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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 %
FP
3151
Fiduciary Planning
Florida
$1.12M -$7.67K -32 -0.7%
APC
3152
Aspire Private Capital
North Carolina
$1.12M +$38.1K +159 +4%
SCM
3153
SKBA Capital Management
California
$1.12M -$146K -610 -12%
AAG
3154
Armstrong Advisory Group
Massachusetts
$1.11M +$132K +549 +13%
MIM
3155
Merrion Investment Management
New Jersey
$1.11M – – –
WWM
3156
Wagner Wealth Management
South Carolina
$1.11M +$127K +529 +13%
TFF
3157
The Family Firm
Maryland
$1.11M +$2.88K +12 +0.3%
PCI
3158
Planning Center Inc
Illinois
$1.11M -$55.6K -232 -5%
CWA
3159
CM Wealth Advisors
Ohio
$1.11M -$41.9K -175 -4%
EIA
3160
Eldridge Investment Advisors
New Hampshire
$1.11M – – –
WRPWM
3161
Werba Rubin Papier Wealth Management
California
$1.11M -$34K -142 -3%
SWP
3162
Summit Wealth Partners
Florida
$1.11M -$243K -1,012 -18%
BFA
3163
Buttonwood Financial Advisors
Maryland
$1.1M -$122K -508 -10%
IAG
3164
Investment Advisory Group
Massachusetts
$1.1M -$129K -540 -10%
RPCONE
3165
Retirement Planning Company of New England
Rhode Island
$1.1M +$60.2K +251 +6%
AIM
3166
Advyzon Investment Management
Illinois
$1.1M +$1.1M +4,598 New
WI
3167
Wintrust Investments
Illinois
$1.1M -$84.6K -353 -7%
LWM
3168
Liberty Wealth Management
California
$1.1M +$25.2K +105 +2%
MC
3169
Matisse Capital
Oregon
$1.1M – – –
GOCP
3170
Great Oak Capital Partners
Massachusetts
$1.1M +$6.11K +25 +0.6%
PPC
3171
Pennington Partners & Co
Maryland
$1.1M +$1.1M +4,572 New
PCA
3172
Prosperity Capital Advisors
Ohio
$1.1M -$3.12K -13 -0.3%
BOM
3173
Bank of Marin
California
$1.09M +$102K +425 +10%
BSHC
3174
Breed's Hill Capital
Massachusetts
$1.09M +$686K +2,861 +168%
PA
3175
PSI Advisors
Florida
$1.09M +$479 +2 +0%
125 126
127
128 129