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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 %
SCA
3876
Scott Capital Advisors
Oregon
$264K -$8.86K -42 -3%
BBNB
3877
Baker Boyer National Bank
Washington
$263K -$3.8K -18 -1%
GCM
3878
G2 Capital Management
Ohio
$263K +$211 +1 +0.1%
AGDI
3879
Absolute Gestao de Investimentos
Brazil
$261K -$54.8K -260 -17%
HSWM
3880
Hubbell Strickland Wealth Management
Louisiana
$261K +$633 +3 +0.2%
OAJ
3881
Ogorek Anthony Joseph
New York
$261K +$13K +62 +5%
CPA
3882
Clear Point Advisors
New York
$261K +$422 +2 +0.2%
FWM
3883
FMB Wealth Management
California
$261K – – –
WFP
3884
Wrenne Financial Planning
Kentucky
$260K +$34.8K +165 +15%
AP
3885
Aspect Partners
Virginia
$257K -$4.64K -22 -2%
BA
3886
Ballew Advisors
Mississippi
$257K +$33.5K +157 +15%
QCIG
3887
Quad-Cities Investment Group
Iowa
$256K -$34.8K -165 -12%
FCC
3888
Flower City Capital
New York
$255K -$25.3K -120 -9%
AAS
3889
Asset Allocation Strategies
Michigan
$255K -$12.2K -58 -5%
HA
3890
Hanover Advisors
South Carolina
$255K – – –
PC
3891
Prairiewood Capital
North Dakota
$255K – – –
EE
3892
EWG Elevate
California
$255K +$11.8K +56 +5%
HWA
3893
Hilltop Wealth Advisors
North Carolina
$254K +$8.65K +41 +4%
RDIA
3894
RE Dickinson Investment Advisors
Iowa
$254K – – –
FWSM
3895
First Wilshire Securities Management
California
$254K -$1.27K -6 -0.5%
TFA
3896
TPG Financial Advisors
Oregon
$254K +$15.4K +73 +6%
FWM
3897
Foguth Wealth Management
Michigan
$253K -$75.4K -358 -23%
PWA
3898
Prairie Wealth Advisors
Nebraska
$253K +$26.6K +126 +12%
CC
3899
Capstone Capital
Nevada
$253K -$1.05K -5 -0.4%
TLFA
3900
True Link Financial Advisors
California
$253K +$27.6K +131 +12%
154 155
156
157 158