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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 %
LSIA
2926
LaSalle St. Investment Advisors
Illinois
$1.43M +$296K +1,236 +26%
DIP
2927
Davis Investment Partners
North Carolina
$1.43M – – –
GAM
2928
Gould Asset Management
California
$1.43M +$26.4K +110 +2%
AFT
2929
Alpha Family Trust
California
$1.43M – – –
KL
2930
KilterHowling LLC
Colorado
$1.43M -$3.03K -11 -0.2%
ECA
2931
Elevated Capital Advisors
Utah
$1.42M +$689K +2,874 +94%
IC
2932
Iconiq Capital
California
$1.42M +$447K +1,864 +46%
NFSG
2933
Newbridge Financial Services Group
Florida
$1.42M +$104K +435 +8%
5SA
2934
5th Street Advisors
Connecticut
$1.42M -$273K -1,140 -16%
DIM
2935
Delta Investment Management
California
$1.42M -$5.75K -24 -0.4%
RIA
2936
Realta Investment Advisors
Delaware
$1.42M -$269K -1,105 -16%
SL
2937
Sentry LLC
Tennessee
$1.41M -$47.9K -200 -3%
NPFS
2938
Novak & Powell Financial Services
Florida
$1.4M -$18.7K -78 -1%
DWM
2939
Dechtman Wealth Management
Colorado
$1.4M +$6.23K +26 +0.4%
GITFIT
2940
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.4M +$156K +650 +13%
OFW
2941
Omnia Family Wealth
Florida
$1.4M +$1.44K +6 +0.1%
BPFA
2942
Barnes Pettey Financial Advisors
Mississippi
$1.4M – – –
CSWG
2943
Cardinal Strategic Wealth Guidance
Kentucky
$1.4M +$360K +1,500 +35%
GPWA
2944
Great Point Wealth Advisors
Massachusetts
$1.39M – – –
CBUSF
2945
Construction & Building Unions Superannuation Fund
Australia
$1.39M +$1.39M +5,800 New
CF
2946
Copperwynd Financial
Arizona
$1.39M -$51.1K -213 -4%
FC
2947
Fjell Capital
North Dakota
$1.38M +$1.38M +5,770 New
SFG
2948
Sunburst Financial Group
Alabama
$1.38M +$16.5K +69 +1%
CIG
2949
Cascade Investment Group
Colorado
$1.38M +$5.03K +21 +0.4%
WA
2950
WealthTrust Axiom
Pennsylvania
$1.38M -$8.15K -34 -0.6%
116 117
118
119 120