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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 %
OCFG
3976
O'Connor Financial Group
Illinois
$224K +$2.11K +10 +0.9%
LSC
3977
Lesa Sroufe & Co
Washington
$224K – – –
RPA
3978
Rock Point Advisors
Vermont
$224K -$13.1K -62 -6%
NWWA
3979
New Wave Wealth Advisors
Arkansas
$223K – – –
SF
3980
SWP Financial
California
$223K +$6.12K +29 +3%
HOWA
3981
Heritage Oak Wealth Advisors
Florida
$223K +$223K +1,059 New
NOI
3982
Newton One Investments
Delaware
$223K +$1.27K +6 +0.6%
WAM
3983
WFA Asset Management
Wisconsin
$223K +$1.05K +5 +0.5%
EAM
3984
Everstar Asset Management
North Carolina
$222K +$222K +1,054 New
CFM
3985
Comprehensive Financial Management
California
$222K – – –
E3F
3986
Eight 31 Financial
Texas
$221K -$16K -76 -7%
WFA
3987
Wade Financial Advisory
California
$220K – – –
PSP
3988
Pacific Sage Partners
Washington
$220K – – –
CA
3989
Claris Advisors
Missouri
$219K +$219K +1,040 New
SFC
3990
Strategic Financial Concepts
Texas
$219K -$40.1M -189,911 -99%
LAM
3991
Lifestyle Asset Management
Texas
$219K -$19.2K -91 -8%
BA
3992
Bellwether Advisors
Nebraska
$218K +$218K +1,035 New
RIG
3993
Renaissance Investment Group
Massachusetts
$218K – – –
VPWA
3994
Vestia Personal Wealth Advisors
Indiana
$218K +$218K +1,033 New
IAA
3995
Ironsides Asset Advisors
North Carolina
$217K +$217K +1,031 New
RRCM
3996
Rappaport Reiches Capital Management
Illinois
$217K +$3.59K +17 +2%
VI
3997
VanderPol Investments
Michigan
$217K +$7.17K +34 +3%
KLI
3998
Kelman-Lazarov Inc
Tennessee
$216K – – –
CCM
3999
Carlson Capital Management
Minnesota
$216K -$4.85K -23 -2%
ACM
4000
Alamar Capital Management
California
$215K – – –
158 159
160
161 162