JPM icon

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 %
TC
3301
TFR Capital
Texas
$920K +$920K +3,836 New
WPW
3302
Watershed Private Wealth
Illinois
$918K -$78.1K -326 -8%
HWM
3303
Howard Wealth Management
Connecticut
$915K -$9.11K -38 -1%
LCM
3304
LCM Capital Management
Illinois
$914K – – –
HWA
3305
Hillcrest Wealth Advisors
New Jersey
$913K -$120K -500 -12%
RA
3306
Ruggaard & Associates
Ohio
$911K -$4.79K -20 -0.5%
VCM
3307
Versant Capital Management
Arizona
$910K +$246K +1,028 +37%
EI
3308
Ellevest Inc
New York
$908K -$96.8K -404 -10%
MWM
3309
Maltin Wealth Management
New Jersey
$907K +$3.84K +16 +0.4%
FFM
3310
Flagstone Financial Management
Nebraska
$906K -$65.9K -275 -7%
GG
3311
GenWealth Group
New Jersey
$906K -$15.3K -64 -2%
THL
3312
Tillman Hartley LLC
Colorado
$906K – – –
ISFAN
3313
Investor's Fiduciary Advisor Network
Washington
$905K +$905K +3,780 New
AWS
3314
Arkfeld Wealth Strategies
Nebraska
$904K +$3.91K +16 +0.4%
GC
3315
GFG Capital
Florida
$904K +$240 +1 +0%
BWA
3316
BlueSky Wealth Advisors
North Carolina
$903K – – –
HIW
3317
Holos Integrated Wealth
Pennsylvania
$902K +$902K +3,764 New
MAG
3318
Mayfair Advisory Group
Alabama
$901K +$50.3K +210 +6%
HKAM
3319
Horizon Kinetics Asset Management
New York
$898K -$77.2K -322 -8%
PGA
3320
Portland Global Advisors
Maine
$896K +$3.12K +13 +0.3%
HC
3321
Hourglass Capital
Texas
$895K – – –
MC
3322
McCarthy & Cox
Ohio
$895K -$69.3K -289 -7%
GW
3323
Griffith & Werner
Georgia
$892K +$892K +3,720 New
HAS
3324
Holland Advisory Services
Florida
$891K +$29.7K +124 +3%
CWA
3325
Consilio Wealth Advisors
Washington
$891K +$22.1K +92 +3%
131 132
133
134 135