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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 %
MWS
3251
MFA Wealth Services
California
$988K +$988K +4,123 New
TFCP
3252
Twin Focus Capital Partners
Massachusetts
$988K -$79.1K -330 -7%
ACM
3253
Ardent Capital Management
Ohio
$988K -$431K -1,800 -30%
WA1
3254
Wimmer Associates 1
California
$986K +$9.59K +40 +1%
HA
3255
Helium Advisors
Washington
$984K +$984K +4,106 New
FC
3256
FCA Corp
Texas
$984K +$1.11K +5 +0.1%
ACA
3257
Affinity Capital Advisors
California
$984K +$31.4K +129 +3%
CWG
3258
Crown Wealth Group
North Carolina
$982K -$8.39K -35 -0.8%
DWS
3259
Discipline Wealth Solutions
South Carolina
$982K +$95.4K +398 +11%
MIC
3260
Maxi Investments CY
Cyprus
$981K +$981K +4,091 New
MCM
3261
McDonough Capital Management
Florida
$979K +$214K +893 +28%
KWM
3262
Kaydan Wealth Management
Michigan
$978K – – –
CPM
3263
Connective Portfolio Management
New York
$978K -$1.44M -6,000 -60%
1WM
3264
1858 Wealth Management
Ohio
$978K -$15.8K -66 -2%
PHIC
3265
Pine Haven Investment Counsel
Massachusetts
$976K -$61.1K -255 -6%
NRI
3266
NFP Retirement Inc
California
$975K +$55.1K +230 +6%
EWA
3267
ERTS Wealth Advisors
Michigan
$973K -$87.7K -366 -8%
LA
3268
Lifeworks Advisors
Michigan
$972K +$38.8K +162 +4%
IRC
3269
Investors Research Corp
Georgia
$972K -$59.9K -250 -6%
NP
3270
Ninepoint Partners
Ontario, Canada
$971K +$31.4K +131 +3%
PWM
3271
Partners Wealth Management
California
$971K +$971K +4,049 New
SF
3272
Safeguard Financial
Wisconsin
$970K +$6.95K +29 +0.7%
TFG
3273
Taylor Financial Group
Virginia
$969K – – –
CIS
3274
Custom Index Systems
New York
$962K -$20.1K -84 -2%
WFA
3275
Wellspring Financial Advisors
Ohio
$959K -$77.2K -322 -7%
129 130
131
132 133