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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 %
JC
3676
Jacobs & Co
California
$581K – – –
WW
3677
Westshore Wealth
California
$580K -$11.3K -47 -2%
IP
3678
Isthmus Partners
Wisconsin
$579K – – –
SAM
3679
Sequent Asset Management
Texas
$579K +$240 +1 +0%
CFS
3680
CGC Financial Services
Oregon
$578K – – –
TI
3681
Truepoint Inc
Ohio
$577K +$22.8K +95 +4%
PCM
3682
Piedmont Capital Management
Montana
$577K – – –
SFG
3683
SNS Financial Group
Minnesota
$577K +$1.92K +8 +0.3%
RWA
3684
Rooted Wealth Advisors
Illinois
$577K +$52.5K +216 +10%
BL
3685
Balentine LLC
Georgia
$577K -$654K -2,729 -53%
FGWP
3686
Founders Grove Wealth Partners
Virginia
$576K +$576K +2,402 New
BA
3687
Brightwater Advisory
Florida
$575K -$18.2K -76 -3%
CNWM
3688
Clay Northam Wealth Management
California
$575K +$33.6K +140 +6%
NWA
3689
Navis Wealth Advisors
New York
$574K -$23.5K -98 -4%
TCOO
3690
Trust Company of Oklahoma
Oklahoma
$573K +$25.9K +108 +5%
WI
3691
Wedgewood Investors
Pennsylvania
$572K -$17.3K -72 -3%
TWM
3692
Triton Wealth Management
Arizona
$571K +$61.4K +249 +12%
O3W
3693
Omni 360 Wealth
New Jersey
$566K -$20.1K -84 -3%
MAP
3694
Moody Aldrich Partners
Massachusetts
$566K -$67.4K -281 -11%
TPWA
3695
Twin Peaks Wealth Advisors
California
$566K +$56.6K +236 +11%
CP
3696
Capital Planning
Washington
$565K +$66.2K +276 +13%
ITFISA
3697
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$563K -$4.79K -20 -0.8%
PS
3698
Planned Solutions
California
$562K – – –
FWM
3699
FFT Wealth Management
Pennsylvania
$562K -$27.6K -115 -5%
WBCM
3700
Wilson & Boucher Capital Management
California
$561K – – –
146 147
148
149 150