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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 %
APW
4076
Acima Private Wealth
Virginia
$120K – – –
EFP
4077
EnRich Financial Partners
Wisconsin
$119K -$7.38K -35 -6%
DCM
4078
Davis Capital Management
Florida
$117K +$18.6K +88 +19%
HCM
4079
Horrell Capital Management
Arkansas
$115K – – –
CWM
4080
Cedar Wealth Management
California
$113K – – –
TCG
4081
Transcendent Capital Group
Oklahoma
$113K – – –
MFT
4082
Moisand Fitzgerald Tamayo
Florida
$109K -$41.1K -195 -27%
SCA
4083
Stuart Chaussee & Associates
California
$106K +$211 +1 +0.2%
AAG
4084
Accordant Advisory Group
Maryland
$106K +$211 +1 +0.2%
CCM
4085
Cutler Capital Management
Massachusetts
$105K – – –
BHWM
4086
Bay Harbor Wealth Management
Maryland
$103K +$11.4K +54 +12%
HC
4087
Hoese & Co
Minnesota
$102K – – –
HFS
4088
Horizon Financial Services
North Carolina
$102K – – –
MSWM
4089
Mowery & Schoenfeld Wealth Management
Illinois
$102K +$9.07K +43 +10%
RFG
4090
REAP Financial Group
Texas
$101K +$28.7K +136 +40%
SRCM
4091
Signature Resources Capital Management
California
$100K -$2.53K -12 -2%
MWA
4092
Miller Wealth Advisors
Colorado
$96.5K – – –
NA
4093
Nordwand Advisors
Pennsylvania
$92.6K – – –
TPW
4094
Talon Private Wealth
Florida
$91.3K +$91.3K +433 New
RI
4095
Ridgewood Investments
New Jersey
$91K -$422 -2 -0.5%
RTL
4096
Red Tortoise LLC
Georgia
$86.6K +$211 +1 +0.2%
DPW
4097
DiNuzzo Private Wealth
Pennsylvania
$84.8K +$843 +4 +1%
MAM
4098
Marquette Asset Management
Minnesota
$84.3K – – –
PA
4099
Pineridge Advisors
Missouri
$73.6K -$15K -71 -17%
RF
4100
Robbins Farley
New Hampshire
$73K +$3.59K +17 +5%
162 163
164
165 166