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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 %
BSTWA
3026
Blake Schutter Theil Wealth Advisors
Ohio
$1.28M -$1.59M -6,652 -56%
GL
3027
Gerber LLC
Ohio
$1.27M +$1.2K +5 +0.1%
FFG
3028
Floyd Financial Group
Missouri
$1.27M +$1.27M +5,305 New
MWM
3029
MinichMacGregor Wealth Management
New York
$1.27M +$148K +619 +13%
WB
3030
West Bancorporation
Iowa
$1.27M -$15.3K -64 -1%
SCM
3031
Sterneck Capital Management
Missouri
$1.27M +$22.3K +93 +2%
CAM
3032
Councilmark Asset Management
Tennessee
$1.27M +$12.2K +51 +1%
HCM
3033
Hutchinson Capital Management
California
$1.27M – – –
BWM
3034
Baron Wealth Management
Michigan
$1.27M +$42.2K +176 +3%
CastleKeep Investment Advisors
3035
CastleKeep Investment Advisors
Connecticut
$1.27M -$115K -480 -8%
WLG
3036
Williamson Legacy Group
Indiana
$1.26M +$79.6K +332 +7%
GCM
3037
Galibier Capital Management
Ontario, Canada
$1.26M – – –
ES
3038
Eagle Strategies
New York
$1.26M -$95.4K -398 -7%
ECA
3039
Elevate Capital Advisors
Colorado
$1.26M +$1.26M +5,257 New
AGC
3040
Aspen Grove Capital
Colorado
$1.26M -$9.59K -40 -0.8%
HPBT
3041
Hickory Point Bank & Trust
Illinois
$1.26M +$1.26M +5,251 New
TWM
3042
Tanager Wealth Management
United Kingdom
$1.26M +$375K +1,564 +43%
FPGK
3043
Financial Partners Group (Kansas)
Kansas
$1.25M +$57.3K +239 +5%
CCMIC
3044
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$1.25M -$1.15M -4,805 -48%
DFA
3045
DHK Financial Advisors
New Hampshire
$1.25M +$557K +2,325 +80%
XT
3046
XTX Topco
Cayman Islands
$1.25M +$686K +2,861 +121%
CSI
3047
Cross Staff Investments
New York
$1.25M -$60.9K -254 -5%
SC
3048
Steph & Co
Wisconsin
$1.25M -$70.5K -294 -5%
LA
3049
Latitude Advisors
Florida
$1.25M -$11K -46 -0.9%
ABLA
3050
Alan B. Lancz & Associates
Ohio
$1.25M -$71.9K -300 -5%
120 121
122
123 124