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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 %
QWM
1801
Quadcap Wealth Management
Texas
$4.18M +$24.5K +116 +0.6%
RZH
1802
Relyea Zuckerberg Hanson
Connecticut
$4.18M -$58.6K -278 -1%
BWM
1803
Bulltick Wealth Management
Florida
$4.18M +$4.18M +19,810 New
VCM
1804
Violich Capital Management
California
$4.17M +$21.1K +100 +0.5%
IP
1805
Intellectus Partners
California
$4.17M +$105K +500 +3%
LI
1806
LRI Investments
Florida
$4.17M +$2.76M +26,529 +195%
SWM
1807
Sculati Wealth Management
Michigan
$4.16M -$58.8K -279 -1%
PCM
1808
Poehling Capital Management
Wisconsin
$4.16M -$77K -365 -2%
PFA
1809
Pure Financial Advisors
California
$4.16M -$295K -1,400 -7%
AWE
1810
Avidian Wealth Enterprises
Texas
$4.15M -$6.96K -33 -0.2%
PPWP
1811
Proquility Private Wealth Partners
Nevada
$4.15M -$202K -960 -5%
AM
1812
Account Management
Massachusetts
$4.15M -$432K -2,050 -9%
GIM
1813
Guardian Investment Management
California
$4.14M -$5.27K -25 -0.1%
IIC
1814
Integrated Investment Consultants
Michigan
$4.13M +$2.25M +21,819 +119%
CCA
1815
Cobblestone Capital Advisors
New York
$4.13M -$9.07K -43 -0.2%
RDFA
1816
Ritter Daniher Financial Advisory
Ohio
$4.13M -$20.2K -96 -0.5%
VFA
1817
Voya Financial Advisors
Connecticut
$4.12M +$338K +1,605 +9%
RWM
1818
RKL Wealth Management
Pennsylvania
$4.11M +$43.6K +207 +1%
JSL
1819
JT Stratford LLC
Georgia
$4.11M +$210K +997 +5%
OC
1820
Opinicus Capital
Florida
$4.11M +$14.3K +68 +0.4%
ODG
1821
O'Dell Group
Ohio
$4.1M -$37.1K -176 -0.9%
MFA
1822
Mayflower Financial Advisors
Massachusetts
$4.09M +$55K +261 +1%
GLA
1823
Good Life Advisors
Pennsylvania
$4.08M +$284K +1,348 +7%
HCM
1824
Huber Capital Management
California
$4.08M – – –
1WA
1825
180 Wealth Advisors
Washington
$4.08M -$55K -261 -1%
71 72
73
74 75