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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 %
WDA
3276
Wendell David Associates
New Hampshire
$959K – – –
IPW
3277
Impact Partnership Wealth
Georgia
$959K +$77.2K +322 +9%
ECP
3278
Epacria Capital Partners
Colorado
$959K -$1.53M -6,400 -62%
HFA
3279
Harbert Fund Advisors
Alabama
$959K +$360K +1,500 +60%
HG
3280
Harbor Group
New Hampshire
$956K +$240 +1 +0%
SGWM
3281
Sterling Group Wealth Management
California
$954K -$23.7K -99 -2%
NFP
3282
Narus Financial Partners
Utah
$952K -$50.3K -210 -5%
MJRIC
3283
Mogy Joel R Investment Counsel
California
$951K – – –
CWA
3284
CJM Wealth Advisers
Virginia
$948K -$37.6K -157 -4%
IIM
3285
Ironwood Investment Management
Massachusetts
$948K – – –
GA
3286
GSG Advisors
New Jersey
$947K +$108K +451 +13%
TSS
3287
Thomas Story & Son
Indiana
$944K – – –
CWM
3288
Challenger Wealth Management
California
$943K +$943K +3,935 New
VF
3289
Vawter Financial
Ohio
$942K +$7.19K +30 +0.8%
DAM
3290
Doheny Asset Management
California
$941K – – –
TIM
3291
Total Investment Management
Arizona
$940K +$48.7K +203 +5%
AFW
3292
Avantra Family Wealth
Pennsylvania
$939K +$939K +3,918 New
TC
3293
Taika Capital
Florida
$936K +$936K +3,903 New
CIA
3294
Cape Investment Advisory
Georgia
$935K -$3.6K -15 -0.4%
WAM
3295
WealthTrust Asset Management
Florida
$930K -$26.8K -112 -3%
WSWA
3296
Warren Street Wealth Advisors
California
$925K -$53K -221 -5%
CWA
3297
Clearview Wealth Advisors
Oregon
$924K -$7.67K -32 -0.8%
BFWA
3298
Benchmark Financial Wealth Advisors
Florida
$922K +$16.1K +67 +2%
KWM
3299
Keebeck Wealth Management
Illinois
$922K +$54.4K +227 +6%
GCM
3300
Goldstream Capital Management
Hong Kong
$921K -$1.23M -5,141 -57%
130 131
132
133 134