
Cannon Financial Strategists
Georgia
$305K -$46K -218 -13%
CWA
3789
Clarus Wealth Advisors
Arizona
$304K +$4.85K +23 +2%
NEPPG
3790
New England Professional Planning Group
Rhode Island
$304K – – –
APM
3791
Advanced Portfolio Management
New York
$304K -$263K -1,248 -46%
SCM
3792
Sebold Capital Management
Illinois
$303K +$2.32K +11 +0.8%
VBFP
3793
Valtinson Bruner Financial Planning
Minnesota
$302K +$23.4K +111 +8%
AL
3794
ACAS LLC
California
$302K +$21.7K +103 +8%
GC
3795
Gibson Capital
Pennsylvania
$302K – – –
RFN
3796
Redwood Financial Network
Ohio
$302K +$47.2K +224 +19%
EP
3797
Essential Planning
New Hampshire
$302K +$27.2K +129 +10%
AFS
3798
Annapolis Financial Services
Maryland
$301K +$3.59K +17 +1%
KWA
3799
Kellett Wealth Advisors
Ohio
$300K +$32.7K +155 +12%
DB
3800
Dravo Bay
Delaware
$300K -$5.06K -24 -2%
150 151
152
153 154