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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 %
KAM
3351
KEB Asset Management
Illinois
$868K -$384K -1,600 -31%
FWA
3352
Flagship Wealth Advisors
Massachusetts
$866K +$866K +3,612 New
FA
3353
Fiducient Advisors
Illinois
$864K +$22.8K +95 +3%
JF
3354
Joule Financial
Kentucky
$863K +$45.5K +190 +6%
TWM
3355
TCFG Wealth Management
California
$863K -$32.1K -134 -4%
SC
3356
Sierra Capital
Florida
$862K +$30.4K +127 +4%
MFS
3357
Miller Financial Services
Michigan
$861K +$861K +3,593 New
LWM
3358
LongView Wealth Management
Georgia
$858K +$479 +2 +0.1%
MCM
3359
Magnolia Capital Management
New York
$857K – – –
SI
3360
Stonekeep Investments
New Mexico
$857K -$4.56K -19 -0.5%
HWP
3361
Hibernia Wealth Partners
Louisiana
$856K -$497K -2,075 -37%
MF
3362
Montis Financial
Massachusetts
$856K +$172K +716 +25%
CMAI
3363
Capital Management Associates Inc
Minnesota
$855K +$1.2K +5 +0.1%
RW
3364
Rede Wealth
Virginia
$854K -$34.5K -144 -4%
LFS
3365
Legacy Financial Strategies
Kansas
$851K +$36.7K +153 +5%
PAWA
3366
Palo Alto Wealth Advisors
California
$851K +$415K +1,731 +95%
CCP
3367
Carmel Capital Partners
California
$850K +$2.88K +12 +0.3%
FWI
3368
Facet Wealth Inc
Maryland
$848K +$15.4K +56 +2%
BMD
3369
Better Money Decisions
New Mexico
$847K +$118K +491 +16%
OWM
3370
OneAscent Wealth Management
Alabama
$847K -$44.6K -186 -5%
Fuller & Thaler Asset Management
3371
Fuller & Thaler Asset Management
California
$846K – – –
GWM
3372
Glass Wealth Management
Texas
$845K +$28.8K +120 +4%
IWA
3373
IVC Wealth Advisors
Pennsylvania
$845K -$117K -487 -12%
GFWA
3374
Grey Fox Wealth Advisors
Delaware
$844K +$479 +2 +0.1%
OAM
3375
Oberweis Asset Management
Illinois
$843K -$46.3K -193 -5%
133 134
135
136 137