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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 %
CFC
3751
Coyle Financial Counsel
Illinois
$521K +$125K +523 +32%
FA
3752
Fermata Advisors
California
$520K -$6.23K -26 -1%
BIG
3753
Builder Investment Group
Georgia
$520K – – –
OA
3754
Oceanside Advisors
South Carolina
$520K +$45.5K +190 +10%
T
3755
Tableaux
Massachusetts
$519K +$519K +2,167 New
SIC
3756
SJS Investment Consulting
Ohio
$519K -$143K -597 -22%
IVP
3757
Intrinsic Value Partners
Arizona
$518K – – –
WA
3758
Waterford Advisors
New York
$517K -$24K -100 -4%
WCM
3759
Washburn Capital Management
Florida
$517K +$116K +485 +29%
CM
3760
Columbus Macro
Pennsylvania
$515K +$122K +509 +31%
MAM
3761
Morse Asset Management
Connecticut
$515K -$1.22M -5,077 -70%
HAM
3762
Hickory Asset Management
Ohio
$515K +$515K +2,148 New
CCP
3763
Cushing Capital Partners
Wisconsin
$515K +$515K +2,147 New
LWM
3764
Lionshead Wealth Management
New York
$514K +$514K +2,146 New
BDFN
3765
Bond & Devick Financial Network
Minnesota
$513K – – –
RSF
3766
Rik Saylor Financial
Ohio
$513K +$513K +2,140 New
AWM
3767
Alterna Wealth Management
Texas
$513K +$145K +606 +40%
FPCG
3768
Forum Private Client Group
Indiana
$512K -$10.5K -44 -2%
LIA
3769
Luken Investment Analytics
Tennessee
$511K +$47.9K +200 +10%
IQI
3770
Integrated Quantitative Investments
Washington
$511K +$511K +2,130 New
NWA
3771
New World Advisors
Massachusetts
$509K – – –
PWM
3772
Power Wealth Management
Georgia
$508K -$4.79K -20 -0.9%
BCB
3773
Brian C. Broderick
$506K – – –
KPWG
3774
KFA Private Wealth Group
Virginia
$505K +$35.2K +147 +7%
SFC
3775
Swisher Financial Concepts
Ohio
$505K -$150K -625 -23%
149 150
151
152 153