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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 %
SCA
2801
Sippican Capital Advisors
Massachusetts
$1.67M – – –
LJHT
2802
Laurie J. Hall Trustee
$1.67M -$229K -955 -12%
AIM
2803
ARGA Investment Management
Connecticut
$1.67M – – –
TWPM
2804
Total Wealth Planning & Management
Florida
$1.66M +$1.66M +6,940 New
HWA
2805
Heartwood Wealth Advisors
Virginia
$1.66M +$6.71K +28 +0.4%
AA
2806
AJ Advisors
Tennessee
$1.66M -$59K -246 -3%
AWA
2807
AGH Wealth Advisors
Kansas
$1.66M +$1.66M +6,926 New
MWPCG
2808
Measured Wealth Private Client Group
New Hampshire
$1.65M +$97.6K +407 +6%
RFG
2809
RFP Financial Group
Georgia
$1.65M – – –
NJIM
2810
Nabity-Jensen Investment Management
Nebraska
$1.65M -$5.99K -25 -0.4%
BA
2811
BCM Advisors
Louisiana
$1.65M – – –
EFL
2812
ERn Financial LLC
Wisconsin
$1.65M +$77.4K +323 +5%
SDWMA
2813
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.65M – – –
GHAM
2814
Gilman Hill Asset Management
Connecticut
$1.64M -$77.9K -325 -5%
SW
2815
Solidarity Wealth
Utah
$1.64M -$2.16K -9 -0.1%
SNBOSCI
2816
Security National Bank of Sioux City Iowa
Iowa
$1.64M +$478K +1,994 +41%
RWM
2817
Riverbend Wealth Management
South Carolina
$1.64M +$1.64M +6,799 New
KFA
2818
Kelleher Financial Advisors
New York
$1.63M +$41K +171 +3%
VCM
2819
Viewpoint Capital Management
Washington
$1.63M +$1.44K +6 +0.1%
WC
2820
Winmill & Co
New York
$1.63M – – –
LF
2821
Lantz Financial
Illinois
$1.63M +$4.8K +20 +0.3%
KWS
2822
Keystone Wealth Services
California
$1.63M +$79.3K +331 +5%
GWS
2823
Greykasell Wealth Strategies
California
$1.62M +$1.62M +6,772 New
FFA
2824
Frazier Financial Advisors
Ohio
$1.62M -$24.9K -104 -2%
TI
2825
TTP Investments
California
$1.62M +$1.62M +6,766 New
111 112
113
114 115