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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 %
BI
3626
Beckerman Institutional
New Jersey
$619K +$338K +1,412 +120%
PWM
3627
Puff Wealth Management
New Jersey
$619K +$619K +2,581 New
PDM
3628
Penn Davis McFarland
Texas
$618K +$49.6K +207 +9%
IIA
3629
ICW Investment Advisors
Arizona
$618K +$479 +2 +0.1%
NIWA
3630
New Insight Wealth Advisors
California
$617K -$6.23K -26 -1%
GGI
3631
Godsey & Gibb Inc
Virginia
$616K -$40.7K -170 -6%
PHWM
3632
Pine Harbor Wealth Management
Maryland
$614K +$1.68K +7 +0.3%
SFPG
3633
Stonebridge Financial Planning Group
Florida
$613K +$138K +577 +29%
SWM
3634
Silverlake Wealth Management
Vermont
$612K -$155K -647 -20%
FFG
3635
Fortress Financial Group
Minnesota
$612K +$612K +2,552 New
API
3636
Asset Planning Inc
California
$611K +$611K +2,550 New
BAS
3637
Breakthru Advisory Services
Wisconsin
$610K +$610K +2,545 New
PGWM
3638
Pitti Group Wealth Management
New York
$609K -$70.9K -296 -10%
DFG
3639
Dupree Financial Group
Kentucky
$609K +$32.6K +136 +6%
RFA
3640
Reyes Financial Architecture
California
$608K +$608K +2,538 New
IDBONY
3641
Israel Discount Bank of New York
New York
$608K -$17.3K -72 -3%
BAMG
3642
Brand Asset Management Group
Missouri
$607K +$9.11K +38 +2%
AFIA
3643
America First Investment Advisors
Nebraska
$606K – – –
AIS
3644
Accredited Investor Services
Minnesota
$605K +$605K +2,522 New
4A
3645
4Wealth Advisors
Illinois
$603K +$603K +2,514 New
TC
3646
Tacita Capital
Ontario, Canada
$601K +$41.9K +175 +8%
SSG
3647
Summit Securities Group
New York
$599K +$47.9K +200 +9%
UH
3648
Unigestion Holding
Switzerland
$599K +$599K +2,500 New
BWS
3649
Broadway Wealth Solutions
Texas
$598K +$598K +2,496 New
WCM
3650
Wallace Capital Management
Texas
$598K +$62.8K +262 +12%
144 145
146
147 148