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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 %
AG
3001
AmeriFlex Group
Nevada
$1.31M +$1.31M +4,908 New
LAS
3002
LWM Advisory Services
Florida
$1.31M -$9.59K -40 -0.7%
FCM
3003
Firestone Capital Management
Florida
$1.31M -$6.47K -27 -0.5%
CWC
3004
Carolinas Wealth Consulting
North Carolina
$1.31M -$104K -433 -7%
MW
3005
Maia Wealth
Colorado
$1.31M +$190K +716 +17%
CPG
3006
Cornerstone Planning Group
New Jersey
$1.3M +$1.07M +4,034 +462%
PA
3007
Probity Advisors
Texas
$1.3M +$104K +432 +9%
EAM
3008
Evanson Asset Management
California
$1.3M – – –
PAA
3009
Peregrine Asset Advisers
Oregon
$1.3M -$85.1K -355 -6%
TFA
3010
Tranquilli Financial Advisor
New Jersey
$1.3M -$23.5K -98 -2%
AIA
3011
Angeles Investment Advisors
California
$1.3M +$4.08K +17 +0.3%
OPW
3012
Oxler Private Wealth
New York
$1.3M +$6.23K +26 +0.5%
EFA
3013
Evernest Financial Advisors
Indiana
$1.3M -$13.7K -57 -1%
BAM
3014
Bellevue Asset Management
Washington
$1.29M +$479 +2 +0%
CCP
3015
Cassia Capital Partners
North Carolina
$1.29M +$224K +935 +21%
SFWC
3016
Strategic Family Wealth Counselors
New Jersey
$1.29M +$127K +529 +11%
NG
3017
Northstar Group
New York
$1.29M +$537K +2,242 +72%
S
3018
Sachetta
Massachusetts
$1.29M -$77.2K -322 -6%
GSAM
3019
Grant Street Asset Management
Pennsylvania
$1.28M -$719 -3 -0.1%
RB
3020
Renasant Bank
Mississippi
$1.28M -$24.2K -101 -2%
HWM
3021
Horizon Wealth Management
Illinois
$1.28M -$30.4K -127 -2%
OFS
3022
Oldfather Financial Services
Nebraska
$1.28M +$1.2K +5 +0.1%
BWA
3023
Burt Wealth Advisors
Maryland
$1.28M -$23.5K -98 -2%
CCA
3024
Cravens & Co Advisors
Tennessee
$1.28M -$479 -2 -0%
HIM
3025
Hillsdale Investment Management
Ontario, Canada
$1.28M -$331K -1,380 -21%
119 120
121
122 123