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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 %
AA
2676
Alesco Advisors
New York
$1.93M +$180K +751 +10%
OBGC
2677
O'Brien Greene & Co
Pennsylvania
$1.93M +$33.1K +138 +2%
CFGW
2678
Chancellor Financial Group WB
Pennsylvania
$1.92M +$1.92M +8,030 New
MSCM
2679
McElhenny Sheffield Capital Management
Texas
$1.92M +$2.4K +10 +0.1%
RA
2680
RoundAngle Advisors
New Jersey
$1.92M +$1.92M +8,010 New
GA
2681
Guerra Advisors
Florida
$1.92M +$1.92M +8,005 New
GCM
2682
GoodHaven Capital Management
New Jersey
$1.92M – – –
NICM
2683
Neo Ivy Capital Management
New York
$1.92M -$2.26M -9,451 -54%
BF
2684
Brucke Financial
Indiana
$1.91M +$1.91M +7,158 New
CCA
2685
Cora Capital Advisors
New Jersey
$1.9M +$479 +2 +0%
Members Trust
2686
Members Trust
Florida
$1.9M -$71.4K -298 -4%
PG
2687
Proffitt & Goodson
Tennessee
$1.9M -$8.39K -35 -0.4%
TFP
2688
Tilia Fiduciary Partners
North Carolina
$1.89M -$19.9K -83 -1%
SR
2689
Syntax Research
Florida
$1.89M -$6.71K -28 -0.4%
MMM
2690
Mendel Money Management
Illinois
$1.89M -$33.6K -140 -2%
BCP
2691
Berkeley Capital Partners
Georgia
$1.89M -$185K -771 -9%
SWRP
2692
Summit Wealth & Retirement Planning
California
$1.89M – – –
OFS
2693
OMC Financial Services
New York
$1.88M +$488K +2,035 +35%
PFM
2694
Potomac Fund Management
Florida
$1.88M +$1.88M +7,825 New
AIM
2695
Alhambra Investment Management
Florida
$1.88M -$7.19K -30 -0.4%
BSSFA
2696
Baron Silver Stevens Financial Advisors
Florida
$1.88M +$43.9K +183 +2%
AWS
2697
Aspen Wealth Strategies
Colorado
$1.87M -$6.95K -29 -0.4%
AC
2698
ASB Consultores
Florida
$1.87M -$2.16K -9 -0.1%
LI
2699
LVZ Inc
Michigan
$1.87M +$64.2K +268 +4%
MP
2700
Moment Partners
California
$1.87M +$1.87M +7,794 New
106 107
108
109 110