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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 %
PCMC
3476
Paragon Capital Management (Colorado)
Colorado
$740K -$140K -584 -16%
NA
3477
Nottingham Advisors
New York
$740K -$120K -501 -14%
SLA
3478
Silver Lake Advisory
Utah
$739K +$3.6K +15 +0.5%
CCG
3479
Capital CS Group
California
$737K +$737K +3,075 New
NPPM
3480
North Point Portfolio Managers
Ohio
$736K – – –
FFWM
3481
Future Financial Wealth Management
Ohio
$735K – – –
CSWM
3482
Cassady Schiller Wealth Management
Ohio
$735K +$45.8K +191 +7%
MSWMA
3483
Market Street Wealth Management Advisors
Indiana
$734K +$24.9K +104 +4%
PIM
3484
Pullen Investment Management
Florida
$733K +$34.5K +144 +5%
UWP
3485
Uniting Wealth Partners
Kansas
$733K +$733K +3,057 New
CHA
3486
Cooper/Haims Advisors
New York
$732K +$240 +1 +0%
FFG
3487
Fiduciary Financial Group
California
$732K -$1.68K -7 -0.2%
FPF
3488
First Pacific Financial
Washington
$732K +$242K +1,011 +50%
ACM
3489
Absolute Capital Management
Pennsylvania
$732K -$479 -2 -0.1%
AFWM
3490
AMJ Financial Wealth Management
Virginia
$730K -$58.5K -244 -7%
IAG
3491
Investmark Advisory Group
Connecticut
$730K -$253K -1,055 -26%
TPW
3492
Tiller Private Wealth
Pennsylvania
$728K +$21.3K +89 +3%
IGGA
3493
Iron Gate Global Advisors
Utah
$724K -$19.9K -83 -3%
OFO
3494
OneAscent Family Office
Alabama
$724K +$724K +3,020 New
NJBEST
3495
New Jersey Better Educational Savings Trust
New Jersey
$723K – – –
TCM
3496
Thoma Capital Management
Maryland
$721K +$721K +3,010 New
MA
3497
MKT Advisors
California
$720K +$4.93K +19 +0.7%
DCBT
3498
Dakota Community Bank & Trust
North Dakota
$720K -$15.3K -64 -2%
SWM
3499
SilverOak Wealth Management
Minnesota
$720K +$3.6K +15 +0.5%
LA
3500
Lane & Associates
New Jersey
$719K -$75.9K -284 -10%
138 139
140
141 142