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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 %
GPWM
2826
Grant Private Wealth Management
California
$1.62M +$1.62M +6,760 New
HFA
2827
High Falls Advisors
New York
$1.62M +$85.3K +356 +6%
UIM
2828
Unified Investment Management
Georgia
$1.61M +$1.61M +6,732 New
PK
2829
Pflug Koory
Nebraska
$1.61M – – –
BIA
2830
Beacon Investment Advisors
Maryland
$1.61M +$2.64K +11 +0.2%
LIA
2831
LBMC Investment Advisors
Tennessee
$1.61M -$89.9K -375 -5%
LSA
2832
Lion Street Advisors
Texas
$1.61M +$106K +444 +7%
SCP
2833
Sivia Capital Partners
California
$1.61M -$42.7K -178 -3%
TFM
2834
TFC Financial Management
Massachusetts
$1.61M +$511K +2,133 +47%
EWA
2835
Evolution Wealth Advisors
Florida
$1.6M +$443K +1,850 +38%
KCM
2836
KRS Capital Management
Michigan
$1.6M -$9.83K -41 -0.6%
WA
2837
WESPAC Advisors
California
$1.6M +$1.2M +4,993 +295%
FB
2838
Finward Bancorp
Indiana
$1.6M +$1.6M +6,663 New
RFA
2839
ROI Financial Advisors
Oregon
$1.6M +$103K +430 +7%
OWG
2840
Oxford Wealth Group
Florida
$1.59M -$63.8K -266 -4%
SB
2841
Sunflower Bank
Texas
$1.59M +$4.79K +20 +0.3%
PVM
2842
Palogic Value Management
Texas
$1.59M -$47.9K -200 -3%
IIA
2843
IPG Investment Advisors
California
$1.59M -$1.81M -7,534 -53%
BCM
2844
BluePath Capital Management
Georgia
$1.59M +$192K +786 +14%
TCM
2845
Tang Capital Management
California
$1.58M +$462K +1,928 +41%
CI
2846
CAZ Investments
Texas
$1.58M – – –
MEAC
2847
M.E. Allison & Co
Texas
$1.58M +$1.58M +6,597 New
OCM
2848
Objective Capital Management
Ohio
$1.58M -$266K -1,108 -14%
HBS
2849
Howard Bailey Securities
Indiana
$1.58M +$1.58M +6,574 New
BCG
2850
BayBridge Capital Group
California
$1.58M +$5.27K +22 +0.3%
112 113
114
115 116