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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 %
BCM
2201
Bayesian Capital Management
New York
$2.53M +$2.53M +11,975 New
BSTWA
2202
Blake Schutter Theil Wealth Advisors
Ohio
$2.52M +$2.52M +11,971 New
TCM
2203
Teza Capital Management
Illinois
$2.52M +$140K +666 +6%
CP
2204
Canopy Partners
Ohio
$2.52M +$185K +877 +8%
KNW
2205
Kesler Norman & Wride
Utah
$2.51M -$758K -3,597 -23%
AC
2206
Aldebaran Capital
Indiana
$2.51M – – –
WA
2207
WBH Advisory
Maryland
$2.51M -$15.2K -72 -0.6%
BWP
2208
BSW Wealth Partners
Colorado
$2.51M +$231K +1,095 +10%
AA
2209
Advisory Alpha
Michigan
$2.51M +$154K +730 +7%
AF
2210
Aviso Financial
Ontario, Canada
$2.5M +$332K +1,575 +15%
WA
2211
Waddell & Associates
Tennessee
$2.5M +$1.9K +9 +0.1%
OP
2212
ORG Partners
Indiana
$2.5M -$433K -2,051 -15%
DI
2213
DAGCO Inc
Ohio
$2.5M +$633 +3 +0%
FFG
2214
Fortem Financial Group
California
$2.5M -$588K -2,787 -19%
CWA
2215
Canvas Wealth Advisors
Kansas
$2.49M +$295K +1,399 +13%
SFG
2216
Shum Financial Group
California
$2.49M +$2.49M +11,257 New
KSB
2217
Kennebec Savings Bank
Maine
$2.49M +$2.49M +11,821 New
AFC
2218
AFT Forsyth & Company
Florida
$2.49M -$45.3K -215 -2%
CCWA
2219
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.49M +$2.49M +11,793 New
CRWM
2220
Castle Rock Wealth Management
California
$2.48M -$17.3K -82 -0.7%
CFA
2221
Camarda Financial Advisors
Florida
$2.48M -$74.6K -354 -3%
BC
2222
Belmont Capital
California
$2.48M -$1.1M -5,198 -31%
IWM
2223
Iams Wealth Management
Nebraska
$2.48M +$83.3K +395 +3%
HCM
2224
Highview Capital Management
Illinois
$2.47M +$95.7K +454 +4%
HCM
2225
HMS Capital Management
Tennessee
$2.47M +$27.2K +129 +1%
87 88
89
90 91