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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 %
TA
3201
TPG Advisors
Illinois
$1.06M +$959 +4 +0.1%
RRA
3202
Round Rock Advisors
Connecticut
$1.06M +$278K +1,158 +36%
CP
3203
Castleview Partners
Texas
$1.06M +$32.2K +134 +3%
MFG
3204
Mainsail Financial Group
Washington
$1.05M -$4.32K -18 -0.4%
FSC
3205
Full Sail Capital
Oklahoma
$1.05M +$30.2K +126 +3%
KHCM
3206
Kirtland Hills Capital Management
Ohio
$1.05M +$43.1K +180 +4%
GAM
3207
Gemmer Asset Management
California
$1.05M +$294K +1,226 +39%
JSAM
3208
J. Safra Asset Management
New York
$1.05M +$225K +942 +27%
WCM
3209
Wedge Capital Management
North Carolina
$1.05M – – –
BP
3210
BWM Planning
Texas
$1.05M – – –
CFLC
3211
California First Leasing Corp
California
$1.05M – – –
HP
3212
Holistic Planning
Texas
$1.05M -$37.9K -158 -3%
WA
3213
Wealthstream Advisors
New York
$1.05M -$1.44K -6 -0.1%
PCMC
3214
Private Capital Management (Colorado)
Colorado
$1.04M -$254K -1,058 -20%
CFAM
3215
Center For Asset Management
Florida
$1.04M +$2.16K +9 +0.2%
MCC
3216
Maiden Cove Capital
Maine
$1.04M -$86.8K -362 -8%
GSIAS
3217
Garden State Investment Advisory Services
New Jersey
$1.04M +$28.6K +119 +3%
CCB
3218
Cutter & Co Brokerage
Missouri
$1.04M -$77.2K -322 -7%
PCM
3219
Prelude Capital Management
New York
$1.03M -$554K -2,313 -35%
CCA
3220
Clearwater Capital Advisors
Illinois
$1.03M -$100K -418 -9%
Fiera Capital (Canada)
3221
Fiera Capital (Canada)
Quebec, Canada
$1.03M +$151K +630 +17%
BDA
3222
Borer Denton & Associates
Pennsylvania
$1.03M – – –
CCA
3223
Cottonwood Capital Advisors
Utah
$1.03M +$193K +804 +23%
BFAG
3224
Blackston Financial Advisory Group
Florida
$1.03M +$18.9K +79 +2%
PPA
3225
Pacific Point Advisors
California
$1.02M +$1.02M +3,823 New
127 128
129
130 131