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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 %
Group One Trading
4201
Group One Trading
Illinois
– -$3.37M -16,652 Closed
JWM
4202
Jessup Wealth Management
Ohio
– -$3.1M -15,321 Closed
KHLMTHM
4203
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
– -$2.6M -12,849 Closed
HT
4204
HAP Trading
New York
– -$2.4M -11,883 Closed
OHWA
4205
Oak Hill Wealth Advisors
Virginia
– -$2.32M -11,481 Closed
Capital Fund Management (CFM)
4206
Capital Fund Management (CFM)
France
– -$2.19M -10,825 Closed
MWM
4207
Mittelman Wealth Management
Massachusetts
– -$1.77M -8,737 Closed
SCM
4208
Steele Capital Management
Iowa
– -$1.7M -8,421 Closed
CA
4209
Crewe Advisors
Utah
– -$1.62M -8,013 Closed
SWS
4210
SYSTM Wealth Solutions
Illinois
– -$1.39M -6,888 Closed
DPIM
4211
Duff & Phelps Investment Management
Illinois
– -$1.34M -6,635 Closed
BCM
4212
Barden Capital Management
Texas
– -$1.22M -6,015 Closed
VI
4213
Versor Investments
New York
– -$1.15M -5,700 Closed
TWP
4214
Triad Wealth Partners
Kansas
– -$1.12M -5,536 Closed
EFP
4215
Elser Financial Planning
Indiana
– -$1.09M -5,374 Closed
SM
4216
Sciencast Management
New Jersey
– -$1.03M -5,107 Closed
WF
4217
Wayfinding Financial
Washington
– -$995K -4,922 Closed
SRSA
4218
S.R. Schill & Associates
Washington
– -$850K -4,204 Closed
TC
4219
TradeLink Capital
Illinois
– -$748K -3,700 Closed
IWA
4220
IBEX Wealth Advisors
New Jersey
– -$724K -3,582 Closed
NRD
4221
Nebula Research & Development
New York
– -$703K -3,475 Closed
KA
4222
Keene & Associates
Texas
– -$615K -3,041 Closed
AC
4223
Avenir Corporation
Virginia
– -$591K -2,924 Closed
AAM
4224
Ameraudi Asset Management
New York
– -$552K -2,728 Closed
T
4225
TCWP
Ohio
– -$543K -2,686 Closed
167 168
169
170 171