JPM icon

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 %
AIA
2626
Armor Investment Advisors
North Carolina
$2.03M -$249K -1,040 -11%
TT
2627
TI-Trust
Illinois
$2.03M -$5.51K -23 -0.3%
IA
2628
IFG Advisors
Missouri
$2.03M +$94.2K +393 +5%
BCA
2629
Bay Capital Advisors
Virginia
$2.03M +$2.03M +8,457 New
JWWM
2630
Johnson & White Wealth Management
Pennsylvania
$2.03M +$240 +1 +0%
RF
2631
Roxbury Financial
New Jersey
$2.03M +$2.03M +8,112 New
CG
2632
Clarus Group
Texas
$2.03M -$216K -901 -10%
UAML
2633
US Asset Management LLC
Pennsylvania
$2.02M -$57.5K -240 -3%
CWM
2634
Castle Wealth Management
Florida
$2.02M -$81.7K -341 -4%
OC
2635
Oarsman Capital
Wisconsin
$2.02M -$27.1K -113 -1%
BFG
2636
Bouchey Financial Group
New York
$2.02M +$13.7K +57 +0.7%
LWP
2637
LeClair Wealth Partners
Ohio
$2.02M +$2.02M +8,420 New
FAG
2638
Fortitude Advisory Group
Washington
$2.02M -$155K -646 -7%
NEWAS
2639
N.E.W. Advisory Services
Wisconsin
$2.02M -$96.1K -401 -5%
MAWA
2640
Moss Adams Wealth Advisors
Washington
$2.02M +$153K +637 +8%
FHC
2641
First Heartland Consultants
Missouri
$2.01M -$32.6K -136 -2%
IA
2642
Integrity Alliance
Iowa
$2.01M +$2.01M +8,394 New
CWP
2643
Core Wealth Partners
California
$2M +$129K +540 +7%
ATS
2644
Ashton Thomas Securities
New York
$2M +$242K +1,012 +14%
AAM
2645
AMI Asset Management
California
$2M -$66.4K -277 -3%
AFG
2646
Allegheny Financial Group
Pennsylvania
$2M -$55.9K -233 -3%
MWM
2647
Mosley Wealth Management
California
$2M +$165K +620 +9%
KWM
2648
Kolinsky Wealth Management
New Jersey
$2M +$90.6K +378 +5%
PWA
2649
Provenance Wealth Advisors
Florida
$1.99M +$1.52M +6,346 +322%
BI
2650
Bolthouse Investments
California
$1.99M +$1.99M +8,317 New
104 105
106
107 108