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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 %
FA
2251
Faithward Advisors
Pennsylvania
$2.38M -$115K -546 -5%
NFA
2252
Northern Financial Advisors
Michigan
$2.38M +$42.8K +203 +2%
BWA
2253
Blodgett Wealth Advisors
California
$2.37M +$42.8K +203 +2%
CIC
2254
Cornercap Investment Counsel
Georgia
$2.37M -$3.54M -16,789 -60%
WMP
2255
Wealth Management Partners
Arizona
$2.37M +$31.8K +151 +1%
PWMG
2256
Pinnacle Wealth Management Group
Michigan
$2.37M +$14.6K +69 +0.6%
CWM
2257
Cranbrook Wealth Management
Michigan
$2.36M +$499K +2,365 +27%
APA
2258
Astoria Portfolio Advisors
New York
$2.36M -$881K -3,964 -27%
PWM
2259
Palumbo Wealth Management
New York
$2.36M +$256K +1,212 +12%
CW
2260
CIC Wealth
Maryland
$2.36M +$49.3K +234 +2%
ACM
2261
Arcataur Capital Management
Wisconsin
$2.35M +$3.59K +17 +0.2%
BA
2262
Birinyi Associates
Connecticut
$2.35M +$422 +2 +0%
ZB
2263
Zions Bancorporation
Utah
$2.35M +$56.3K +267 +2%
EB
2264
Exchange Bank
California
$2.35M -$265K -1,256 -10%
CAM
2265
Cacti Asset Management
Georgia
$2.35M – – –
OFS
2266
Orrstown Financial Services
Pennsylvania
$2.35M +$965K +4,576 +70%
HBW
2267
Hazlett, Burt & Watson
West Virginia
$2.35M +$45.1K +214 +2%
TCWM
2268
Total Clarity Wealth Management
Illinois
$2.34M +$70K +332 +3%
LF
2269
Lee Financial
Texas
$2.34M +$231K +1,094 +11%
SCI
2270
Stableford Capital II
Arizona
$2.34M -$35.6K -160 -1%
BCG
2271
Breakwater Capital Group
New Jersey
$2.34M +$81K +384 +4%
DI
2272
Diligent Investors
California
$2.33M +$1.9K +9 +0.1%
SCG
2273
Sonata Capital Group
Washington
$2.33M -$84.3K -400 -3%
WCM
2274
Windsor Capital Management
Arizona
$2.33M -$50.2K -238 -2%
MCM
2275
Mainstay Capital Management
Michigan
$2.33M -$2.11K -10 -0.1%
89 90
91
92 93