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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 %
FC
2976
Financial Council
Maryland
$1.34M – – –
SOW
2977
State of Wyoming
Wyoming
$1.34M +$647K +2,700 +93%
BF
2978
Baring Financial
Washington
$1.34M +$1.34M +5,599 New
DO
2979
denkapparat Operations
Germany
$1.34M +$1.34M +5,598 New
EFP
2980
Elser Financial Planning
Indiana
$1.34M +$1.34M +5,592 New
OW
2981
Olistico Wealth
Oklahoma
$1.34M +$479 +2 +0%
VFPW
2982
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.34M +$143K +598 +12%
SIC
2983
Sage Investment Counsel
Tennessee
$1.34M +$1.34M +5,572 New
RBWA
2984
RFG - Bristol Wealth Advisors
Massachusetts
$1.33M +$1.33M +5,563 New
GHA
2985
Granite Harbor Advisors
Texas
$1.33M -$57.5K -240 -4%
YIM
2986
Yoffe Investment Management
Pennsylvania
$1.33M +$1.33M +5,543 New
AFO
2987
Allie Family Office
Florida
$1.33M – – –
CPA
2988
Cardiff Park Advisors
California
$1.33M +$959 +4 +0.1%
HWMG
2989
Hurlow Wealth Management Group
Indiana
$1.33M +$9.59K +40 +0.7%
IPAM
2990
Investment Partners Asset Management
New Jersey
$1.33M +$137K +572 +12%
PCM
2991
Park Capital Management
Wisconsin
$1.33M +$1.33M +5,533 New
CA
2992
Cambridge Advisors
Nebraska
$1.32M +$4.79K +20 +0.4%
CTFG
2993
Capstone Triton Financial Group
Oklahoma
$1.32M +$89.7K +374 +7%
PWAC
2994
Private Wealth Advisors (California)
California
$1.32M -$4.08K -17 -0.3%
CWM
2995
Centurion Wealth Management
Virginia
$1.32M +$34.8K +145 +3%
LPAM
2996
Lodestar Private Asset Management
California
$1.32M +$240 +1 +0%
ACM
2997
Aster Capital Management
United Arab Emirates
$1.31M -$6.59M -27,493 -83%
EBA
2998
Eagle Bay Advisors
New York
$1.31M -$180K -750 -12%
PFW
2999
Petros Family Wealth
Minnesota
$1.31M +$1.31M +5,477 New
WA
3000
Wambolt & Associates
Colorado
$1.31M -$783K -3,265 -37%
118 119
120
121 122