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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 %
OIA
2126
Optimum Investment Advisors
Illinois
$2.77M -$43.4K -206 -2%
KAS
2127
KPP Advisory Services
Kentucky
$2.77M +$21.9K +104 +0.8%
HWP
2128
Highline Wealth Partners
California
$2.76M +$1.17M +5,565 +74%
CIM
2129
Chapman Investment Management
California
$2.75M – – –
TIA
2130
Traphagen Investment Advisors
New Jersey
$2.75M +$23.8K +113 +0.9%
QC
2131
Quent Capital
New York
$2.75M +$53.8K +255 +2%
CMANY
2132
Capital Management Associates (New York)
New York
$2.75M -$13.7K -65 -0.5%
NPF
2133
Norris Perne & French
Michigan
$2.75M +$417K +1,979 +18%
GKWIM
2134
Gerber Kawasaki Wealth & Investment Management
California
$2.74M -$60.7K -288 -2%
UM
2135
Ulysses Management
New York
$2.74M +$211K +1,000 +8%
MUAMU
2136
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$2.74M -$2.11M -10,000 -43%
USB
2137
Union Savings Bank
Connecticut
$2.73M +$16K +76 +0.6%
SEEDPG
2138
S.E.E.D. Planning Group
New York
$2.73M -$95.3K -452 -3%
LWP
2139
LMG Wealth Partners
Louisiana
$2.73M -$51.9K -246 -2%
FTIS
2140
First Trust Investment Solutions
Florida
$2.73M -$3.99M -18,939 -59%
NHC
2141
Nicholas Hoffman & Company
Georgia
$2.72M +$5.06K +24 +0.2%
MPA
2142
Marvin & Palmer Associates
Delaware
$2.72M +$2.72M +12,894 New
SEP
2143
Southland Equity Partners
Missouri
$2.71M +$522K +2,475 +24%
FWP
2144
Falcon Wealth Planning
California
$2.71M +$7.38K +35 +0.3%
VNA
2145
Valley National Advisers
Pennsylvania
$2.71M -$2.59M -12,309 -49%
WHC
2146
Wulff, Hansen & Co
California
$2.71M -$211K -1,000 -7%
MA
2147
MCF Advisors
Kentucky
$2.71M +$12.9K +61 +0.5%
QWP
2148
Quotient Wealth Partners
Texas
$2.71M +$15.8K +75 +0.6%
GWM
2149
Greenwich Wealth Management
Connecticut
$2.69M +$12.9K +61 +0.5%
SWMP
2150
Signature Wealth Management Partners
New Jersey
$2.69M -$207K -983 -7%
84 85
86
87 88