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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 %
BC
4226
Bridgefront Capital
Texas
– -$536K -2,650 Closed
VAM
4227
Vienna Asset Management
California
– -$528K -2,611 Closed
USGIU
4228
U.S. Global Investors (USGI)
Texas
– -$526K -2,600 Closed
PP
4229
PDT Partners
New York
– -$497K -2,457 Closed
MWM
4230
Maripau Wealth Management
Indiana
– -$492K -2,431 Closed
FEG
4231
Financial Enhancement Group
Indiana
– -$496K -2,387 Closed
WFO
4232
Wealthgate Family Office
Colorado
– -$477K -2,360 Closed
HT
4233
Headlands Technologies
Illinois
– -$477K -2,357 Closed
JFG
4234
JMG Financial Group
Illinois
– -$408K -2,015 Closed
I
4235
InceptionR
California
– -$384K -1,898 Closed
OWMIAS
4236
One Wealth Management Investment & Advisory Services
Florida
– -$366K -1,811 Closed
IWP
4237
Innova Wealth Partners
Pennsylvania
– -$356K -1,760 Closed
DI
4238
Disciplined Investments
Oklahoma
– -$343K -1,697 Closed
MAM
4239
MMA Asset Management
Pennsylvania
– -$339K -1,675 Closed
WGCA
4240
Wolf Group Capital Advisors
Virginia
– -$337K -1,664 Closed
AFG
4241
AFS Financial Group
Maryland
– -$273K -1,349 Closed
A
4242
AJOVista
Massachusetts
– -$261K -1,291 Closed
BIM
4243
Bullseye Investment Management
Ohio
– -$255K -1,228 Closed
CBFP
4244
Cedar Brook Financial Partners
Ohio
– -$245K -1,213 Closed
PHM
4245
Prospect Hill Management
New Jersey
– -$233K -1,150 Closed
SPA
4246
Sentinel Pension Advisors
Massachusetts
– -$231K -1,140 Closed
TH
4247
Team Hewins
California
– -$223K -1,103 Closed
PCMH
4248
Polymer Capital Management (HK)
Hong Kong
– -$222K -1,100 Closed
CPP
4249
Capasso Planning Partners
South Carolina
– -$222K -1,099 Closed
CWA
4250
Capital Wealth Alliance
Arizona
– -$217K -1,074 Closed
167 168 169
170
171