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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 %
FG
2876
Foster Group
Iowa
$1.53M +$17.7K +74 +1%
VP
2877
Verum Partners
North Carolina
$1.53M +$12.2K +51 +0.8%
SCA
2878
St. Clair Advisors
Ohio
$1.52M +$145K +605 +11%
IAP
2879
Indie Asset Partners
Indiana
$1.52M +$719 +3 +0%
LWM
2880
Lionsbridge Wealth Management
Florida
$1.52M -$97.6K -407 -6%
APF
2881
Alaska Permanent Fund
Alaska
$1.52M – – –
RMCM
2882
Reynders McVeigh Capital Management
Massachusetts
$1.52M +$13.9K +58 +0.9%
FC
2883
Fairscale Capital
New Hampshire
$1.52M -$8.63K -36 -0.6%
CCG
2884
Coastwise Capital Group
California
$1.51M -$97.8K -408 -6%
CCM
2885
Crew Capital Management
Ohio
$1.51M +$12K +50 +0.8%
KIA
2886
Knollwood Investment Advisory
Maryland
$1.51M – – –
ME
2887
McIlrath & Eck
Washington
$1.51M +$10.8K +45 +0.7%
QFA
2888
Quantum Financial Advisors
California
$1.51M -$6.47K -27 -0.4%
TA
2889
TFB Advisors
Kansas
$1.51M +$2.16K +9 +0.1%
MFGM
2890
Marshall Financial Group (Maryland)
Maryland
$1.5M +$186K +774 +14%
PJWM
2891
Philip James Wealth Mangement
Georgia
$1.5M -$17.3K -72 -1%
WF
2892
WinCap Financial
Massachusetts
$1.5M +$1.5M +6,272 New
NC
2893
Napatree Capital
Rhode Island
$1.5M +$73.8K +308 +5%
SFG
2894
Sovereign Financial Group
Connecticut
$1.5M +$160K +667 +12%
PIC
2895
Portland Investment Counsel
Ontario, Canada
$1.5M – – –
SC
2896
Solstein Capital
California
$1.5M +$240 +1 +0%
NCTC
2897
New Covenant Trust Company
Indiana
$1.5M -$17.2K -72 -1%
EWS
2898
Evergreen Wealth Solutions
Pennsylvania
$1.49M +$64.5K +269 +5%
MTC
2899
McDaniel Terry & Co
Texas
$1.49M – – –
SWM
2900
Shakespeare Wealth Management
Wisconsin
$1.49M +$18K +75 +1%
114 115
116
117 118