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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 %
AS
3501
Altshuler Shaham
Israel
$719K – – –
KAM
3502
Karani Asset Management
New York
$719K +$719K +3,000 New
BCMLT
3503
Beacon Capital Management LLC (Tennessee)
Tennessee
$719K +$17.7K +74 +3%
CWM
3504
Centricity Wealth Management
Ohio
$719K +$719K +2,998 New
CCC
3505
Compass Capital Corp
Massachusetts
$719K +$719K +2,947 New
CPA
3506
Capital Performance Advisors
California
$718K +$95.7K +399 +15%
SIAG
3507
Safeguard Investment Advisory Group
California
$717K +$28.5K +119 +4%
WIA
3508
Wealthedge Investment Advisors
New York
$717K +$717K +2,992 New
CCP
3509
Clarity Capital Partners
California
$715K +$2.4K +10 +0.3%
PW
3510
Peninsula Wealth
California
$715K +$41.2K +172 +6%
EFG
3511
Elios Financial Group
Ohio
$715K -$26.1K -109 -4%
CFS
3512
Coordinated Financial Services
Colorado
$714K +$714K +2,978 New
CWM
3513
Cherrydale Wealth Management
New Jersey
$714K +$76K +317 +12%
RFP
3514
Root Financial Partners
California
$714K +$356K +1,484 +99%
DWM
3515
DecisionMap Wealth Management
Virginia
$712K +$712K +2,971 New
HFS
3516
Hughes Financial Services
Virginia
$711K +$711K +2,967 New
ODIJL
3517
One Day In July LLC
Vermont
$711K -$212K -884 -23%
CL
3518
CLG LLC
California
$711K +$711K +2,966 New
PCM
3519
Perritt Capital Management
Illinois
$710K -$43.6K -182 -6%
CW
3520
Code Waechter
Florida
$709K -$15.8K -66 -2%
MPCL
3521
My Personal CFO LLC
Washington
$709K – – –
IWA
3522
Inspirion Wealth Advisors
Illinois
$709K – – –
SG
3523
Strid Group
Pennsylvania
$707K – – –
GC
3524
Guidance Capital
Kentucky
$707K -$1.21M -4,587 -63%
ML
3525
Mayport LLC
Massachusetts
$705K -$12.9K -54 -2%
139 140
141
142 143