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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 %
AWM
3826
Avondale Wealth Management
Texas
$290K – – –
HFF
3827
Halter Ferguson Financial
Indiana
$289K +$2.53K +12 +0.9%
LAM
3828
Lountzis Asset Management
Pennsylvania
$288K -$10.1K -48 -3%
ACA
3829
Ascension Capital Advisors
Texas
$287K – – –
MCIA
3830
Mountain Capital Investment Advisors
Colorado
$287K -$11.5K -48 -4%
MIM
3831
Meridiem Investment Management
United Kingdom
$287K +$228K +1,080 +386%
CA
3832
Cumberland Advisors
Florida
$285K -$33.7K -160 -11%
WH
3833
Whitcomb & Hess
Ohio
$284K -$22.1K -105 -7%
FWS
3834
FinDec Wealth Services
California
$283K +$15.4K +73 +6%
RAM
3835
Riggs Asset Management
Pennsylvania
$283K +$6.75K +32 +2%
JCM
3836
Jag Capital Management
Missouri
$281K -$89.6K -425 -24%
ICM
3837
Intrepid Capital Management
Florida
$280K +$10.5K +50 +4%
AWM
3838
Able Wealth Management
New Jersey
$280K +$63.5K +301 +29%
WWG
3839
West Wealth Group
California
$280K +$9.7K +46 +4%
PTCG
3840
Pring Turner Capital Group
California
$279K -$24.3K -115 -8%
CIAS
3841
CBIZ Investment Advisory Services
Ohio
$279K +$32.5K +154 +13%
MFS
3842
Madrona Financial Services
Washington
$279K +$7.17K +34 +3%
FWM
3843
Fortress Wealth Management
California
$277K -$3.16K -15 -1%
SMF
3844
Sterling Manor Financial
New York
$277K – – –
WPWM
3845
Western Pacific Wealth Management
Illinois
$277K – – –
HFS
3846
HBC Financial Services
Washington
$277K +$76.6K +342 +38%
JPLA
3847
Joseph P. Lucia & Associates
New York
$276K – – –
D
3848
Dentgroup
Louisiana
$276K +$422 +2 +0.2%
MHP
3849
Manatuck Hill Partners
Connecticut
$275K – – –
PFA
3850
Plotkin Financial Advisors
Maryland
$275K +$21.1K +100 +8%
152 153
154
155 156