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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 %
FGA
4101
Fortis Group Advisors
New Jersey
$64.2K – – –
PPA
4102
Painted Porch Advisors
California
$62.9K – – –
HWM
4103
Horizons Wealth Management
North Carolina
$58.6K – – –
TVWM
4104
Tower View Wealth Management
Wisconsin
$57.9K +$421 +2 +0.7%
TLA
4105
Tanglewood Legacy Advisors
Texas
$57.6K – – –
BFA
4106
BBJS Financial Advisors
Washington
$55.9K – – –
TCM
4107
Tanaka Capital Management
New York
$55K -$6.48K -31 -11%
VF
4108
VitalStone Financial
Texas
$53.9K +$421 +2 +0.8%
ACM
4109
Anfield Capital Management
California
$53.8K +$17.9K +85 +50%
CMA
4110
Cedar Mountain Advisors
Oregon
$52.9K -$3.58K -17 -6%
MWA
4111
MFA Wealth Advisors
Pennsylvania
$52.1K – – –
LWMI
4112
Legacy Wealth Management (Idaho)
Idaho
$51.1K +$51.1K +212 New
LIS
4113
Legacy Investment Solutions
Idaho
$51.1K +$51.1K +212 New
BCCM
4114
Black Cypress Capital Management
Florida
$49.6K – – –
VWWMG
4115
Vermillion & White Wealth Management Group
Pennsylvania
$49.3K – – –
TWD
4116
True Wealth Design
Ohio
$49.3K -$21.1K -100 -30%
RWA
4117
Redmont Wealth Advisors
Illinois
$48.1K – – –
GIS
4118
Grayhawk Investment Strategies
Alberta, Canada
$46.8K – – –
PFG
4119
Peterson Financial Group
Iowa
$45.4K +$45.4K +215 New
WOC
4120
West Oak Capital
California
$45.1K -$474 -225 -1%
BMC
4121
Bear Mountain Capital
Washington
$44.9K -$22.2K -100 -33%
UIA
4122
Ulland Investment Advisors
Minnesota
$44K – – –
PWM
4123
Partnership Wealth Management
Maryland
$43.6K – – –
BFS
4124
Bare Financial Services
Pennsylvania
$42.8K – – –
KSWA
4125
Kathleen S. Wright Associates
Pennsylvania
$42.2K – – –
163 164
165
166 167