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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 %
MWM
3226
Maripau Wealth Management
Indiana
$1.02M +$1.02M +4,269 New
RGC
3227
Roberts, Glore & Co
Illinois
$1.02M -$8.39K -35 -0.8%
SFG
3228
Stonebridge Financial Group
Pennsylvania
$1.02M +$1.02M +4,264 New
TF
3229
Trek Financial
Arizona
$1.02M -$13.7K -57 -1%
KBFS
3230
Kohmann Bosshard Financial Services
Ohio
$1.02M -$99K -413 -9%
LK
3231
Lumbard & Kellner
New Hampshire
$1.02M +$61.8K +258 +6%
EI
3232
Ecofi Investissements
France
$1.02M -$44.4K -200 -4%
NWM
3233
Napa Wealth Management
California
$1.02M +$1.02M +4,250 New
SAM
3234
Silphium Asset Management
United Kingdom
$1.02M +$1.02M +4,240 New
BCM
3235
Brown Capital Management
Maryland
$1.01M -$56.8K -237 -5%
ONST
3236
Old North State Trust
North Carolina
$1.01M +$48.4K +202 +5%
RHDIC
3237
R.H. Dinel Investment Counsel
California
$1.01M – – –
TIM
3238
Tevis Investment Management
Texas
$1.01M -$104K -433 -9%
FNC
3239
First National Corp
Massachusetts
$1.01M +$3.36K +14 +0.3%
CFO
3240
Collective Family Office
Pennsylvania
$1.01M -$10.3K -43 -1%
RIS
3241
Retirement Income Solutions
Michigan
$1.01M -$50.1K -209 -5%
PPWM
3242
Paragon Private Wealth Management
Kentucky
$1M +$208K +868 +26%
CWP
3243
Curated Wealth Partners
California
$1M -$23.3K -97 -2%
GF
3244
GGM Financials
Ohio
$1M +$4.55K +19 +0.5%
SAM
3245
S.A. Mason
Michigan
$998K -$1.2K -5 -0.1%
BFF
3246
Byrne Financial Freedom
Massachusetts
$997K +$997K +4,161 New
HFS
3247
Hopwood Financial Services
Virginia
$997K +$997K +4,161 New
LC
3248
Landaas & Company
Wisconsin
$997K +$959 +4 +0.1%
SC
3249
Summa Corp
Texas
$991K – – –
NIA
3250
NBZ Investment Advisors
Tennessee
$990K +$990K +4,128 New
128 129
130
131 132