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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 %
VIPI
2601
Vista Investment Partners II
Indiana
$2.07M +$2.07M +8,649 New
RB
2602
Rodgers Brothers
Pennsylvania
$2.07M -$27.1K -113 -1%
CSB
2603
City State Bank
Iowa
$2.07M -$18K -75 -0.9%
BWM
2604
Bernard Wealth Management
Michigan
$2.07M +$2.07M +8,631 New
JFA
2605
JNBA Financial Advisors
Minnesota
$2.07M +$20.6K +86 +1%
AWA
2606
Alta Wealth Advisors
Massachusetts
$2.07M +$36.2K +151 +2%
PWM
2607
Paulson Wealth Management
Illinois
$2.07M -$304K -1,269 -13%
HWM
2608
Hohimer Wealth Management
Washington
$2.07M +$692K +2,886 +50%
ICMM
2609
Integrated Capital Management (Michigan)
Michigan
$2.07M -$8.87K -37 -0.4%
MKC
2610
M. Kraus & Co
Vermont
$2.07M -$33.8K -141 -2%
EFM
2611
Eley Financial Management
Vermont
$2.07M -$29.2K -122 -1%
FNBSF
2612
First National Bank Sioux Falls
South Dakota
$2.06M – – –
TIM
2613
Tortoise Investment Management
New York
$2.06M -$57.8K -241 -3%
MA
2614
MBA Advisors
Pennsylvania
$2.06M -$686K -2,863 -25%
SMA
2615
Seven Mile Advisory
New Jersey
$2.05M +$36K +150 +2%
SW
2616
SMART Wealth
Nebraska
$2.05M +$1.11M +4,628 +118%
LWL
2617
Leo Wealth LLC
Texas
$2.05M +$22.5K +94 +1%
TC
2618
Trust Company
Kansas
$2.05M +$715K +2,981 +53%
CCMW
2619
Cypress Capital Management (Wyoming)
Wyoming
$2.05M -$103K -429 -5%
LB
2620
Legacy Bridge
Iowa
$2.05M – – –
PSFG
2621
Prairie Sky Financial Group
Illinois
$2.05M +$427K +1,783 +26%
RL
2622
Ruffer LLP
United Kingdom
$2.04M -$319K -1,330 -14%
KFSC
2623
Keystone Financial Services (Colorado)
Colorado
$2.04M +$29K +121 +1%
AWM
2624
Accel Wealth Management
Iowa
$2.04M -$82.2K -343 -4%
WIA
2625
Westbourne Investment Advisors
Maryland
$2.04M +$25.2K +105 +1%
103 104
105
106 107