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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 %
PFG
3601
Prospect Financial Group
Virginia
$639K +$639K +2,666 New
HFS
3602
Heritage Financial Services
Massachusetts
$638K +$32.1K +134 +5%
SCI
3603
Silver Coast Investments
United States
$638K -$29K -121 -4%
PCP
3604
Panoramic Capital Partners
Oregon
$635K +$635K +2,647 New
HCWM
3605
Hidden Cove Wealth Management
Washington
$634K +$634K +2,646 New
LIA
3606
Lynx Investment Advisory
District of Columbia
$634K +$31.2K +130 +5%
BC
3607
BIT Capital
Germany
$633K -$731K -3,051 -54%
ETS
3608
ESL Trust Services
New York
$633K +$347K +1,448 +121%
SC
3609
Schoolcraft Capital
Colorado
$632K – – –
CWM
3610
Cahaba Wealth Management
Georgia
$631K +$479 +2 +0.1%
SA
3611
Strategic Advocates
Utah
$630K +$41.5K +173 +7%
TFO
3612
Tarbox Family Office
California
$629K – – –
SDH
3613
Sloy Dahl & Holst
Washington
$628K +$4.79K +20 +0.8%
HCP
3614
Holt Capital Partners
Texas
$626K – – –
FF
3615
Francis Financial
$626K +$197K +1,168 +46%
MWM
3616
MBE Wealth Management
Wisconsin
$626K +$31.9K +133 +5%
HGWM
3617
Horst & Graben Wealth Management
Oregon
$625K -$28.3K -118 -4%
FI
3618
Financial Insights
Washington
$624K -$920K -3,837 -60%
CWA
3619
Centerline Wealth Advisors
Kentucky
$624K +$624K +2,613 New
CF
3620
Cyr Financial
Illinois
$623K +$623K +2,601 New
WPW
3621
Warther Private Wealth
Ohio
$623K -$338K -1,411 -35%
BBPWM
3622
Blue Bell Private Wealth Management
Pennsylvania
$622K +$9.11K +38 +1%
JTWM
3623
Jackson Thornton Wealth Management
Alabama
$622K +$171K +712 +38%
PCM
3624
Presidio Capital Management
California
$621K +$38.6K +161 +7%
RA
3625
Riversedge Advisors
Delaware
$620K +$43.9K +183 +8%
143 144
145
146 147