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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 %
PIMG
2951
Patriot Investment Management Group
Tennessee
$1.38M +$28K +117 +2%
MHR
2952
Matthew Hamilton Rosenberg
$1.37M +$70K +292 +5%
NFA
2953
Northwest Financial Advisors
Virginia
$1.37M +$115K +481 +9%
SPWM
2954
Spartan Planning & Wealth Management
North Carolina
$1.37M +$1.37M +5,727 New
EW
2955
Element Wealth
Mississippi
$1.37M -$10.3K -43 -0.7%
NFG
2956
Nadler Financial Group
Illinois
$1.37M +$175K +730 +15%
SWM
2957
Sendero Wealth Management
Texas
$1.37M – – –
BSG
2958
Black Swift Group
Colorado
$1.37M +$4.55K +19 +0.3%
WMWM
2959
Wilkins Miller Wealth Management
Alabama
$1.37M +$1.37M +5,714 New
TCOTS
2960
Trust Company of the South
North Carolina
$1.37M -$186K -775 -12%
DWM
2961
Dogwood Wealth Management
Kansas
$1.37M +$192K +802 +16%
PCS
2962
Private Client Services
Kentucky
$1.37M +$21.8K +91 +2%
BW
2963
BXM Wealth
Colorado
$1.37M +$1.37M +5,700 New
CG
2964
Clifford Group
Massachusetts
$1.36M -$719 -3 -0.1%
SFP
2965
Sandbox Financial Partners
Maryland
$1.36M +$40K +167 +3%
RCA
2966
Roberts Capital Advisors
Colorado
$1.36M – – –
SFB
2967
STAR Financial Bank
Indiana
$1.36M -$86.8K -362 -6%
SI
2968
Seeds Investor
New York
$1.36M -$8.63K -36 -0.6%
SMWM
2969
Silvia McColl Wealth Management
California
$1.36M -$40.3K -168 -3%
LAI
2970
Legal Advantage Investments
California
$1.36M -$12K -50 -0.9%
CFG
2971
Carr Financial Group
Massachusetts
$1.35M -$28K -117 -2%
BWA
2972
Brave Warrior Advisors
New York
$1.35M – – –
DCM
2973
Driehaus Capital Management
Illinois
$1.35M -$410K -1,712 -23%
CICI
2974
Capital Investment Counsel Inc
North Carolina
$1.35M -$160K -667 -11%
SA
2975
SRN Advisors
Pennsylvania
$1.35M +$575K +2,400 +75%
117 118
119
120 121