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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 %
HWM
3176
Hassell Wealth Management
Louisiana
$1.09M – – –
CFA
3177
CWS Financial Advisors
Michigan
$1.09M +$240 +1 +0%
SAM
3178
Synergy Asset Management
Washington
$1.09M +$261K +1,197 +31%
AWM
3179
Ariadne Wealth Management
California
$1.09M +$215K +794 +25%
CCM
3180
CAAS Capital Management
New York
$1.09M +$1.09M +4,531 New
CGH
3181
CMG Global Holdings
Texas
$1.09M +$4.21K +16 +0.4%
HSG
3182
Helen Stephens Group
Texas
$1.09M +$4.08K +17 +0.4%
DMBA
3183
Deseret Mutual Benefit Administrators
Utah
$1.08M -$107K -445 -9%
EFH
3184
Eaton Financial Holdings
Florida
$1.08M -$7.67K -32 -0.7%
OPTFSNA
3185
Old Point Trust & Financial Services N A
Virginia
$1.08M -$32.1K -134 -3%
WAM
3186
WNY Asset Management
New York
$1.08M -$37.4K -156 -3%
SDAM
3187
Shulman DeMeo Asset Management
New York
$1.08M -$14.1K -59 -1%
PW
3188
PUREfi Wealth
Massachusetts
$1.08M +$1.08M +4,495 New
AT
3189
Avalon Trust
New Mexico
$1.08M +$75K +313 +8%
LGG
3190
Luts & Greenleigh Group
Maryland
$1.08M -$47.7K -199 -4%
MAMU
3191
Myriad Asset Management US
Florida
$1.07M +$1.07M +4,482 New
EL
3192
EWA LLC
Pennsylvania
$1.07M – – –
DEM
3193
Disciplined Equity Management
Florida
$1.07M +$4.79K +20 +0.5%
GWSG
3194
GPS Wealth Strategies Group
Colorado
$1.07M -$165K -690 -13%
HI
3195
Humankind Investments
New York
$1.07M -$105K -439 -9%
GA
3196
Goldstein Advisors
Wisconsin
$1.07M -$20.9K -87 -2%
WA
3197
Westfuller Advisors
New York
$1.06M -$5.51K -23 -0.5%
MAG
3198
MRA Advisory Group
New Jersey
$1.06M -$103K -430 -9%
DIA
3199
Davidson Investment Advisors
Montana
$1.06M +$31.4K +131 +3%
T
3200
Transce3nd
Texas
$1.06M +$1.06M +4,420 New
126 127
128
129 130