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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 %
CCA
3551
Coign Capital Advisors
Utah
$688K +$688K +2,869 New
RSWA
3552
Robinson Smith Wealth Advisors
Maine
$687K -$35.5K -148 -5%
CRIG
3553
Charter Research & Investment Group
Connecticut
$687K -$26.4K -110 -4%
HIM
3554
Hanlon Investment Management
New Jersey
$687K +$31.9K +133 +5%
AFP
3555
Alpha Financial Partners
Kentucky
$686K -$112K -466 -14%
FCM
3556
Fourpath Capital Management
Oklahoma
$686K -$116K -485 -14%
BGAI
3557
Bruce G. Allen Investments
Colorado
$686K -$4.32K -18 -0.6%
LRWM
3558
Lord & Richards Wealth Management
Colorado
$685K +$685K +2,858 New
OCG
3559
Opus Capital Group
Ohio
$685K -$130K -544 -16%
TAM
3560
Tucker Asset Management
Colorado
$684K -$91.6K -382 -12%
MIM
3561
Morningstar Investment Management
Illinois
$684K -$1.68M -7,017 -71%
WFPG
3562
Waller Financial Planning Group
Ohio
$684K -$11K -46 -2%
FA
3563
FDx Advisors
Illinois
$682K -$121K -504 -15%
WS
3564
Wela Strategies
Georgia
$679K +$679K +1,398 New
WFA
3565
WMG Financial Advisors
Tennessee
$679K +$35K +146 +5%
OPPS
3566
Obsidian Personal Planning Solutions
Maryland
$679K -$11.2K -42 -2%
LAM
3567
Lingohr Asset Management
Germany
$676K +$676K +2,840 New
AIA
3568
AIMZ Investment Advisors
California
$672K – – –
PAG
3569
Paladin Advisory Group
Iowa
$672K – – –
FAFN
3570
First Affirmative Financial Network
Colorado
$671K -$860K -3,586 -56%
SL
3571
Summitry LLC
California
$671K -$172K -717 -20%
PI
3572
Parkside Investments
Illinois
$671K +$62.6K +261 +10%
AR
3573
Apeiron RIA
Texas
$671K +$41.5K +173 +7%
IF
3574
Integrity Financial
Wyoming
$671K -$110K -458 -14%
AWP
3575
Abacus Wealth Partners
California
$671K -$19.2K -80 -3%
141 142
143
144 145