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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 %
CVM
2701
Cheviot Value Management
California
$1.87M -$29.5K -123 -2%
PRP
2702
Peak Retirement Planning
Ohio
$1.86M +$1.86M +13,433 New
WDC
2703
Woodward Diversified Capital
California
$1.86M -$903K -3,766 -33%
SC
2704
Stephens Consulting
Michigan
$1.86M -$1.2K -5 -0.1%
EFA
2705
Edge Financial Advisors
Illinois
$1.85M +$7.19K +30 +0.4%
Balyasny Asset Management
2706
Balyasny Asset Management
Illinois
$1.85M -$1.34M -5,582 -42%
CP
2707
Covenant Partners
Tennessee
$1.85M -$1.2K -5 -0.1%
TC
2708
Trilogy Capital
California
$1.85M +$35.2K +147 +2%
OL
2709
OneFund LLC
Florida
$1.85M +$53.5K +223 +3%
AWG
2710
Altus Wealth Group
Colorado
$1.84M -$1.92K -8 -0.1%
GPI
2711
General Partner Inc
Pennsylvania
$1.84M – – –
GCP
2712
GSA Capital Partners
United Kingdom
$1.84M +$880K +3,672 +92%
ACA
2713
Atlas Capital Advisors
Wyoming
$1.83M +$71.7K +299 +4%
CAG
2714
Centerpoint Advisory Group
Kansas
$1.83M +$1.83M +7,649 New
SOS
2715
Silver Oak Securities
Tennessee
$1.83M -$9.09K -38 -0.5%
LOIP
2716
Live Oak Investment Partners
Texas
$1.83M -$1.61M – –
SAM
2717
SignalPoint Asset Management
Missouri
$1.83M +$240 +1 +0%
AAIM
2718
Asset Advisors Investment Management
Georgia
$1.83M +$37.9K +158 +2%
ACM
2719
Armbruster Capital Management
New York
$1.82M -$287K -1,197 -14%
FM
2720
Freemont Management
Switzerland
$1.82M – – –
DFS
2721
Dixon Fnancial Services
California
$1.82M -$3.84K -16 -0.2%
CSPIA
2722
Cary Street Partners Investment Advisory
Virginia
$1.82M -$23M -96,071 -93%
TWM
2723
Thrive Wealth Management
Pennsylvania
$1.82M -$13.7K -57 -0.7%
HP
2724
Hilltop Partners
Indiana
$1.82M +$235K +980 +15%
NWM
2725
Northwest Wealth Management
Iowa
$1.82M +$37.4K +156 +2%
107 108
109
110 111