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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
1
Fisher Asset Management
Washington
$3.54B
2
BlackRock
2
BlackRock
New York
$42.7B
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$923M
4
Ninety One (UK)
4
Ninety One (UK)
United Kingdom
$323M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$759M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$6.28B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$10.2B
3
APG Asset Management
3
APG Asset Management
Netherlands
$92.3M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$5.26B
5
Capital World Investors
5
Capital World Investors
California
$7.25B
Name Holding Trade Value Shares
Change 		Shares
Change %
APW
4126
Atlantic Private Wealth
North Carolina
$42.2K +$42.2K +200 New
BFP
4127
Briaud Financial Planning
Texas
$42K – – –
RCM
4128
Richardson Capital Management
Wisconsin
$40.5K – – –
CWA
4129
Carolina Wealth Advisors
South Carolina
$39.9K +$10.5K +50 +36%
CCMI
4130
Creative Capital Management Investments
California
$39.4K – – –
NECFA
4131
New England Capital Financial Advisors
Connecticut
$38K +$10.6K +50 +38%
WFA
4132
West Financial Advisors
Iowa
$36.9K +$36.9K +175 New
SFCL
4133
Strengthening Families & Communities LLC
Massachusetts
$35.9K -$5.49K -26 -13%
GJIA
4134
Glass Jacobson Investment Advisors
Maryland
$33.1K – – –
LWA
4135
Lowe Wealth Advisors
Maryland
$31.6K – – –
CIR
4136
Clear Investment Research
Georgia
$29.1K +$1.69K +8 +6%
NAAA
4137
New Age Alpha Advisors
New York
$27K +$16K +76 +146%
BIM
4138
Breakwater Investment Management
Washington
$26.8K -$17.9K -85 -40%
CCA
4139
Catalyst Capital Advisors
New York
$26.6K +$26.6K +126 New
SC
4140
Swan Capital
Florida
$26.4K – – –
CAM
4141
Clarity Asset Management
Iowa
$25.8K – – –
MS
4142
Mizuho Securities
Japan
$25.3K +$25.3K +120 New
MBFW
4143
Morton Brown Family Wealth
Pennsylvania
$24.4K +$211 +1 +0.9%
FCG
4144
Financial Connections Group
California
$22K -$33.1K -158 -60%
WCM
4145
Westend Capital Management
California
$21.5K +$11.6K +55 +117%
AWA
4146
Authentikos Wealth Advisory
California
$21.1K +$21.1K +100 New
GAG
4147
Goodman Advisory Group
Massachusetts
$19.6K – – –
ATC
4148
Advantage Trust Company
Kansas
$19K -$148K -700 -89%
CAM
4149
ClariVest Asset Management
California
$17.3K – – –
PS
4150
PayPay Securities
Japan
$13.9K +$7.17K +34 +106%
164 165
166
167 168