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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 %
HAS
3101
HBW Advisory Services
California
$1.18M +$113K +473 +11%
WAM
3102
Wallington Asset Management
Indiana
$1.18M -$14.4K -60 -1%
EBSAM
3103
Eubel Brady & Suttman Asset Management
Ohio
$1.18M -$3.6K -15 -0.3%
THCM
3104
Taylor Hoffman Capital Management
Virginia
$1.18M – – –
DWG
3105
Darden Wealth Group
Michigan
$1.17M +$117K +490 +11%
STA
3106
Smith Thornton Advisors
Alabama
$1.17M +$279K +1,164 +31%
NWM
3107
Nova Wealth Management
Florida
$1.17M +$1.17M +4,863 New
AWM
3108
Avaii Wealth Management
Wisconsin
$1.16M -$42.9K -179 -4%
DAM
3109
Diamant Asset Management
Connecticut
$1.16M – – –
PC
3110
PhiloSmith Capital
Connecticut
$1.16M -$1.13M -4,700 -49%
RG
3111
Renaissance Group
Kentucky
$1.16M -$50.6K -211 -4%
AWAP
3112
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.16M -$26.6K -111 -2%
SFG
3113
Seamount Financial Group
Colorado
$1.16M -$87.3K -364 -7%
M1FG
3114
Mach-1 Financial Group
Arkansas
$1.16M +$114K +474 +11%
Harris Associates
3115
Harris Associates
Illinois
$1.16M -$32.6K -136 -3%
WAM
3116
Weinberger Asset Management
California
$1.16M -$479 -2 -0%
TWM
3117
Topsail Wealth Management
North Carolina
$1.16M +$1.16M +4,835 New
APWA
3118
Atlas Private Wealth Advisors
New Jersey
$1.16M -$124K -516 -10%
GAA
3119
Guardian Asset Advisors
Pennsylvania
$1.16M +$40.1K +167 +4%
TC
3120
Truvestments Capital
Florida
$1.16M +$38.6K +161 +3%
AHL
3121
Abel Hall LLC
Louisiana
$1.16M +$25.9K +108 +2%
LIM
3122
Longfellow Investment Management
Massachusetts
$1.15M -$73.8K -308 -6%
ML
3123
McAdam LLC
Pennsylvania
$1.15M +$129K +540 +13%
SPWG
3124
Sage Private Wealth Group
Illinois
$1.15M -$153K -638 -12%
CCA
3125
Carrera Capital Advisors
Michigan
$1.15M +$117K +489 +11%
123 124
125
126 127