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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 %
TF
2651
TLWM Financial
Texas
$1.99M +$88.2K +368 +5%
CIM
2652
Caldwell Investment Management
Ontario, Canada
$1.98M – – –
MCM
2653
Mainstream Capital Management
California
$1.98M +$14.6K +61 +0.7%
SCM
2654
Sunbeam Capital Management
Georgia
$1.98M +$1.98M +8,245 New
AF
2655
Affiance Financial
Minnesota
$1.98M +$174K +725 +10%
HI
2656
Hendershot Investments
Virginia
$1.97M – – –
CAM
2657
CPA Asset Management
Florida
$1.97M – – –
TCB
2658
Texas Capital Bancshares
Texas
$1.97M -$113K -470 -5%
FIM
2659
Freedom Investment Management
Connecticut
$1.97M -$5.51K -23 -0.3%
CFG
2660
Cooper Financial Group
California
$1.97M +$204K +850 +12%
MFG
2661
Monte Financial Group
Connecticut
$1.97M – – –
SIS
2662
Sound Income Strategies
Florida
$1.97M -$144K -600 -7%
WMA
2663
Wealth Management Associates
New Jersey
$1.96M -$10.3K -43 -0.5%
OWA
2664
One Wealth Advisors
California
$1.96M +$3.6K +15 +0.2%
TIM
2665
Tikehau Investment Management
France
$1.95M +$1.95M +8,140 New
T. Rowe Price Investment Management
2666
T. Rowe Price Investment Management
Maryland
$1.95M -$32.8K -137 -2%
AR
2667
Advisory Research
Illinois
$1.95M -$191K -796 -9%
CS
2668
Capital Square
Tennessee
$1.95M +$115K +436 +6%
GPA
2669
Garrison Point Advisors
California
$1.95M +$226K +944 +13%
TF
2670
Tudor Financial
Ohio
$1.94M +$185K +770 +10%
FCG
2671
Fielder Capital Group
Tennessee
$1.94M -$4.08K -17 -0.2%
CCA
2672
Childress Capital Advisors
Texas
$1.94M -$12.5K -52 -0.6%
OKSA
2673
O'Keefe Stevens Advisory
New York
$1.94M +$254K +1,058 +15%
GA
2674
Geller Advisors
New York
$1.93M – – –
AFG
2675
ABLE Financial Group
Arizona
$1.93M +$5.75K +24 +0.3%
105 106
107
108 109