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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 %
KA
3326
KDT Advisors
New York
$890K +$890K +3,712 New
AWM
3327
Atticus Wealth Management
Florida
$888K +$25.4K +106 +3%
MAG
3328
M3 Advisory Group
Massachusetts
$887K -$27.1K -113 -3%
DWA
3329
Dougherty Wealth Advisers
Minnesota
$887K – – –
WMWM
3330
Whitaker-Myers Wealth Managers
Ohio
$885K +$52K +217 +6%
WAG
3331
Wallace Advisory Group
California
$885K -$264K -1,254 -23%
ADBIC
3332
A.D. Beadell Investment Counsel
Wisconsin
$884K -$1.22M -5,080 -58%
DPI
3333
Diversified Portfolios Inc
Michigan
$884K -$1.68K -7 -0.2%
PSCM
3334
Per Stirling Capital Management
Texas
$883K -$37.6K -157 -4%
PG
3335
Prostatis Group
Maryland
$883K +$71.9K +300 +9%
ACM
3336
Advance Capital Management
Michigan
$883K -$12K -50 -1%
QPW
3337
Quantum Private Wealth
Florida
$882K -$84.6K -353 -9%
NCM
3338
Next Capital Management
New York
$880K -$146K -608 -14%
SPI
3339
Santori & Peters Inc
Pennsylvania
$879K +$2.16K +9 +0.2%
BFWM
3340
Bright Futures Wealth Management
New York
$878K -$91.4K -343 -9%
SWP
3341
Semus Wealth Partners
Florida
$878K +$719 +3 +0.1%
VBA
3342
von Borstel & Associates
Oregon
$878K +$7.9K +33 +0.9%
1W
3343
1776 Wealth
Georgia
$875K +$479 +2 +0.1%
EIM
3344
Essex Investment Management
Massachusetts
$875K -$56.6K -236 -6%
EGWAG
3345
Elwood & Goetz Wealth Advisory Group
Georgia
$875K +$21.8K +91 +3%
SIM
3346
SSI Investment Management
California
$873K -$1.2K -5 -0.1%
NI
3347
NCP Inc
California
$873K +$240 +1 +0%
TFGT
3348
TS Financial Group (TSFG)
Illinois
$872K -$55.6K -232 -6%
HPM
3349
Hoxton Planning & Management
West Virginia
$871K +$1.44K +6 +0.2%
BFS
3350
BridgePort Financial Solutions
Iowa
$871K +$871K +3,363 New
132 133
134
135 136