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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 %
4WM
3951
4J Wealth Management
Virginia
$233K -$31.6K -150 -12%
AWP
3952
Avid Wealth Partners
Texas
$232K – – –
HI
3953
Human Investing
Oregon
$232K +$232K +1,098 New
2L
3954
25 LLC
Missouri
$230K +$10.1K +48 +5%
SWP
3955
ShoreHaven Wealth Partners
New Jersey
$230K +$3.8K +18 +2%
GFP
3956
Guardian Financial Partners
California
$229K +$229K +1,088 New
AIA
3957
Accelerate Investment Advisors
California
$229K +$229K +1,086 New
HWMC
3958
Heritage Wealth Management (California)
California
$228K -$844 -4 -0.4%
PFG
3959
Pinnacle Financial Group
Illinois
$228K -$7.17K -34 -3%
HF
3960
Halpern Financial
Virginia
$228K -$20.7K -100 -8%
BCAM
3961
Boston Common Asset Management
Massachusetts
$228K -$211 -1 -0.1%
LL
3962
LPWM LLC
Minnesota
$228K – – –
RWM
3963
Revisor Wealth Management
Ohio
$227K +$227K +1,078 New
TCM
3964
Tradewinds Capital Management
Washington
$227K +$1.69K +8 +0.7%
LPP
3965
Life Planning Partners
Florida
$227K – – –
AC
3966
Annandale Capital
Texas
$227K – – –
W
3967
WPWealth
Texas
$227K -$22.3K -106 -9%
EFN
3968
Equita Financial Network
Pennsylvania
$226K +$226K +1,070 New
CPWM
3969
Cypress Point Wealth Management
Texas
$226K -$19.6K -93 -8%
IWP
3970
IAG Wealth Partners
Wisconsin
$226K – – –
CWMGP
3971
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$226K +$422 +2 +0.2%
EP
3972
EPIQ Partners
Minnesota
$225K – – –
NERM
3973
New England Research & Management
Illinois
$225K – – –
TPCM
3974
Templeton & Phillips Capital Management
Tennessee
$225K – – –
PA
3975
Parkside Advisors
California
$224K – – –
157 158
159
160 161