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JPMorgan Chase
JPM

Overview Fund Activity

4,167 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, 1,849 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,167
Holders Change
+33
Holders Change %
+0.8%
% of All Funds
60.27%
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
1,849
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
+$853M
2
BlackRock
BlackRock
New York
+$787M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$535M
4
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$323M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$301M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.29B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.01B
3
APG Asset Management
APG Asset Management
Netherlands
-$682M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$636M
5
Capital World Investors
Capital World Investors
California
-$497M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
1476
Argyle Capital Management
Pennsylvania
$6.23M -$178K -846 -3%
ANB
1477
Amarillo National Bank
Texas
$6.22M +$14.5K +69 +0.2%
CT
1478
Clearstead Trust
Maine
$6.21M +$63.9K +303 +1%
BWG
1479
Berry Wealth Group
Texas
$6.21M +$45.5K +216 +0.7%
CWAG
1480
Compton Wealth Advisory Group
Virginia
$6.21M +$123K +582 +2%
SPG
1481
Strategic Planning Group
Utah
$6.21M +$279K +1,323 +5%
PCM
1482
Patient Capital Management
Maryland
$6.2M -$26.7M -126,593 -81%
WIM
1483
WealthPlan Investment Management
Nebraska
$6.18M +$926K +4,393 +18%
9WM
1484
9258 Wealth Management
Ohio
$6.18M -$196K -930 -3%
EBT
1485
Enterprise Bank & Trust
Massachusetts
$6.17M +$25.7K +122 +0.4%
GWMR
1486
GC Wealth Management RIA
Massachusetts
$6.16M +$1.87M +8,856 +44%
CAM
1487
Covenant Asset Management
New Jersey
$6.15M -$82.9K -393 -1%
FWM
1488
Fairhaven Wealth Management
Illinois
$6.15M -$3.37K -16 -0.1%
IWA
1489
Invera Wealth Advisors
Oregon
$6.14M -$255K -1,077 -4%
LFA
1490
Lauterbach Financial Advisors
Texas
$6.13M – – –
MCM
1491
MV Capital Management
Maryland
$6.11M +$60.3K +286 +1%
SIP
1492
Stoneridge Investment Partners
Pennsylvania
$6.11M +$1.65M +7,819 +37%
BL
1493
BFSG LLC
California
$6.1M -$105K -496 -2%
MIM
1494
MTM Investment Management
South Carolina
$6.1M -$211 -1 -0%
ESB
1495
Essex Savings Bank
Connecticut
$6.09M +$605K +2,868 +11%
AW
1496
Atlas Wealth
Ohio
$6.09M -$6.16M -29,221 -50%
MBT
1497
Montecito Bank & Trust
California
$6.06M +$443K +2,102 +8%
SFS
1498
Strategic Financial Services
New York
$6.06M +$52.7K +250 +0.9%
OPW
1499
Osprey Private Wealth
New York
$6.06M +$6.06M +28,725 New
RA
1500
RFG Advisory
Alabama
$6.06M -$611K -2,899 -9%
58 59
60
61 62