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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 %
CASB
2451
Cape Ann Savings Bank
Massachusetts
$1.93M -$64.3K -305 -3%
LCM
2452
Lazari Capital Management
California
$1.93M -$27.8K -132 -1%
GWM
2453
Gray Wealth Management
Maine
$1.93M +$354K +1,677 +23%
FP
2454
Financial Perspectives
Minnesota
$1.92M +$633 +3 +0%
SC
2455
Savoie Capital
Illinois
$1.92M – – –
VWM
2456
Venturi Wealth Management
Texas
$1.92M +$186K +880 +11%
KLWA
2457
Kelly Lawrence W & Associates
California
$1.92M -$63.3K -300 -3%
FCAS
2458
First Command Advisory Services
Texas
$1.92M +$278K +1,320 +17%
BWA
2459
Bordeaux Wealth Advisors
California
$1.92M +$295K +1,400 +18%
FAG
2460
Fortitude Advisory Group
Washington
$1.91M -$226K -1,074 -11%
RWP
2461
Ridgecrest Wealth Partners
California
$1.91M +$6.33K +30 +0.3%
TB
2462
Terril Brothers
Missouri
$1.91M +$19K +90 +1%
EWS
2463
Eagle Wealth Strategies
New Jersey
$1.9M +$11.6K +55 +0.6%
SFS
2464
Solitude Financial Services
Virginia
$1.9M +$434K +2,060 +30%
GCM
2465
Goldstream Capital Management
Hong Kong
$1.89M +$1.89M +8,982 New
CCMW
2466
Cypress Capital Management (Wyoming)
Wyoming
$1.89M +$1.25M +5,927 +194%
SFS
2467
Stiles Financial Services
Minnesota
$1.89M +$93K +441 +5%
AA
2468
Altman Advisors
Illinois
$1.89M +$1.89M +8,967 New
SAM
2469
Summit Asset Management
Tennessee
$1.89M +$253K +1,200 +15%
CIA
2470
Citadel Investment Advisory
Ohio
$1.88M – – –
AA
2471
Addison Advisors
Vermont
$1.88M -$48.7K -231 -3%
AR
2472
Advisory Research
Illinois
$1.88M -$310K -1,472 -14%
FNBTCON
2473
First National Bank & Trust Co of Newtown
Pennsylvania
$1.88M +$19.6K +93 +1%
CH
2474
Cromwell Holdings
Wyoming
$1.88M – – –
BSI
2475
Bennett Selby Investments
Maine
$1.88M – – –
97 98
99
100 101