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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
3851
Act Wealth Management
Texas
$275K -$58.6K -278 -18%
VL
3852
Vima LLC
Michigan
$274K +$211 +1 +0.1%
PCC
3853
Park Circle Company
Maryland
$274K – – –
EW
3854
Enzi Wealth
Texas
$274K -$11.3K -51 -4%
GRA
3855
Golden Road Advisors
Florida
$274K -$843 -4 -0.3%
PPWM
3856
Perissos Private Wealth Management
Oklahoma
$273K -$48.5K -230 -15%
CWA
3857
Continuum Wealth Advisors
New York
$272K – – –
VR
3858
Valued Retirements
Texas
$272K +$20K +95 +8%
CA
3859
Crane Advisory
California
$272K – – –
EI
3860
EDMP Inc
Florida
$272K -$2.53K -12 -0.9%
FWA
3861
FOCUS Wealth Advisors
Texas
$271K – – –
EC
3862
Eaton-Cambridge
Arizona
$271K – – –
TFA
3863
Tobias Financial Advisors
Florida
$270K +$21.1K +100 +8%
SWA
3864
Strata Wealth Advisors
Texas
$270K +$16.2K +77 +6%
BF
3865
Brogan Financial
Tennessee
$269K +$20K +95 +8%
KCIC
3866
Kuhn & Co Investment Counsel
Illinois
$269K +$25.9K +123 +11%
VAM
3867
Verity Asset Management
North Carolina
$269K -$27.4K -130 -9%
UC
3868
Unio Capital
New Jersey
$268K – – –
PSC
3869
Prentiss Smith & Co
Vermont
$268K – – –
KFP
3870
Keystone Financial Planning
Ohio
$267K -$20.5K -97 -7%
HIS
3871
Horizon Investment Services
Indiana
$266K +$211 +1 +0.1%
SBCM
3872
Silverberg Bernstein Capital Management
New York
$264K -$41.1K -195 -13%
MLFP
3873
MPS Loria Financial Planners
Illinois
$264K -$83.7K -397 -24%
TFG
3874
Tilson Financial Group
New Jersey
$264K -$6.11K -29 -2%
Betterment LLC
3875
Betterment LLC
New York
$264K +$264K +1,252 New
153 154
155
156 157