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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 %
GDP
3401
Great Diamond Partners
Maine
$804K +$34K +142 +4%
PCFFS
3402
Pacific Center for Financial Services
California
$803K +$479 +2 +0.1%
VWM
3403
Vigilare Wealth Management
Arizona
$803K -$20.4K -85 -2%
FA
3404
Forefront Analytics
Pennsylvania
$802K +$15.3K +64 +2%
ACM
3405
AUA Capital Management
Pennsylvania
$801K -$373K -1,557 -32%
MWA
3406
Motive Wealth Advisors
Michigan
$799K +$63.8K +266 +9%
SAF
3407
Smith Anglin Financial
Texas
$799K +$479 +2 +0.1%
FCT
3408
First Community Trust
Iowa
$798K +$42.2K +176 +6%
HIA
3409
HTG Investment Advisors
Connecticut
$797K -$21.1K -88 -3%
AWM
3410
Accredited Wealth Management
Kentucky
$795K +$795K +3,315 New
AWM
3411
Abound Wealth Management
Tennessee
$793K +$7.91K +33 +1%
EC
3412
EdgeRock Capital
Colorado
$792K +$78.4K +327 +11%
DC
3413
Diametric Capital
Massachusetts
$792K -$484K -2,020 -38%
EWP
3414
Elevation Wealth Partners
California
$791K +$4.8K +20 +0.6%
WCWM
3415
Willow Creek Wealth Management
California
$790K -$7.91K -33 -1%
PPW
3416
Pasadena Private Wealth
California
$789K -$431K -1,798 -35%
FC
3417
Farringdon Capital
United Kingdom
$789K +$789K +3,292 New
SAM
3418
Strive Asset Management
Ohio
$789K +$789K +3,292 New
EFG
3419
Ehrlich Financial Group
California
$788K -$10.3K -43 -1%
GAA
3420
Global Assets Advisory
Florida
$786K -$134K -560 -15%
GWAG
3421
Garrett Wealth Advisory Group
Texas
$786K +$140K +585 +22%
ACC
3422
Acorn Creek Capital
Colorado
$786K -$2.16K -9 -0.3%
WF
3423
Whelan Financial
California
$785K +$1.68K +7 +0.2%
IPW
3424
Intergy Private Wealth
Colorado
$783K +$28.8K +120 +4%
SPP
3425
Single Point Partners
Massachusetts
$783K -$82.7K -345 -10%
135 136
137
138 139