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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 %
NWMP
3851
Noble Wealth Management PBC
Colorado
$471K +$471K +1,964 New
GCP
3852
Gill Capital Partners
Colorado
$470K +$77.7K +324 +20%
AFS
3853
Anderson Financial Strategies
Ohio
$470K +$470K +1,962 New
KA
3854
Kearns & Associates
California
$470K – – –
BFM
3855
Boothbay Fund Management
New York
$470K +$103K +428 +28%
XPN
3856
XY Planning Network
Montana
$469K +$469K +1,958 New
SSC
3857
Syverson Strege & Co
Iowa
$469K +$133K +555 +40%
RA
3858
Rational Advisors
New York
$469K -$1.41M -5,897 -75%
PC
3859
Permit Capital
Pennsylvania
$469K – – –
CYG
3860
Clean Yield Group
Vermont
$468K +$56.6K +236 +14%
JGIA
3861
Jackson Grant Investment Advisers
Connecticut
$468K -$139K -578 -23%
PIS
3862
POM Investment Strategies
North Carolina
$468K – – –
KC
3863
Kinloch Capital
Virginia
$468K -$83.9K -350 -15%
ACM
3864
Ascent Capital Management
Oregon
$467K +$467K +1,950 New
LAM
3865
Lewis Asset Management
California
$467K -$26.4K -110 -5%
APW
3866
Axim Planning & Wealth
Ohio
$467K +$1.2K +5 +0.3%
PGF
3867
Plan Group Financial
Oklahoma
$467K +$17.7K +74 +4%
FAN
3868
Financial Advisors Network
California
$466K +$466K +1,946 New
CL
3869
CVFG LLC
Indiana
$466K +$466K +1,944 New
KFS
3870
Kelly Financial Services
Massachusetts
$466K +$32.4K +135 +7%
SCA
3871
Sage Capital Advisors
South Dakota
$465K +$240 +1 +0.1%
PCM
3872
Pennsylvania Capital Management
Pennsylvania
$465K +$91.8K +383 +25%
CCA
3873
Cadent Capital Advisors
Oklahoma
$462K +$64.3K +268 +16%
DAM
3874
Deltec Asset Management
New York
$461K -$312K -1,300 -40%
WCA
3875
Waratah Capital Advisors
Ontario, Canada
$461K +$461K +1,924 New
153 154
155
156 157