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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 %
MAC
2751
Mason & Associates (California)
California
$1.77M +$265K +1,106 +18%
RHIG
2752
R.H. Investment Group
Arizona
$1.77M +$1.77M +7,390 New
KA
2753
Kozak & Associates
Colorado
$1.77M -$91.7K -377 -5%
LCWP
2754
Legacy Capital Wealth Partners
Arkansas
$1.77M -$1.74M -7,255 -50%
RWP
2755
Ridgecrest Wealth Partners
California
$1.76M -$408K -1,700 -19%
PCM
2756
Penserra Capital Management
California
$1.76M +$1.39M +5,783 +367%
AFS
2757
Access Financial Services
Minnesota
$1.76M -$25.2K -105 -1%
PFS
2758
Physicians Financial Services
North Carolina
$1.76M -$5.99K -25 -0.3%
IF
2759
Intrua Financial
Texas
$1.76M -$51.8K -216 -3%
WAG
2760
Windsor Advisory Group
Ohio
$1.76M -$215K -895 -11%
WWC
2761
Waypoint Wealth Counsel
Georgia
$1.76M +$43.2K +180 +3%
MFWP
2762
Mosaic Family Wealth Partners
Missouri
$1.76M +$89.6K +374 +5%
FMN
2763
Financial Management Network
California
$1.76M -$8.03K -33 -0.5%
KCFA
2764
Key Client Fiduciary Advisors
New Jersey
$1.75M -$9.35K -39 -0.5%
RL
2765
Rogco LP
Oklahoma
$1.75M -$116K -482 -6%
HG
2766
Herbst Group
Connecticut
$1.75M +$50.3K +210 +3%
TIP
2767
Tandem Investment Partners
New Jersey
$1.75M +$1.75M +7,281 New
RLWM
2768
RF&L Wealth Management
Massachusetts
$1.74M – – –
HFA
2769
Highland Financial Advisors
New Jersey
$1.74M +$68.8K +287 +4%
BIA
2770
Benchmark Investment Advisors
Illinois
$1.74M +$11.7K +49 +0.7%
S
2771
Sunpointe
Missouri
$1.74M +$2.88K +12 +0.2%
PWM
2772
PBMares Wealth Management
Virginia
$1.74M +$240 +1 +0%
CMI
2773
Clare Market Investments
Texas
$1.73M +$109K +453 +7%
VCM
2774
Vivaldi Capital Management
Illinois
$1.73M +$2.39K +9 +0.1%
AP
2775
Atwood & Palmer
Missouri
$1.73M +$19.4K +81 +1%
109 110
111
112 113