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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 %
KC
4026
Kades & Cheifetz
Pennsylvania
$205K +$205K +972 New
SFM
4027
Stack Financial Management
Montana
$205K +$205K +971 New
UOTTAIMCU
4028
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$205K -$1.06M -5,018 -84%
W
4029
WealthCollab
Washington
$204K – – –
DCM
4030
Dimension Capital Management
Florida
$204K -$136K -643 -40%
KA
4031
Kure Advisory
Minnesota
$204K +$204K +968 New
LIA
4032
LifePlan Investment Advisors
North Carolina
$204K +$204K +967 New
CI
4033
Carroll Investors
South Carolina
$201K +$201K +956 New
WCM
4034
Wealthcare Capital Management
Virginia
$201K +$201K +953 New
CPW
4035
Crestmont Private Wealth
Texas
$201K +$201K +951 New
TCCM
4036
Timber Creek Capital Management
Massachusetts
$200K – – –
TCFP
4037
Treasure Coast Financial Planning
Florida
$200K +$200K +950 New
MWM
4038
Magnolia Wealth Management
Alabama
$200K +$200K +949 New
MMC
4039
Mizuho Markets Cayman
Cayman Islands
$197K -$2.11K -10 -1%
MSG
4040
Main Street Group
Virginia
$196K +$102K +484 +109%
SCA
4041
Sander Capital Advisors
Washington
$195K +$25.3K +120 +15%
CPG
4042
Cornerstone Planning Group
New Jersey
$195K -$6.24K -28 -3%
MB
4043
Mizuho Bank
Japan
$194K – – –
VIA
4044
Virtus Investment Advisers
Connecticut
$194K – – –
WOSD
4045
WFA of San Diego
California
$193K – – –
FG
4046
Fairman Group
Pennsylvania
$190K – – –
FAM
4047
Flaharty Asset Management
Florida
$184K +$184K +874 New
VWA
4048
Valued Wealth Advisors
Utah
$184K -$1.48K -7 -0.8%
FA
4049
Financial Avengers
California
$183K +$9.07K +43 +5%
MIM
4050
Macroview Investment Management
Maryland
$183K +$2.53K +12 +1%
160 161
162
163 164