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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 %
SW
1751
StrongBox Wealth
Missouri
$4.44M +$184K +874 +4%
ARC
1752
Advisor Resource Council
Texas
$4.43M +$4.43M +21,000 New
SF
1753
Symphony Financial
Texas
$4.43M +$265K +1,262 +6%
DMKJ
1754
David M. Knott Jr
$4.43M – – –
BHB
1755
Bank Hapoalim BM
Israel
$4.42M -$350K -1,662 -7%
ACS
1756
Archford Capital Strategies
Illinois
$4.41M -$138K -622 -3%
1WM
1757
1900 Wealth Management
Texas
$4.4M -$901K -4,274 -17%
FM
1758
Family Management
New York
$4.4M +$199K +944 +5%
RCWM
1759
Royal Capital Wealth Management
Indiana
$4.39M -$10.3K -49 -0.2%
AI
1760
Accredited Investors
Minnesota
$4.39M +$1.4M +6,627 +47%
LJAC
1761
L.J. Altfest & Co
New York
$4.39M -$42.2K -200 -1%
CIP
1762
Convergence Investment Partners
Florida
$4.38M -$164K -777 -4%
CT
1763
Coastline Trust
Rhode Island
$4.38M -$1.14M -5,395 -21%
DC
1764
DeDora Capital
California
$4.37M -$13.5K -64 -0.3%
NG
1765
Norden Group
Utah
$4.37M +$835K +3,962 +24%
WI
1766
WrapManager Inc
California
$4.36M +$213K +1,010 +5%
MGWM
1767
Marks Group Wealth Management
Minnesota
$4.35M -$45.1K -214 -1%
CI
1768
CX Institutional
Indiana
$4.35M -$295K -1,397 -6%
RGI
1769
River Global Investors
United Kingdom
$4.34M +$156K +740 +4%
LCM
1770
Laurion Capital Management
New York
$4.34M -$1.55M -7,373 -26%
NWM
1771
Northcape Wealth Management
New York
$4.34M -$61.4K -291 -1%
RFA
1772
Resurgent Financial Advisors
Georgia
$4.33M +$44.3K +210 +1%
LAM
1773
L2 Asset Management
Massachusetts
$4.32M -$129K -613 -3%
SMH
1774
Sanders Morris Harris
Texas
$4.32M – – –
EWM
1775
Evermay Wealth Management
Virginia
$4.32M -$158K -751 -4%
69 70
71
72 73