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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 %
DM
2851
Delphi Management
Massachusetts
$1.58M -$70K -292 -4%
TW
2852
Traveka Wealth
California
$1.57M +$367K +1,532 +30%
SWM
2853
Sterling Wealth Management
Illinois
$1.57M -$16.8K -70 -1%
RPWA
2854
Regent Peak Wealth Advisors
Georgia
$1.56M +$35.5K +148 +2%
TVAMP
2855
Tennessee Valley Asset Management Partners
Tennessee
$1.56M -$95.4K -398 -6%
SFS
2856
Symphony Financial Services
Ohio
$1.56M +$1.68K +7 +0.1%
FDDB
2857
Fidelity D&D Bancorp
Pennsylvania
$1.55M +$144K +600 +10%
OPWM
2858
Oakwell Private Wealth Management
Texas
$1.55M +$59.7K +249 +4%
YIH
2859
Y-Intercept (HK)
Hong Kong
$1.55M -$5.9M -24,594 -79%
FFA
2860
Fi3 Financial Advisors
Indiana
$1.55M +$143K +597 +10%
SCA
2861
Sulzberger Capital Advisors
Florida
$1.54M +$1.54M +6,439 New
KFS
2862
Keynote Financial Services
Connecticut
$1.54M -$24K -100 -2%
ATI
2863
ARK & TLK Investments
Oklahoma
$1.54M +$2.64K +11 +0.2%
HC
2864
Hurley Capital
New York
$1.54M +$1.54M +6,321 New
VAG
2865
VisionPoint Advisory Group
Texas
$1.54M -$181K -756 -11%
WDG
2866
Wealth Dimensions Group
Ohio
$1.54M +$245K +1,024 +19%
CAM
2867
Costello Asset Management
Pennsylvania
$1.54M -$13.4K -56 -0.9%
BAG
2868
Bridgewealth Advisory Group
California
$1.54M +$157K +568 +11%
HCP
2869
Hexagon Capital Partners
Arkansas
$1.53M -$21.3K -89 -1%
PIAS
2870
PCA Investment Advisory Services
Ohio
$1.53M -$33.3K -139 -2%
Optiver Holding
2871
Optiver Holding
Netherlands
$1.53M -$20.2M -84,190 -93%
DI
2872
Disciplined Investors
Texas
$1.53M +$1.53M +6,273 New
HCP
2873
Hardin Capital Partners
South Carolina
$1.53M -$59.9K -250 -4%
HWA
2874
HMV Wealth Advisors
Louisiana
$1.53M +$1.53M +6,385 New
NCFG
2875
New Century Financial Group
New Jersey
$1.53M -$254K -1,043 -14%
113 114
115
116 117