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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 %
RSVP
2401
Ramsay Stattman Vela & Price
Colorado
$2.05M – – –
HBWM
2402
Hollow Brook Wealth Management
New York
$2.05M +$2.53K +12 +0.1%
SIG
2403
Sky Investment Group
Connecticut
$2.05M -$13.3K -63 -0.6%
BC
2404
Barrett & Company
Rhode Island
$2.05M -$57.1K -271 -3%
SFG
2405
Sather Financial Group
Texas
$2.05M +$302K +1,430 +17%
DWM
2406
Drive Wealth Management
Utah
$2.04M -$39.2K -186 -2%
PCS
2407
Personal CFO Solutions
New Jersey
$2.04M +$74.6K +354 +4%
MLA
2408
My Legacy Advisors
Oregon
$2.04M -$451K -2,140 -18%
EP
2409
Edgestream Partners
New Jersey
$2.04M +$785K +3,723 +63%
MFG
2410
Mosaic Financial Group
Illinois
$2.04M -$8.43K -40 -0.4%
LWM
2411
Lakeridge Wealth Management
Ohio
$2.03M -$5.27K -25 -0.3%
WWP
2412
WR Wealth Planners
Missouri
$2.03M +$12.2K +58 +0.6%
DBG
2413
De Burlo Group
Massachusetts
$2.03M +$186K +880 +10%
SI
2414
Saxon Interests
Texas
$2.03M -$48.3K -229 -2%
AAP
2415
Arax Advisory Partners
Colorado
$2.02M -$22.8K -108 -1%
SFWA
2416
Summit Financial Wealth Advisors
Louisiana
$2.02M +$422 +2 +0%
PC
2417
PhiloSmith Capital
Connecticut
$2.01M – – –
NL
2418
Navalign LLC
California
$2.01M -$11.2K -53 -0.6%
SFM
2419
Signet Financial Management
New Jersey
$2.01M +$4.22K +20 +0.2%
AIA
2420
Armor Investment Advisors
North Carolina
$2.01M -$1.29M -6,095 -39%
UCB
2421
United Community Bank
South Carolina
$2M -$334K -1,586 -14%
TCM
2422
Towercrest Capital Management
Pennsylvania
$2M -$170K -805 -8%
VC
2423
Vicus Capital
Pennsylvania
$2M -$344K -1,633 -15%
BFA
2424
Beacon Financial Advisory
Ohio
$2M -$57.8K -274 -3%
CCMT
2425
CMT Capital Markets Trading
Germany
$2M -$489K -2,318 -20%
95 96
97
98 99