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JPMorgan Chase
JPM

Overview Fund Activity

4,599 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, 1,695 increasing their positions, 1,922 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,599
Holders Change
+433
Holders Change %
+10.39%
% 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
1,695
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
$8.11B
2
BlackRock
BlackRock
New York
$49.5B
3
Viking Global Investors
Viking Global Investors
Connecticut
$1.79B
4
DZ Bank
DZ Bank
Germany
$2.56B
5
UBS AM
UBS AM
Illinois
$4.21B

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$119M
2
Capital World Investors
Capital World Investors
California
$6.92B
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$5.23B
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$1.65B
5
Franklin Resources
Franklin Resources
California
$3.28B
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
251
AssetMark Inc
California
$147M +$13.6M +56,588 +10%
CNB
252
Czech National Bank
Czech Republic
$146M +$7.49M +31,238 +5%
WT
253
Whittier Trust
California
$146M +$437K +1,823 +0.3%
AM
254
AGF Management
Ontario, Canada
$145M +$12.2M +51,042 +9%
Jones Financial Companies
255
Jones Financial Companies
Missouri
$144M +$37.6M +156,741 +35%
PAG
256
Private Advisor Group
New Jersey
$144M +$63.8M +266,320 +80%
COPPSERS
257
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$143M -$4.97M -20,739 -3%
N
258
Natixis
France
$143M -$89M -371,255 -38%
BAMF
259
BI Asset Management Fondsmaeglerselskab
Denmark
$143M +$47.2M +196,750 +49%
Cambridge Investment Research Advisors
260
Cambridge Investment Research Advisors
Iowa
$143M -$1.3M -5,414 -0.9%
OAM
261
Oppenheimer Asset Management
New York
$143M -$1.06M -4,410 -0.7%
DC
262
Davenport & Co
Virginia
$141M +$12.9K +54 +0%
PFP
263
Pinnacle Financial Partners
Tennessee
$141M -$1.29M -5,717 -0.9%
WJWM
264
Williams Jones Wealth Management
New York
$138M -$723K -3,017 -0.5%
Los Angeles Capital Management
265
Los Angeles Capital Management
California
$137M -$20.5M -85,594 -13%
NAM
266
Nissay Asset Management
Japan
$136M +$10.9M +44,993 +9%
FMI
267
Factory Mutual Insurance
Massachusetts
$136M -$6.16M -25,700 -4%
Mercer Global Advisors
268
Mercer Global Advisors
Colorado
$135M -$34.4M -143,307 -20%
ATN
269
AMF Tjänstepension
Sweden
$135M +$21.4M +89,166 +19%
FDCDDQ
270
Federation des caisses Desjardins du Quebec
Quebec, Canada
$132M +$9.38M +39,119 +8%
BCIM
271
British Columbia Investment Management
British Columbia, Canada
$131M +$15.7M +65,675 +14%
AB
272
Amalgamated Bank
New York
$130M -$5.2M -21,689 -4%
BIM
273
Bridges Investment Management
Nebraska
$130M -$2.86M -11,928 -2%
OSAM
274
O'Shaughnessy Asset Management
Connecticut
$129M +$9.44M +39,362 +8%
CA
275
Commerzbank Aktiengesellschaft
Germany
$128M +$5M +20,845 +4%
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