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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 %
WCM
2426
Washington Capital Management
Washington
$2M -$182K -865 -8%
YWS
2427
Yarger Wealth Strategies
Ohio
$1.99M -$15.8K -75 -0.8%
AC
2428
Apella Capital
Connecticut
$1.99M +$133K +642 +7%
SSA
2429
South Street Advisors
New York
$1.99M -$611K -2,900 -24%
CSC
2430
Caldwell Sutter Capital
California
$1.98M -$28K -133 -1%
RIM
2431
RW Investment Management
Idaho
$1.98M -$21.1K -100 -1%
FW
2432
FullCircle Wealth
Texas
$1.98M +$116K +514 +6%
CG
2433
Clarus Group
Texas
$1.97M -$24.9K -118 -1%
GA
2434
Gateway Advisory
New Jersey
$1.97M -$164K -779 -8%
MCI
2435
MRP Capital Investments
Georgia
$1.97M -$112K -533 -5%
JF
2436
JSF Financial
California
$1.97M +$18.3K +87 +0.9%
LGA
2437
Lebenthal Global Advisors
New York
$1.96M +$228K +1,081 +13%
SCA
2438
Sandy Cove Advisors
Massachusetts
$1.96M -$29.9K -142 -2%
ACMA
2439
Arbor Capital Management (Alaska)
Alaska
$1.96M -$223K -1,067 -10%
GWA
2440
GGM Wealth Advisors
Maryland
$1.96M +$34.5K +164 +2%
MSWM
2441
McGlone Suttner Wealth Management
Wisconsin
$1.95M +$326K +1,544 +20%
RTC
2442
Riverview Trust Company
Washington
$1.95M -$23.6K -112 -1%
SSWM
2443
Strait & Sound Wealth Management
California
$1.95M -$101K -477 -5%
PWP
2444
Precedent Wealth Partners
Texas
$1.95M +$109K +518 +6%
MTWM
2445
Masso Torrence Wealth Management
New Jersey
$1.94M -$16.9K -80 -0.9%
BFA
2446
Brown Financial Advisors
Ohio
$1.94M -$357K -1,693 -16%
OPOWM
2447
One Plus One Wealth Management
Florida
$1.94M -$21.1K -100 -1%
PIA
2448
Perennial Investment Advisors
California
$1.94M -$56.3K -267 -3%
DL
2449
DOHJ LLC
Washington
$1.94M +$68K +328 +4%
GM
2450
Granger Management
New York
$1.93M -$148K -702 -7%
96 97
98
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