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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 %
OWA
1776
Octavia Wealth Advisors
Ohio
$4.32M -$865K -4,103 -17%
BFA
1777
Beaumont Financial Advisors
Massachusetts
$4.31M +$3.16K +15 +0.1%
JE
1778
JMAC Enterprises
Pennsylvania
$4.3M +$53.6K +254 +1%
BWM
1779
BCGM Wealth Management
Indiana
$4.3M +$64.7K +307 +2%
BLC
1780
Brown, Lisle/Cummings
Rhode Island
$4.3M -$32.5K -154 -0.7%
ZIG
1781
Zullo Investment Group
Pennsylvania
$4.3M -$20.9K -99 -0.5%
FMTCOCP
1782
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4.3M -$63.7K -302 -1%
CCWM
1783
Cassaday & Co Wealth Management
Virginia
$4.28M +$61.2K +290 +1%
AW
1784
Apricus Wealth
South Carolina
$4.28M -$110K -520 -2%
WP
1785
WMS Partners
Maryland
$4.28M +$26.1K +124 +0.6%
MC
1786
Mirabaud & Cie
Switzerland
$4.27M -$14.5K -69 -0.3%
AIM
1787
Acropolis Investment Management
Missouri
$4.27M +$29.3K +139 +0.7%
WA
1788
Wasatch Advisors
Utah
$4.26M -$382K -1,810 -8%
MCM
1789
Manchester Capital Management
Vermont
$4.26M -$2.32K -11 -0.1%
SF
1790
Slagle Financial
Illinois
$4.26M +$358K +1,699 +9%
Edgewood Management
1791
Edgewood Management
Connecticut
$4.25M -$275K -1,306 -6%
PIP
1792
Peachtree Investment Partners
Florida
$4.25M -$72.3K -343 -2%
FAIM
1793
Financial Advocates Investment Management
Washington
$4.25M -$74.9K -355 -2%
CA
1794
Continuum Advisory
Idaho
$4.24M +$70.9K +293 +2%
NIP
1795
Nicholas Investment Partners
California
$4.21M – – –
WAM
1796
Weiss Asset Management
Massachusetts
$4.21M +$4.21M +19,965 New
NW
1797
Naviter Wealth
Arkansas
$4.2M -$256K -1,212 -6%
FWM
1798
Finer Wealth Management
Massachusetts
$4.2M -$65.8K -312 -2%
PAG
1799
Private Advisory Group
Washington
$4.19M +$3.81M +18,055 +995%
AIC
1800
Argus Investors Counsel
New York
$4.19M -$500K -2,373 -11%
70 71
72
73 74