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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 %
EMAM
3451
Encompass More Asset Management
California
$755K +$40.8K +170 +6%
HF
3452
Holcombe Financial
Georgia
$754K +$754K +3,147 New
ONSWM
3453
Old North State Wealth Management
North Carolina
$754K +$110K +457 +17%
CFG
3454
Copley Financial Group
California
$753K -$8.63K -36 -1%
SAM
3455
Shikiar Asset Management
New York
$753K – – –
OWA
3456
Opal Wealth Advisors
New York
$752K +$240 +1 +0%
BFS
3457
Burkett Financial Services
South Carolina
$751K -$76.9K -321 -9%
WFS
3458
WealthGarden F.S.
California
$751K +$2.16K +9 +0.3%
ACA
3459
Ackerman Capital Advisors
Texas
$750K – – –
AWM
3460
Allen Wealth Management
North Carolina
$748K -$2.4K -10 -0.3%
LAM
3461
Lakewood Asset Management
Illinois
$747K – – –
SAM
3462
SP Asset Management
California
$747K +$2.64K +11 +0.4%
Cohen & Steers
3463
Cohen & Steers
New York
$747K +$37.9K +158 +5%
MF
3464
Meridian Financial
Massachusetts
$746K -$138K -575 -16%
CFG
3465
Clayton Financial Group
Missouri
$745K +$37.2K +155 +5%
RC
3466
Rovin Capital
Arizona
$745K +$4.32K +18 +0.6%
WIM
3467
Warwick Investment Management
Texas
$744K -$7.43K -31 -1%
HA
3468
HC Advisors
Georgia
$744K +$125K +522 +20%
NFC
3469
Northstar Financial Companies
Pennsylvania
$743K +$743K +3,099 New
WAOI
3470
Wealth Advisors of Iowa
Iowa
$743K +$55.4K +231 +8%
AF
3471
Atala Financial
California
$742K +$742K +3,097 New
JLBC
3472
J.L. Bainbridge & Co
Florida
$742K +$10.5K +44 +1%
BAM
3473
Broyhill Asset Management
North Carolina
$742K +$742K +3,094 New
KWM
3474
KFG Wealth Management
Indiana
$741K +$68.8K +287 +10%
VWA
3475
VSM Wealth Advisory
Maryland
$740K +$740K +3,087 New
137 138
139
140 141