JPM icon

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 %
TWA
2776
Talisman Wealth Advisors
New Jersey
$1.72M -$19.9K -83 -1%
RPGK
2777
Retirement Planning Group (Kansas)
Kansas
$1.72M +$82.5K +344 +5%
EIA
2778
Edgemoor Investment Advisors
Maryland
$1.72M +$93.3K +389 +6%
FCA
2779
Fortis Capital Advisors
Kansas
$1.72M -$523K -2,327 -23%
CIA
2780
Cladis Investment Advisory
Montana
$1.71M – – –
BWM
2781
Birchcreek Wealth Management
Ohio
$1.71M +$57.8K +241 +3%
PWP
2782
Phillips Wealth Planners
Mississippi
$1.71M -$21.6K -90 -1%
SHFA
2783
SC&H Financial Advisors
Maryland
$1.71M +$959 +4 +0.1%
G
2784
GenTrust
Florida
$1.71M +$111K +464 +7%
WAG
2785
Wiser Advisor Group
Arizona
$1.71M +$69.3K +289 +4%
PIA
2786
Powell Investment Advisors
Florida
$1.71M – – –
CAIMH
2787
Central Asset Investments & Management Holdings
Hong Kong
$1.71M +$1.32M +5,519 +345%
AF
2788
Apollon Financial
South Carolina
$1.7M +$524K +2,187 +45%
GCM
2789
Gibraltar Capital Management
Oklahoma
$1.7M -$165K -689 -9%
SPWG
2790
Syntegra Private Wealth Group
Missouri
$1.7M +$285K +1,189 +20%
VCM
2791
Vision Capital Management
Oregon
$1.69M +$161K +671 +10%
CA
2792
Calton & Associates
Florida
$1.69M -$194K -808 -10%
OIM
2793
Orca Investment Management
Oregon
$1.69M -$169K -706 -9%
GF
2794
Gries Financial
Ohio
$1.69M +$155K +647 +10%
DG
2795
DMC Group
Alabama
$1.68M -$37.9K -158 -2%
CFA
2796
Cahill Financial Advisors
Minnesota
$1.68M +$367K +1,533 +28%
ACP
2797
Aveo Capital Partners
Colorado
$1.68M +$417K +1,740 +33%
NCM
2798
Northside Capital Management
Oregon
$1.68M +$59.9K +250 +4%
MGM
2799
Miura Global Management
New York
$1.68M +$1.68M +7,000 New
RWPA
2800
Richard W. Paul & Associates
Michigan
$1.68M -$89.6K -374 -5%
110 111
112
113 114