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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 %
JFG
4151
JDM Financial Group
Texas
$13.7K +$7.59K +36 +124%
YAL
4152
Your Advocates Ltd
Texas
$10.5K – – –
CJH
4153
Christopher J. Hasenberg
Wisconsin
$10.5K +$10.5K +50 New
LFA
4154
LGT Financial Advisors
Texas
$9.49K -$29.5K -140 -76%
AFWM
4155
Abich Financial Wealth Management
Virginia
$8.22K -$15K -71 -65%
PPWM
4156
PFG Private Wealth Management
Florida
$8.01K – – –
LP
4157
LMR Partners
United Kingdom
$7.38K +$7.38K +35 New
FWA
4158
FSC Wealth Advisors
New York
$6.54K – – –
DWA
4159
Delos Wealth Advisors
Texas
$6.33K -$28.5K -135 -82%
WFA
4160
Wells Financial Advisors
Massachusetts
$6.33K +$6.33K +30 New
KIG
4161
Kessler Investment Group
Indiana
$5.65K – – –
HWM
4162
HighMark Wealth Management
Minnesota
$5.27K +$5.27K +25 New
SWM
4163
Sanctuary Wealth Management
Idaho
$4.22K – – –
CJ
4164
Caitlin John
Michigan
$3.97K – – –
IA
4165
IFS Advisors
Kansas
$2.33K – – –
FGC
4166
Financial Gravity Companies
Texas
$633 +$633 +3 New
MFA
4167
McClarren Financial Advisors
Pennsylvania
$433 -$133 -333 -24%
CMP
4168
Coston McIsaac & Partners
Maine
$261 – – –
Norges Bank
4169
Norges Bank
Norway
– -$7.49B -37,055,325 Closed
GQG Partners
4170
GQG Partners
Florida
– -$214M -1,059,069 Closed
Two Sigma Advisers
4171
Two Sigma Advisers
New York
– -$187M -926,000 Closed
TPSF
4172
Texas Permanent School Fund
Texas
– -$96.2M -475,854 Closed
IMC Chicago
4173
IMC Chicago
Illinois
– -$91.3M -451,442 Closed
RCM
4174
Rokos Capital Management
United Kingdom
– -$58.2M -288,016 Closed
SW
4175
SVB Wealth
Massachusetts
– -$48M -237,508 Closed
165 166
167
168 169