JPM icon

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 %
FEG
3701
Financial Enhancement Group
Indiana
$561K +$561K +2,297 New
WFC
3702
Western Financial Corp
California
$560K +$83.4K +348 +17%
STB
3703
S&T Bank
Pennsylvania
$560K +$14.6K +61 +3%
JA
3704
JVL Associates
Michigan
$559K +$73.8K +308 +15%
SIA
3705
Sovereign Investment Advisors
Arizona
$558K +$558K +2,328 New
VPP
3706
Vertex Planning Partners
Illinois
$558K +$11K +46 +2%
TS
3707
Tamar Securities
California
$556K -$4.79K -20 -0.9%
KC
3708
Knuff & Co
California
$555K +$27.1K +113 +5%
MAM
3709
Marotta Asset Management
Virginia
$553K -$65.8K -274 -11%
BWM
3710
Brown Wealth Management
Illinois
$553K -$53.5K -223 -9%
SC
3711
Saturna Capital
Washington
$552K +$167K +695 +43%
LAMNM
3712
Longview Asset Management (New Mexico)
New Mexico
$552K +$552K +2,302 New
SWMG
3713
Signature Wealth Management Group
Georgia
$551K +$99.5K +415 +22%
CNBOF
3714
City National Bank of Florida
Florida
$550K +$550K +2,296 New
GB
3715
Goepper Burkhardt
South Carolina
$549K -$36.2K -151 -6%
HBWM
3716
Hollow Brook Wealth Management
New York
$548K -$1.78M -7,444 -76%
FIC
3717
Family Investment Center
Missouri
$548K -$31.9K -133 -5%
RBC
3718
Roble Belko & Company
Pennsylvania
$548K +$120K +500 +28%
SFC
3719
Strategic Financial Concepts
Texas
$548K +$299K +1,248 +120%
LSA
3720
Lansing Street Advisors
Pennsylvania
$547K +$20.6K +86 +4%
MWM
3721
Mascoma Wealth Management
New Hampshire
$547K +$37.6K +157 +7%
BWP
3722
Bernardo Wealth Planning
Pennsylvania
$546K +$6.24K +26 +1%
OFP
3723
OLIO Financial Planning
Virginia
$545K +$545K +2,274 New
DHC
3724
Drum Hill Capital
Connecticut
$542K +$542K +2,262 New
ARMT
3725
Amica Retiree Medical Trust
Rhode Island
$541K -$47.2K -197 -8%
147 148
149
150 151