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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 %
WH
3076
Willner & Heller
California
$1.21M +$5.51K +23 +0.5%
MHC
3077
May Hill Capital
Massachusetts
$1.21M +$1.21M +5,034 New
PA
3078
PFW Advisors
Georgia
$1.21M +$1.21M +5,031 New
GC
3079
Garde Capital
Washington
$1.21M +$336K +1,402 +39%
NED
3080
Nancy E. Dempze
$1.2M -$16.8K -70 -1%
HA
3081
Hofer & Associates
California
$1.2M -$79.1K -330 -6%
OLVIG
3082
Oliver Lagore Vanvalin Investment Group
Michigan
$1.2M -$479 -2 -0%
SWM
3083
Shelton Wealth Management
Texas
$1.2M +$18.9K +79 +2%
GWP
3084
Gateway Wealth Partners
Wisconsin
$1.2M -$20.9K -87 -2%
USWIA
3085
UP Strategic Wealth Investment Advisors
Pennsylvania
$1.2M +$206K +859 +21%
CAM
3086
Campion Asset Management
Virginia
$1.2M -$6.71K -28 -0.6%
GA
3087
Greenhaven Associates
New York
$1.2M – – –
JC
3088
JBF Capital
Colorado
$1.2M – – –
BAM
3089
Beaumont Asset Management
Texas
$1.2M -$28.8K -120 -2%
SPL
3090
Smart Portfolios LLC
Washington
$1.19M -$21.6K -90 -2%
PC
3091
Port Capital
Illinois
$1.19M -$28.3K -118 -2%
SCP
3092
Steamboat Capital Partners
New York
$1.19M +$1.19M +4,981 New
WC
3093
Westhampton Capital
North Carolina
$1.19M +$4.79K +20 +0.4%
WF
3094
Wayfinding Financial
Washington
$1.19M +$1.19M +4,980 New
V
3095
ViaWealth
Kansas
$1.19M -$130K -541 -10%
MG
3096
McHugh Group
Ohio
$1.19M +$1.19M +4,975 New
EWM
3097
Elevatus Welath Management
New York
$1.19M +$163K +679 +16%
CFD
3098
Creative Financial Designs
Indiana
$1.19M -$65.7K -274 -5%
BIMC
3099
Benson Investment Management Company
Virginia
$1.19M – – –
RFS
3100
Richardson Financial Services
Massachusetts
$1.19M -$88.1K -368 -7%
122 123
124
125 126