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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
$3.54B
2
BlackRock
BlackRock
New York
$42.7B
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$923M
4
Ninety One (UK)
Ninety One (UK)
United Kingdom
$323M
5
VOYA Investment Management
VOYA Investment Management
Georgia
$759M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$6.28B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$10.2B
3
APG Asset Management
APG Asset Management
Netherlands
$92.3M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$5.26B
5
Capital World Investors
Capital World Investors
California
$7.25B
Name Holding Trade Value Shares
Change 		Shares
Change %
TWP
4001
TFO Wealth Partners
Ohio
$215K +$215K +1,018 New
CCAL
4002
City Center Advisors LLC
Michigan
$214K -$1.27K -6 -0.6%
MA
4003
MAS Advisors
Florida
$213K – – –
SFO
4004
Standard Family Office
South Dakota
$213K – – –
LC
4005
Lavaca Capital
Texas
$212K – – –
CIC
4006
Chase Investment Counsel
Virginia
$212K +$212K +1,006 New
SCM
4007
Stonebridge Capital Management
California
$211K – – –
WRM
4008
Weybosset Research & Management
Rhode Island
$211K +$211K +1,000 New
SWM
4009
StoneCrest Wealth Management
Arizona
$211K – – –
BAM
4010
BOCHK Asset Management
Hong Kong
$211K – – –
BT
4011
Brandywine Trust
Delaware
$211K – – –
WCM
4012
Windward Capital Management
California
$211K +$211K +1,000 New
NHFG
4013
New Harbor Financial Group
Massachusetts
$211K +$211K +1,000 New
UI
4014
Unconventional Investor
New Hampshire
$210K +$210K +996 New
PP
4015
PrairieView Partners
Minnesota
$210K – – –
AWM
4016
AAF Wealth Management
Massachusetts
$209K -$8.22K -39 -4%
FWM
4017
Fonville Wealth Management
Virginia
$209K +$209K +989 New
WCF
4018
West Coast Financial
California
$209K – – –
OBWP
4019
O'Brien Wealth Partners
Massachusetts
$208K -$5.9K -28 -3%
DCM
4020
DGS Capital Management
New Jersey
$208K +$208K +988 New
FPW
4021
Flagship Private Wealth
Massachusetts
$207K +$207K +983 New
JWM
4022
Jackson Wealth Management
Florida
$207K -$2.74K -13 -1%
PA
4023
Planning Alternatives
Michigan
$206K -$6.96K -33 -3%
PP
4024
PFS Partners
New Jersey
$206K -$10.3K -49 -5%
CWM
4025
CMH Wealth Management
New Hampshire
$205K +$205K +974 New
159 160
161
162 163