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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 %
AC
3901
AWM Capital
Arizona
$252K +$15K +71 +6%
ACP
3902
Arcus Capital Partners
Georgia
$252K +$844 +4 +0.3%
IW
3903
Instrumental Wealth
Florida
$251K +$7.53K +34 +3%
ETS
3904
ESL Trust Services
New York
$251K -$17.9K -85 -7%
AFS
3905
AFG Fiduciary Services
Massachusetts
$251K -$2.22K -10 -0.9%
SC
3906
Scholtz & Company
Connecticut
$251K +$251K +1,191 New
ZRP
3907
Zynergy Retirement Planning
New Jersey
$251K -$21.1K -100 -8%
KFG
3908
Kingdom Financial Group
Arizona
$250K -$843 -4 -0.3%
QWM
3909
Quaker Wealth Management
New Jersey
$249K +$249K +1,183 New
SCM
3910
Saxony Capital Management
Missouri
$249K -$2.95K -14 -1%
CFSG
3911
Clark Financial Services Group
Missouri
$249K +$249K +1,181 New
AWM
3912
Arista Wealth Management
Nevada
$248K – – –
AC
3913
AIFG Consultants
New York
$248K +$422 +2 +0.2%
CIM
3914
Corbyn Investment Management
Maryland
$247K -$3.37K -16 -1%
BI
3915
Beckerman Institutional
New Jersey
$247K +$247K +1,172 New
OR
3916
Olympiad Research
Connecticut
$246K +$20.9K +99 +9%
BAWM
3917
Bennett Associates Wealth Management
Pennsylvania
$246K +$14.5K +69 +6%
PSIWM
3918
Paradigm Strategies in Wealth Management
Minnesota
$246K -$9.49K -45 -4%
CSIA
3919
Conrad Siegel Investment Advisors
Pennsylvania
$245K +$36.1K +171 +17%
PFA
3920
Petra Financial Advisors
Colorado
$245K +$34.8K +165 +17%
ARG
3921
Advisory Resource Group
Oklahoma
$244K – – –
ECAM
3922
East Coast Asset Management
Massachusetts
$244K – – –
IHWM
3923
Iron Horse Wealth Management
Iowa
$244K +$165K +780 +208%
SWP
3924
Significant Wealth Partners
Illinois
$243K -$10.1K -48 -4%
GWA
3925
Geometric Wealth Advisors
District of Columbia
$243K – – –
155 156
157
158 159