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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 %
Parallax Volatility Advisers
3826
Parallax Volatility Advisers
California
$483K -$15.2M -63,350 -97%
EWA
3827
Encompass Wealth Advisors
Oregon
$482K -$959 -4 -0.2%
MF
3828
Manchester Financial
California
$482K +$88K +367 +22%
SSW
3829
Smith Shellnut Wilson
Mississippi
$482K +$42.9K +179 +10%
EA
3830
Echo45 Advisors
California
$481K +$38K +156 +9%
OA
3831
Oxbow Advisors
Texas
$481K -$34.5K -144 -7%
FWMM
3832
Foundation Wealth Management (Missouri)
Missouri
$480K – – –
Renaissance Technologies
3833
Renaissance Technologies
New York
$480K -$60.4M -252,857 -99%
BMCM
3834
Burns Matteson Capital Management
New York
$479K +$79.1K +330 +20%
BAM
3835
Bosun Asset Management
Illinois
$479K -$281K -1,172 -37%
SCM
3836
Shapiro Capital Management
Georgia
$479K – – –
EF
3837
Exeter Financial
Arizona
$479K -$12K -50 -2%
SHWM
3838
Smith & Howard Wealth Management
Georgia
$479K -$5.99K -25 -1%
TCM
3839
Tuttle Capital Management
Connecticut
$478K +$123K +512 +35%
KFS
3840
Kurt F. Somerville
$478K – – –
W
3841
WPWealth
Texas
$478K +$220K +919 +85%
PFG
3842
Putney Financial Group
California
$478K +$478K +1,993 New
RWMG
3843
Redwood Wealth Management Group
New Jersey
$475K +$240 +1 +0.1%
KNFPWM
3844
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$475K +$23.2K +97 +5%
CCIA
3845
Cherry Creek Investment Advisors
Colorado
$474K +$2.4K +10 +0.5%
HFW
3846
Horizon Family Wealth
Illinois
$474K -$4.32K -18 -0.9%
SWIM
3847
Smallwood Wealth Investment Management
New Jersey
$472K – – –
BMM
3848
Berkshire Money Management
Massachusetts
$471K +$471K +1,966 New
FDW
3849
Fourth Dimension Wealth
Ohio
$471K +$471K +1,965 New
JAA
3850
Joel Adams & Associates
North Carolina
$471K +$471K +1,965 New
152 153
154
155 156