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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 %
EG
2151
Ellerson Group
Maryland
$2.69M +$12.7K +60 +0.5%
FFA
2152
Fragasso Financial Advisors
Pennsylvania
$2.68M -$291K -1,378 -10%
PWC
2153
PYA Waltman Capital
Tennessee
$2.68M +$92.1K +437 +4%
CA
2154
Corrado Advisors
New Jersey
$2.68M -$119K -563 -4%
TWM
2155
Tradition Wealth Management
Minnesota
$2.68M +$116K +550 +5%
BB
2156
Burford Brothers
Texas
$2.67M +$8.43K +40 +0.3%
NCM
2157
Neumann Capital Management
California
$2.67M -$211K -1,000 -7%
PF
2158
Prosperitas Financial
California
$2.67M +$211K +1,003 +9%
AWA
2159
Acorn Wealth Advisors
Michigan
$2.67M +$210K +994 +9%
CA
2160
Continental Advisors
Utah
$2.66M -$527K -2,500 -17%
HWA
2161
Heritage Wealth Advisors
Virginia
$2.66M +$106K +502 +4%
HAG
2162
HF Advisory Group
Maryland
$2.66M +$153K +725 +6%
EBWM
2163
Eagle Bluffs Wealth Management
Missouri
$2.65M +$17.3K +82 +0.7%
GGA
2164
Granite Group Advisors
Connecticut
$2.65M -$417K -1,977 -14%
CA
2165
Cornerstone Advisory
Maryland
$2.65M +$32.7K +155 +1%
HNWAG
2166
High Net Worth Advisory Group
Florida
$2.64M -$114K -541 -4%
PBK
2167
Peoples Bank (Kansas)
Kansas
$2.64M -$1.05K -5 -0%
RAM
2168
Readystate Asset Management
Illinois
$2.64M +$2.64M +12,504 New
RWP
2169
Revolve Wealth Partners
New Jersey
$2.63M +$403K +1,912 +18%
MHIC
2170
Marble Harbor Investment Counsel
Massachusetts
$2.63M – – –
ILI
2171
Invesco LLC (Illinois)
Illinois
$2.63M +$26.1K +124 +1%
AGP
2172
Autumn Glory Partners
Texas
$2.63M +$482K +2,284 +22%
MCWA
2173
Meadow Creek Wealth Advisors
Georgia
$2.63M +$107K +507 +4%
BST
2174
Bath Savings Trust
Maine
$2.63M -$63.3K -300 -2%
RBFC
2175
Roman Butler Fullerton & Co
Missouri
$2.63M +$6.01K +27 +0.2%
85 86
87
88 89