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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 %
CP
3426
Creekside Partners
California
$782K – – –
WCFA
3427
Walkner Condon Financial Advisors
Wisconsin
$782K -$90.1K -376 -10%
RA
3428
Rise Advisors
New York
$780K +$17.5K +73 +2%
VH
3429
Visionary Horizons
Tennessee
$780K +$51.1K +213 +7%
MCM
3430
Mattern Capital Management
Colorado
$779K -$63K -263 -7%
LFG
3431
Lockerman Financial Group
California
$778K -$12K -50 -2%
WCG
3432
Weaver Consulting Group
California
$773K -$2.16K -9 -0.3%
UL
3433
Unionview LLC
Washington
$773K +$479 +2 +0.1%
CAM
3434
Concorde Asset Management
Michigan
$772K +$15.1K +63 +2%
DBRC
3435
D.B. Root & Company
Pennsylvania
$772K +$43.6K +182 +6%
EA
3436
Emerald Advisors
Washington
$770K +$3.84K +16 +0.5%
WFM
3437
Wolff Financial Management
Michigan
$769K – – –
AFG
3438
Arkansas Financial Group
Arkansas
$769K -$41.7K -174 -5%
HI
3439
Harrington Investments
California
$768K +$96.1K +401 +14%
I2I
3440
Insight 2811 Inc
Illinois
$766K +$2.4K +10 +0.3%
JCM
3441
J2 Capital Management
Michigan
$764K +$764K +3,189 New
WFA
3442
WestHill Financial Advisors
California
$763K +$479 +2 +0.1%
AGA
3443
Arkos Global Advisors
Texas
$763K -$228K -949 -23%
CIA
3444
Compass Ion Advisors
Pennsylvania
$762K +$21.1K +88 +3%
AI
3445
AXS Investments
New York
$761K -$67.8K -283 -8%
WJA
3446
Willis Johnson & Associates
Texas
$760K -$47.7K -199 -6%
CTWM
3447
Cherry Tree Wealth Management
Minnesota
$760K – – –
BWM
3448
BCS Wealth Management
Tennessee
$759K +$14.9K +62 +2%
AWA
3449
Arbor Wealth Advisors
Michigan
$758K +$11.5K +48 +2%
PCM
3450
Permanent Capital Management
Illinois
$755K +$755K +3,151 New
136 137
138
139 140