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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 %
SAM
3801
Satovsky Asset Management
New York
$300K +$54.8K +260 +22%
MFGP
3802
Marshall Financial Group (Pennsylvania)
Pennsylvania
$299K -$175K -829 -37%
FI
3803
FWG Investments
Kentucky
$297K +$53.4K +253 +22%
RK
3804
Rather & Kittrell
Tennessee
$297K +$8.01K +38 +3%
WCP
3805
Wick Capital Partners
Pennsylvania
$296K -$54K -256 -15%
HIF
3806
Hill Island Financial
Michigan
$295K -$54.2K -257 -16%
SSC
3807
Syverson Strege & Co
Iowa
$295K -$131K -620 -31%
NMM
3808
Naples Money Management
Florida
$295K +$4.22K +20 +1%
SIM
3809
Sterling Investment Management
Arizona
$295K – – –
YWM
3810
Yoder Wealth Management
California
$295K +$5.9K +28 +2%
ORI
3811
Oak Ridge Investments
Illinois
$294K +$11.8K +56 +4%
CWM
3812
CCG Wealth Management
California
$294K +$28.9K +137 +11%
MAM
3813
Mainsail Asset Management
Alabama
$294K – – –
CCC
3814
Chelsea Counsel Company
California
$294K -$148K -700 -33%
CFP
3815
Cypress Financial Planning
New Jersey
$294K +$69.6K +330 +31%
SC
3816
Sykon Capital
New York
$293K -$90.7K -430 -24%
PVAMC
3817
PPS&V Asset Management Consultants
Michigan
$293K +$211 +1 +0.1%
UWM
3818
USAdvisors Wealth Management
Minnesota
$293K -$29.5K -140 -9%
GCA
3819
Genesee Capital Advisors
New York
$292K +$292K +1,386 New
SA
3820
Sicart Associates
New York
$292K – – –
AWC
3821
Adamsbrown Wealth Consultants
Kansas
$292K +$5.27K +25 +2%
PWM
3822
Penobscot Wealth Management
Maine
$291K +$78.8K +373 +37%
TW
3823
Towerpoint Wealth
California
$291K – – –
DP
3824
DDD Partners
Washington
$291K +$76.1K +361 +35%
AA
3825
Acorns Advisers
California
$290K +$42.7K +202 +17%
151 152
153
154 155