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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 %
B
3776
Bensler
Washington
$505K +$18.7K +78 +4%
IWP
3777
Insight Wealth Partners
Texas
$505K -$61.6K -257 -11%
CW
3778
Cook Wealth
North Carolina
$503K +$41.2K +155 +9%
BPWM
3779
Black Point Wealth Management
Florida
$503K +$1.44K +6 +0.3%
CFG
3780
Compton Financial Group
Maryland
$503K – – –
SCA
3781
Southern Capital Advisors
Tennessee
$503K +$10.8K +45 +2%
AIM
3782
Arcadia Investment Management
Michigan
$502K +$33.6K +140 +7%
SWG
3783
Summit Wealth Group
Vermont
$502K -$28.8K -120 -5%
SFC
3784
Sprinkle Financial Consultants
Colorado
$501K +$719 +3 +0.1%
OWP
3785
ORG Wealth Partners
Texas
$501K -$16.1K -67 -3%
RAS
3786
RPS Advisory Solutions
Kentucky
$500K -$31.9K -133 -6%
IA
3787
Inspire Advisors
Idaho
$500K +$14.6K +61 +3%
NI
3788
NDVR Inc
Massachusetts
$499K +$13.7K +57 +3%
TWP
3789
Tower Wealth Partners
Pennsylvania
$499K -$12.2K -51 -2%
DQRIM
3790
Dale Q Rice Investment Management
Washington
$498K +$498K +2,076 New
WHCI
3791
W.H. Cornerstone Investments
Massachusetts
$497K -$79.1K -330 -14%
RCA
3792
Riverview Capital Advisers
Massachusetts
$496K – – –
RWM
3793
Ruedi Wealth Management
Illinois
$496K +$9.83K +41 +2%
SFP
3794
Sterling Financial Planning
New Jersey
$496K +$26.8K +112 +6%
FZCM
3795
Flynn Zito Capital Management
New York
$495K +$31.2K +130 +7%
KCAM
3796
Kagan Cocozza Asset Management
New Jersey
$495K +$495K +2,066 New
FDS
3797
Freedom Day Solutions
Texas
$495K +$7.43K +31 +2%
OAS
3798
Optivise Advisory Services
Tennessee
$495K -$82.2K -343 -14%
SFFS
3799
Stonehage Fleming Financial Services
Jersey
$494K – – –
BIP
3800
Blue Investment Partners
California
$494K – – –
150 151
152
153 154