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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 %
WWM
3576
Westwood Wealth Management
California
$668K -$3.84K -16 -0.6%
TCM
3577
Tassel Capital Management
North Carolina
$668K +$668K +2,785 New
TC
3578
TAGStone Capital
North Carolina
$664K +$29.5K +123 +5%
FWP
3579
Firethorn Wealth Partners
Georgia
$663K +$7.43K +31 +1%
VFG
3580
Victory Financial Group
Texas
$663K +$663K +2,764 New
CHP
3581
Cable Hill Partners
Oregon
$662K -$114K -477 -15%
HB
3582
Horizon Bancorp
Indiana
$662K +$11.7K +49 +2%
TFIPS
3583
Towarzystwo Funduszy Inwestycyjnych PZU SA
$662K +$79.1K +330 +14%
BRA
3584
Bender Robert & Associates
California
$660K -$22.5K -94 -3%
DFA
3585
Davies Financial Advisors
California
$658K -$106K -442 -14%
MWM
3586
Melfa Wealth Management
Massachusetts
$657K +$61.9K +258 +10%
MPW
3587
Magnolia Private Wealth
Pennsylvania
$657K +$657K +2,741 New
RC
3588
Reik & Co
New York
$655K – – –
IAG
3589
Ipsen Advisor Group
Arkansas
$655K +$655K +2,731 New
LIM
3590
Lathrop Investment Management
Arkansas
$652K +$1.68K +7 +0.3%
OA
3591
Operose Advisors
Wisconsin
$651K -$234K -975 -26%
DA
3592
Detalus Advisors
Missouri
$649K -$21.8K -91 -3%
CFP
3593
Cascade Financial Partners
California
$649K – – –
HIS
3594
Harvest Investment Services
Illinois
$643K -$416K -1,734 -39%
MS
3595
Madden Securities
Texas
$642K -$41.2K -172 -6%
MECA
3596
Miller Equity Capital Advisors
Texas
$642K – – –
VC
3597
Veery Capital
Delaware
$641K -$1.44K -6 -0.2%
SWM
3598
SFG Wealth Management
Maryland
$641K -$25.7K -107 -4%
CA
3599
Clune & Associates
Illinois
$641K +$641K +2,673 New
VCWA
3600
Vanguard Capital Wealth Advisors
Colorado
$640K +$719 +3 +0.1%
142 143
144
145 146