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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 %
WCBA
2376
Weaver C. Barksdale & Associates
Tennessee
$2.11M -$82.4K -391 -4%
WP
2377
Westmount Partners
California
$2.11M -$87.9K -417 -4%
CWS
2378
Cypress Wealth Services
California
$2.11M +$90K +427 +4%
HIIFS
2379
Harel Insurance Investments & Financial Services
Israel
$2.11M -$69.6K -330 -3%
FCA
2380
Fortis Capital Advisors
Kansas
$2.1M +$521K +2,469 +33%
WW
2381
Waterfront Wealth
Kansas
$2.1M +$67.8K +303 +3%
PIA
2382
Pinion Investment Advisors
Kansas
$2.1M +$94.3K +447 +5%
UAML
2383
US Asset Management LLC
Pennsylvania
$2.09M -$29.7K -123 -1%
IP
2384
Ignite Planners
California
$2.09M -$12.4K -59 -0.6%
FWA
2385
FSM Wealth Advisors
Ohio
$2.09M +$110K +523 +6%
PWM
2386
Paulson Wealth Management
Illinois
$2.09M -$5.48K -26 -0.3%
TIA
2387
Trust Investment Advisors
Indiana
$2.09M -$128K -606 -6%
MFP
2388
Meridian Financial Partners
Virginia
$2.08M -$18.3K -87 -0.9%
CFG
2389
CKW Financial Group
Hawaii
$2.08M -$152K -733 -7%
RWA
2390
Redhawk Wealth Advisors
Minnesota
$2.08M -$292K -1,384 -12%
RL
2391
Ruffer LLP
United Kingdom
$2.08M -$2.2M -10,415 -51%
HWM
2392
Hemington Wealth Management
Virginia
$2.07M -$16K -72 -0.8%
LF
2393
LifeSteps Financial
California
$2.07M +$1.69K +8 +0.1%
VWM
2394
VCI Wealth Management
Missouri
$2.07M +$1.44M +6,821 +229%
AFA
2395
AA Financial Advisors
Ohio
$2.06M +$217K +1,028 +12%
CBA
2396
Coastal Bridge Advisors
Connecticut
$2.06M -$4.85K -23 -0.2%
B
2397
Birchbrook
Maine
$2.06M -$385K -1,828 -16%
CA
2398
Cannon Advisors
North Carolina
$2.06M +$2.06M +9,777 New
RCM
2399
Raleigh Capital Management
North Carolina
$2.06M -$51.9K -246 -2%
KFA
2400
Kapstone Financial Advisors
Ohio
$2.06M +$88.8K +422 +5%
94 95
96
97 98