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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 %
ACA
3376
American Capital Advisory
Idaho
$840K – – –
KIC
3377
Keating Investment Counselors
Florida
$839K – – –
WI
3378
WJ Interests
Texas
$839K – – –
BWM
3379
BankPlus Wealth Management
Mississippi
$836K +$836K +3,488 New
NFTC
3380
North Forty Two & Co
Oregon
$834K +$834K +3,478 New
PA
3381
Persium Advisors
Georgia
$831K +$831K +3,466 New
CIA
3382
Cascade Investment Advisors
Oregon
$829K -$4.8K -20 -0.6%
RWM
3383
RBA Wealth Management
California
$826K -$33.8K -141 -4%
IIM
3384
Illumine Investment Management
Washington
$825K +$825K +3,441 New
MWP
3385
Moller Wealth Partners
$824K -$513K -2,139 -38%
HNWA
3386
Henrickson Nauta Wealth Advisors
Michigan
$824K – – –
TA
3387
TCM Advisors
West Virginia
$822K -$912K – –
PWM
3388
Prosperity Wealth Management
California
$821K +$10.8K +45 +1%
IWP
3389
Invenio Wealth Partners
Florida
$820K – – –
VCP
3390
Vista Capital Partners
Oregon
$816K +$49.1K +205 +6%
OWA
3391
Outlook Wealth Advisors
Texas
$812K +$32.1K +134 +4%
MWP
3392
Meridian Wealth Partners
Pennsylvania
$811K -$110K -458 -12%
MWM
3393
Merriman Wealth Management
Washington
$811K +$115K +481 +17%
BTC
3394
Bank & Trust Company
Illinois
$810K -$2.4K -10 -0.3%
IW
3395
IronOak Wealth
Texas
$810K +$810K +3,380 New
LFA
3396
Laraway Financial Advisors
Minnesota
$809K – – –
CA
3397
Capital Advantage
California
$807K +$807K +3,368 New
AWM
3398
Altus Wealth Management
Kentucky
$807K +$13.2K +55 +2%
WCP
3399
Wealthcare Capital Partners
Pennsylvania
$807K +$807K +3,366 New
PP
3400
Postrock Partners
Oregon
$806K +$806K +3,362 New
134 135
136
137 138