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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 %
TAM
3726
TCP Asset Management
Ohio
$540K -$6.47K -27 -1%
GFL
3727
Granite FO LLC
New Hampshire
$536K – – –
AWP
3728
Axis Wealth Partners
Rhode Island
$534K +$534K +2,228 New
BWA
3729
BlueChip Wealth Advisors
Georgia
$533K +$39.1K +163 +8%
GF
3730
Gimbal Financial
Indiana
$533K +$5.28K +22 +1%
NC
3731
NovaPoint Capital
Georgia
$533K -$35.2K -147 -6%
SM
3732
Sensible Money
Arizona
$532K – – –
CMS
3733
Capital Market Strategies
Florida
$532K +$13.7K +57 +3%
SIMC
3734
Squire Investment Management Company
Utah
$532K +$30.9K +129 +6%
MCM
3735
M1 Capital Management
Michigan
$531K +$531K +2,217 New
SCM
3736
Stevens Capital Management
Pennsylvania
$531K -$4.92M -20,509 -90%
ONGA
3737
O'Neil Global Advisors
California
$531K +$1.44K +6 +0.3%
CMBA
3738
C.M. Bidwell & Associates
Hawaii
$531K -$8.15K -34 -2%
GPW
3739
Genesis Private Wealth
Virginia
$531K +$531K +2,213 New
LFGO
3740
Legacy Financial Group (Oklahoma)
Oklahoma
$530K -$4.32K -18 -0.8%
RIA
3741
Richwood Investment Advisors
Ohio
$530K +$31.2K +130 +6%
MWM
3742
Mindset Wealth Management
Indiana
$528K +$12K +50 +2%
CWM
3743
Campbell Wealth Management
Virginia
$528K +$74.8K +312 +17%
AFS
3744
Axiom Financial Strategies
Indiana
$528K -$34.3K -143 -6%
RIP
3745
Reliant Investment Partners
North Carolina
$528K +$528K +2,201 New
CC
3746
Cultivar Capital
Texas
$527K – – –
GAMC
3747
Garner Asset Management Corp
Texas
$527K +$480 +2 +0.1%
BBWP
3748
Beacon Bridge Wealth Partners
Pennsylvania
$525K – – –
SC
3749
Sepio Capital
Utah
$523K -$5.99K -25 -1%
OTPPB
3750
Ontario Teachers' Pension Plan Board
Ontario, Canada
$522K -$33.1K -138 -6%
148 149
150
151 152