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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 %
DWP
3801
Destiny Wealth Partners
Florida
$494K +$27.8K +116 +6%
AWA
3802
AmeriServ Wealth Advisors
Pennsylvania
$494K +$494K +2,059 New
CPW
3803
Catalyst Private Wealth
California
$493K +$17K +71 +4%
KFS
3804
Kaizen Financial Strategies
California
$492K +$7.67K +32 +2%
FWM
3805
Foguth Wealth Management
Michigan
$492K +$174K +658 +55%
BHWM
3806
Beaird Harris Wealth Management
Texas
$492K +$108K +449 +28%
BWA
3807
Bestgate Wealth Advisors
Maryland
$492K +$492K +2,051 New
SHJ
3808
Sharkey, Howes & Javer
Colorado
$491K +$21.6K +90 +5%
NSLI
3809
Nan Shan Life Insurance
Taiwan
$491K – – –
BCM
3810
BluePointe Capital Management
California
$491K +$491K +2,047 New
FWM
3811
FSA Wealth Management
Massachusetts
$490K -$42K -175 -8%
LGWM
3812
Litman Gregory Wealth Management
California
$490K +$17.7K +74 +4%
SRWM
3813
Shira Ridge Wealth Management
California
$490K +$26.1K +109 +6%
TBWA
3814
Three Bridge Wealth Advisors
California
$489K +$120K +500 +32%
TWA
3815
Tandem Wealth Advisors
Arizona
$489K +$14.1K +59 +3%
HIGP
3816
Hill Investment Group Partners
Missouri
$488K +$488K +2,036 New
AIA
3817
Accelerate Investment Advisors
California
$488K +$227K +948 +87%
CSA
3818
Cornerstone Select Advisors
Missouri
$486K +$486K +2,028 New
BWCS
3819
Beirne Wealth Consulting Services
Connecticut
$486K – – –
KA
3820
Kercheville Advisors
Texas
$485K – – –
WAN
3821
Wealth Advisors Northwest
Oregon
$485K +$485K +2,025 New
PSFG
3822
Park Square Financial Group
Georgia
$485K +$485K +2,024 New
AFAS
3823
Acorn Financial Advisory Services
Virginia
$485K – – –
MMCM
3824
Murphy & Mullick Capital Management
New York
$484K +$484K +2,019 New
JSA
3825
Jacobson & Schmitt Advisors
Wisconsin
$483K – – –
151 152
153
154 155