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JPMorgan Chase
JPM

Overview Fund Activity

4,166 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, 1,848 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,166
Holders Change
+33
Holders Change %
+0.8%
% of All Funds
60.26%
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
1,848
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 %
PIWA
3926
Prevail Innovative Wealth Advisors
Kansas
$242K +$242K +1,150 New
VSQM
3927
V-Square Quantitative Management
Illinois
$241K – – –
AFO
3928
Arrowroot Family Office
California
$241K -$14.8K -70 -6%
AA
3929
Aufman Associates
Pennsylvania
$241K +$241K +1,141 New
B
3930
Bellecapital
Switzerland
$240K +$240K +1,140 New
CWMS
3931
Cannon Wealth Management Services
North Carolina
$240K +$240K +1,138 New
LGW
3932
Leslie Global Wealth
Illinois
$240K +$240K +1,138 New
MCM
3933
MontVue Capital Management
Virginia
$240K -$24.5K -116 -9%
EIA
3934
Eastover Investment Advisors
North Carolina
$239K – – –
BMMM
3935
Boston Mountain Money Management
Arkansas
$239K +$239K +1,133 New
CIA
3936
Caerus Investment Advisors
Texas
$239K – – –
PWA
3937
PCG Wealth Advisors
Kansas
$239K +$239K +1,133 New
CWP
3938
Corepath Wealth Partners
Arizona
$238K +$21K +95 +10%
IWS
3939
Integrity Wealth Solutions
Colorado
$238K +$238K +1,129 New
SHIM
3940
Stone House Investment Management
Pennsylvania
$238K -$3.16K -15 -1%
WWM
3941
Wiser Wealth Management
Georgia
$236K +$18.3K +87 +8%
AAM
3942
Auxier Asset Management
Oregon
$235K -$4.64K -22 -2%
OWM
3943
Orgel Wealth Management
Wisconsin
$235K +$7.59K +36 +3%
SCM
3944
Stonehearth Capital Management
Massachusetts
$235K -$6.75K -32 -3%
PWP
3945
Parkwoods Wealth Partners
New York
$234K +$234K +1,110 New
DWAM
3946
Duncan Williams Asset Management
Tennessee
$234K +$234K +1,109 New
Eagle Capital Management (New York)
3947
Eagle Capital Management (New York)
New York
$234K – – –
FSWA
3948
Financial Synergies Wealth Advisors
Texas
$234K +$234K +1,108 New
JSA
3949
Jim Saulnier & Associates
Colorado
$234K +$234K +1,108 New
MPW
3950
MA Private Wealth
California
$234K +$3.16K +15 +1%
156 157
158
159 160