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JPMorgan Chase
JPM

Overview Fund Activity

4,599 hedge funds and large institutions have $495B invested in JPMorgan Chase in 2024 Q4 according to their latest regulatory filings, with 594 funds opening new positions, 1,695 increasing their positions, 1,922 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,599
Holders Change
+433
Holders Change %
+10.39%
% of All Funds
61.24%
Holding in Top 10
790
Holding in Top 10 Change
+174
Holding in Top 10 Change %
+28.25%
% of All Funds
10.52%
New
594
Increased
1,695
Reduced
1,922
Closed
84
Calls
$8.24B
Puts
$10.6B
Net Calls
-$2.35B
Net Calls Change
+$82.1M

Top Buyers

1
Northern Trust
Northern Trust
Illinois
$8.11B
2
BlackRock
BlackRock
New York
$49.5B
3
Viking Global Investors
Viking Global Investors
Connecticut
$1.79B
4
DZ Bank
DZ Bank
Germany
$2.56B
5
UBS AM
UBS AM
Illinois
$4.21B

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$119M
2
Capital World Investors
Capital World Investors
California
$6.92B
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$5.23B
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$1.65B
5
Franklin Resources
Franklin Resources
California
$3.28B
Name Holding Trade Value Shares
Change 		Shares
Change %
QP
226
Quilter Plc
United Kingdom
$176M -$5.62M -23,458 -3%
JHP
227
James Hambro & Partners
United Kingdom
$176M -$3.06M -12,767 -2%
SIG
228
Stonegate Investment Group
Alabama
$171M -$3.87M -16,124 -2%
CGPCS
229
Capital Group Private Client Services
California
$170M -$8.22M -34,281 -5%
AAMU
230
AEGON Asset Management (UK)
United Kingdom
$168M -$1.45M -6,035 -0.9%
GIA
231
Gateway Investment Advisers
Ohio
$168M -$77.2K -322 -0%
WF
232
Welch & Forbes
Massachusetts
$167M -$965K -4,026 -0.6%
D.E. Shaw & Co
233
D.E. Shaw & Co
New York
$167M -$91.9M -383,283 -36%
CCMG
234
Clark Capital Management Group
Pennsylvania
$165M -$16.5M -68,727 -9%
Axa
235
Axa
France
$164M -$5.02M -20,952 -3%
EWA
236
EP Wealth Advisors
California
$164M -$2.22M -9,245 -1%
Mirae Asset Global Investments
237
Mirae Asset Global Investments
South Korea
$164M +$1.04M +4,417 +0.6%
CF
238
Corebridge Financial
Texas
$162M -$2.75M -11,465 -2%
HF
239
HRT Financial
New York
$160M +$64.9M +270,805 +68%
SMDAM
240
Sumitomo Mitsui DS Asset Management
Japan
$159M -$2.72M -11,327 -2%
DSA
241
Davis Selected Advisers
Arizona
$158M -$178M -741,805 -53%
EWM
242
Evercore Wealth Management
New York
$156M -$1.26M -5,275 -0.8%
TIM
243
Thornburg Investment Management
New Mexico
$156M -$84.7M -353,487 -35%
GAM
244
Groupama Asset Management
France
$155M +$52.5M +219,227 +51%
NA
245
NewEdge Advisors
Louisiana
$154M +$9.24M +38,562 +6%
SPIA
246
Steward Partners Investment Advisory
New York
$153M +$4.82M +20,088 +3%
MSV
247
MN Services Vermogensbeheer
Netherlands
$152M +$1.7M +7,100 +1%
ASC
248
Atalanta Sosnoff Capital
New York
$149M -$1.73M -7,224 -1%
PGFC
249
Peapack-Gladstone Financial Corp
New Jersey
$148M -$1.98M -8,262 -1%
Pzena Investment Management
250
Pzena Investment Management
New York
$148M -$64.1M -267,583 -30%
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