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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 %
JCM
3126
Jacobsen Capital Management
Utah
$1.15M +$240 +1 +0%
RWI
3127
Red Wave Investments
Pennsylvania
$1.15M +$2.64K +11 +0.2%
BCG
3128
Bravias Capital Group
New Jersey
$1.14M +$1.14M +4,276 New
LCG
3129
Lakeshore Capital Group
Illinois
$1.14M +$1.14M +4,763 New
VAMG
3130
Voisard Asset Management Group
Michigan
$1.14M -$73.3K -306 -6%
WWM
3131
Waterway Wealth Management
Texas
$1.14M +$42.7K +178 +4%
RCM
3132
Requisite Capital Management
Texas
$1.13M -$1.2K -5 -0.1%
AWM
3133
Activest Wealth Management
Florida
$1.13M -$80.1K -334 -7%
HIG
3134
Heritage Investment Group
Florida
$1.13M -$43.9K -183 -4%
SAA
3135
Southeast Asset Advisors
Georgia
$1.13M +$12.2K +51 +1%
AMCA
3136
Arthur M. Cohen & Associates
Illinois
$1.13M +$189K +790 +20%
FPW
3137
Fairvoy Private Wealth
Alabama
$1.13M +$1.13M +4,720 New
4WM
3138
49 Wealth Management
Texas
$1.13M +$29.2K +122 +3%
ECM
3139
Elgethun Capital Management
South Dakota
$1.13M +$63K +263 +6%
PW
3140
Paladin Wealth
Minnesota
$1.13M +$49.1K +205 +5%
IA
3141
Insight Advisors
Pennsylvania
$1.13M +$5.74K +24 +0.5%
EA
3142
Enclave Advisors
Texas
$1.13M -$12.7K -53 -1%
FA
3143
Fountainhead AM
New Jersey
$1.13M +$348K +1,453 +45%
SWA
3144
Strategies Wealth Advisors
Michigan
$1.13M +$1.13M +4,087 New
CI
3145
Cavalier Investments
Georgia
$1.13M +$46K +192 +4%
MM
3146
Meridian Management
Arkansas
$1.12M +$38.6K +161 +4%
BW
3147
BIP Wealth
Georgia
$1.12M +$294K +1,226 +35%
SXL
3148
Summit X LLC
Missouri
$1.12M +$37.2K +155 +3%
GSF
3149
Grove Street Fiduciary
New Hampshire
$1.12M +$1.12M +4,673 New
FPL
3150
Fortress Private Ledger
North Carolina
$1.12M +$1.12M +4,666 New
124 125
126
127 128