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JPMorgan Chase
JPM

Overview Fund Activity

4,601 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, 1,696 increasing their positions, 1,922 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,601
Holders Change
+434
Holders Change %
+10.42%
% 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
1,696
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
+$1.08B
2
BlackRock
BlackRock
New York
+$1.02B
3
Viking Global Investors
Viking Global Investors
Connecticut
+$904M
4
DZ Bank
DZ Bank
Germany
+$612M
5
UBS AM
UBS AM
Illinois
+$591M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$1.45B
2
Capital World Investors
Capital World Investors
California
-$1.32B
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$745M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$347M
5
Franklin Resources
Franklin Resources
California
-$333M
Name Holding Trade Value Shares
Change 		Shares
Change %
EA
2576
Ellsworth Advisors
Ohio
$2.13M +$151K +630 +8%
ACMA
2577
Arbor Capital Management (Alaska)
Alaska
$2.12M -$384K -1,438 -15%
PCG
2578
PFC Capital Group
California
$2.12M -$9.59K -40 -0.4%
NAMNJ
2579
NorthStar Asset Management (New Jersey)
New Jersey
$2.12M +$41.5K +173 +2%
IF
2580
IRON Financial
Illinois
$2.12M +$240 +1 +0%
RWM
2581
Rezny Wealth Management
Florida
$2.12M +$72.6K +303 +4%
HFS
2582
Howard Financial Services
Texas
$2.12M +$809K +3,373 +62%
PCA
2583
Purkiss Capital Advisors
Connecticut
$2.11M +$2.11M +8,822 New
COCM
2584
Charter Oak Capital Management
New Hampshire
$2.11M +$5.75K +24 +0.3%
SNBOSD
2585
Security National Bank of So Dak
Iowa
$2.11M +$1.21M +5,058 +134%
FRA
2586
Front Row Advisors
California
$2.11M +$14.1K +59 +0.7%
GCC
2587
Game Creek Capital
Massachusetts
$2.11M – – –
OCM
2588
Orion Capital Management
California
$2.11M -$12K -50 -0.6%
HFAS
2589
Hummer Financial Advisory Services
Illinois
$2.11M – – –
MIC
2590
Meridian Investment Counsel
California
$2.11M +$475K +1,982 +29%
PA
2591
Prossimo Advisors
California
$2.1M +$8.15K +34 +0.4%
PA
2592
Promethium Advisors
Maryland
$2.1M -$29.7K -124 -1%
MHWM
2593
Montz Harcus Wealth Management
Louisiana
$2.1M +$73.1K +305 +4%
AA
2594
Addison Advisors
Vermont
$2.1M -$42.7K -178 -2%
VCM
2595
Virtue Capital Management
Tennessee
$2.1M -$15.1K -63 -0.7%
LA
2596
LexAurum Advisors
Kansas
$2.1M +$104K +434 +5%
FNBTCON
2597
First National Bank & Trust Co of Newtown
Pennsylvania
$2.09M -$49.1K -205 -2%
PPP
2598
Private Portfolio Partners
New Jersey
$2.09M +$50.8K +212 +2%
RCM
2599
RMR Capital Management
California
$2.08M – – –
WAL
2600
W Advisors LLC
Tennessee
$2.07M +$11K +46 +0.5%
102 103
104
105 106