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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 %
GSC
2026
G&S Capital
Colorado
$3.16M +$1.42M +6,717 +81%
HVP
2027
Hudson Value Partners
Florida
$3.16M +$6.75K +32 +0.2%
CFS
2028
Commonwealth Financial Services
West Virginia
$3.16M +$364K +1,756 +13%
UWPG
2029
Ullmann Wealth Partners Group
Florida
$3.16M +$971K +4,606 +44%
WCM
2030
Weaver Capital Management
Georgia
$3.15M -$72.5K -344 -2%
MA
2031
MONECO Advisors
Connecticut
$3.15M -$900K -4,267 -22%
LIA
2032
LS Investment Advisors
Michigan
$3.15M +$74.4K +353 +2%
WCM
2033
Weik Capital Management
Pennsylvania
$3.14M -$23.2K -110 -0.7%
ACM
2034
Accent Capital Management
Ohio
$3.13M +$1.43M +6,802 +84%
SN
2035
Sittner & Nelson
Oregon
$3.13M -$5.48K -26 -0.2%
SSA
2036
Schonfeld Strategic Advisors
New York
$3.13M -$646K -3,066 -17%
SPI
2037
Sutton Place Investors
New York
$3.13M +$50.6K +240 +2%
GI
2038
GS Investments
Minnesota
$3.12M – – –
BCFD
2039
Boit C.F. David
$3.12M – – –
FIM
2040
FWL Investment Management
Texas
$3.11M +$2.8M +13,290 +911%
AWM
2041
Angeles Wealth Management
California
$3.11M +$138K +656 +5%
CCFM
2042
Clear Creek Financial Management
Washington
$3.1M -$678K -3,216 -18%
AGWCA
2043
Annis Gardner Whiting Capital Advisors
Florida
$3.09M -$187K -886 -6%
CF
2044
Convergence Financial
Missouri
$3.09M +$332K +1,576 +12%
JHCP
2045
Jackson Hole Capital Partners
Oklahoma
$3.09M +$47.7K +226 +2%
LCWP
2046
Legacy Capital Wealth Partners
Arkansas
$3.08M +$1.53M +7,278 +99%
PCH
2047
PGIM Custom Harvest
New Jersey
$3.07M +$220K +1,045 +8%
KF
2048
Krilogy Financial
Missouri
$3.07M -$117K -557 -4%
EHWM
2049
Eads & Heald Wealth Management
Georgia
$3.06M -$257K -1,219 -8%
SP
2050
SWS Partners
Ohio
$3.06M -$1.52M -7,202 -33%
80 81
82
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