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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 %
ZI
3051
ZEGA Investments
Florida
$1.25M +$1.25M +4,706 New
TA
3052
Tectonic Advisors
Texas
$1.25M +$52.3K +218 +4%
WWM
3053
Whalen Wealth Management
Nevada
$1.24M +$318K +1,325 +34%
PWM
3054
Proathlete Wealth Management
Florida
$1.24M +$20.4K +85 +2%
HS
3055
Horan Securities
United States
$1.24M -$30.7K -128 -2%
EW
3056
Elyxium Wealth
California
$1.24M -$2.04M -8,491 -62%
SM
3057
Salzhauer Michael
$1.24M -$372K -1,552 -23%
CA
3058
Centerpoint Advisors
Massachusetts
$1.23M -$101K -423 -8%
AIP
3059
Almanack Investment Partners
Pennsylvania
$1.23M +$9.35K +39 +0.8%
CNTOF
3060
Canandaigua National Trust of Florida
New York
$1.23M +$119K +496 +11%
PAS
3061
PKS Advisory Services
New York
$1.23M +$1.23M +5,120 New
AWMG
3062
Alliance Wealth Management Group
New Jersey
$1.22M -$9.59K -40 -0.8%
AA
3063
Armis Advisers
Georgia
$1.22M +$1.22M +5,106 New
VEA
3064
Virtus ETF Advisers
New York
$1.22M +$223K +932 +22%
CCAM
3065
Cascades Capital Asset Management
North Carolina
$1.22M +$1.92K +8 +0.2%
RIM
3066
Redwood Investment Management
Arizona
$1.22M +$269K +1,123 +28%
TA
3067
TrueWealth Advisors
Alabama
$1.22M -$329K -1,373 -21%
FB
3068
First Bancorp
Maine
$1.22M -$1.2K -5 -0.1%
TCM
3069
Tributary Capital Management
Nebraska
$1.22M -$49.1K -205 -4%
LRIA
3070
Leonard Rickey Investment Advisors
Washington
$1.22M +$3.6K +15 +0.3%
APW
3071
Aurora Private Wealth
New Jersey
$1.22M +$32.9K +137 +3%
PP
3072
Patron Partners
Texas
$1.22M +$115K +481 +10%
KW
3073
Keyvantage Wealth
Pennsylvania
$1.21M +$1.21M +5,063 New
KIG
3074
Kennedy Investment Group
New Jersey
$1.21M +$11.5K +48 +1%
SIG
3075
Spinnaker Investment Group
California
$1.21M +$36.4K +152 +3%
121 122
123
124 125