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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 %
ASG
3526
Ariston Services Group
California
$704K -$75.3K -314 -10%
RF
3527
Rossby Financial
Florida
$703K +$703K +2,931 New
WFAG
3528
Wescott Financial Advisory Group
Pennsylvania
$702K +$75K +313 +12%
HCA
3529
Heck Capital Advisors
Wisconsin
$701K -$1.68K -7 -0.2%
RMC
3530
Ring Mountain Capital
California
$698K +$698K +2,912 New
CAM
3531
Claret Asset Management
Quebec, Canada
$698K -$41.7K -174 -6%
DSAM
3532
Dock Street Asset Management
Florida
$698K – – –
FFL
3533
Financial Freedom LLC
Ohio
$697K +$1.44K +6 +0.2%
IWM
3534
Integris Wealth Management
California
$696K +$55.1K +230 +9%
SHF
3535
Safe Harbor Fiduciary
Florida
$695K -$12.7K -53 -2%
ICM
3536
Islay Capital Management
Texas
$695K +$13.9K +58 +2%
IDA
3537
Intelligence Driven Advisers
California
$694K +$15.1K +63 +2%
SP
3538
Successful Portfolios
Florida
$694K -$8.63K -36 -1%
LWM
3539
Laidlaw Wealth Management
New York
$693K -$32.6K -136 -4%
CA
3540
CapWealth Advisors
Tennessee
$693K +$5.75K +24 +0.8%
VW
3541
Vance Wealth
California
$693K +$60.2K +251 +10%
AIA
3542
Arbor Investment Advisors
North Carolina
$692K -$7.67K -32 -1%
HCP
3543
Hamilton Capital Partners
Georgia
$691K +$691K +2,881 New
MMHP
3544
Murphy Middleton Hinkle & Parker
Georgia
$691K +$10.5K +44 +2%
GSIS
3545
Global Strategic Investment Solutions
Arizona
$691K +$72.4K +302 +12%
IFA
3546
Index Fund Advisors
California
$690K +$23K +96 +3%
LBC
3547
Leigh Baldwin & Co
New York
$690K +$690K +2,877 New
SL
3548
Salomon & Ludwin
Virginia
$688K -$162K -677 -19%
BBA
3549
Braun-Bostich & Associates
Pennsylvania
$688K -$158K -659 -19%
AWA
3550
Aletheian Wealth Advisors
Washington
$688K +$41.2K +172 +6%
140 141
142
143 144