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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 %
PFG
2901
Prosperity Financial Group
California
$1.48M +$15.8K +66 +1%
IHL
2902
Investment House LLC
California
$1.48M +$36K +150 +2%
CAGAS
2903
Capital Advisory Group Advisory Services
Minnesota
$1.48M +$274K +1,141 +23%
GIP
2904
Greatmark Investment Partners
Georgia
$1.48M -$26.4K -110 -2%
PAG
2905
Powers Advisory Group
Illinois
$1.47M +$10.1K +42 +0.7%
CPA
2906
Capital Planning Advisors
California
$1.46M +$14.1K +59 +1%
BA
2907
Bluesphere Advisors
Pennsylvania
$1.46M +$50.8K +212 +4%
MFG
2908
Menard Financial Group
Texas
$1.46M +$19.7K +82 +1%
SFM
2909
Systematic Financial Management
New Jersey
$1.46M – – –
PFA
2910
Pathway Financial Advisors
Vermont
$1.46M -$4.55K -19 -0.3%
FFA
2911
Florida Financial Advisors
Florida
$1.46M -$46.5K -194 -3%
FCIM
2912
Fairview Capital Investment Management
California
$1.45M -$78.9K -329 -5%
BRG
2913
Bay Rivers Group
Virginia
$1.45M -$3.36K -14 -0.2%
SFC
2914
SYM Financial Corp
Indiana
$1.45M -$326K -1,358 -18%
GCS
2915
Gordian Capital (Singapore)
Singapore
$1.45M -$230K -960 -14%
AWM
2916
Aviso Wealth Management
Washington
$1.45M -$41.9K -175 -3%
HFM
2917
Harvest Fund Management
China
$1.45M +$444K +1,850 +44%
RFW
2918
Rainier Family Wealth
Washington
$1.45M +$1.45M +6,032 New
CGFA
2919
Colton Groome Financial Advisors
North Carolina
$1.44M +$66.6K +278 +5%
WIM
2920
Westside Investment Management
California
$1.44M +$33.8K +141 +2%
CA
2921
Crumly & Associates
Illinois
$1.44M +$15.8K +66 +1%
PIM
2922
Profit Investment Management
Maryland
$1.44M -$58K -242 -4%
MWM
2923
McNaughton Wealth Management
California
$1.44M +$12.7K +53 +0.9%
DOA
2924
D'Orazio & Associates
Virginia
$1.44M +$24.7K +103 +2%
SPF
2925
South Plains Financial
Texas
$1.43M +$1.43M +5,981 New
115 116
117
118 119