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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 %
BDL
3876
Banque de Luxembourg
Luxembourg
$461K +$461K +1,915 New
FA
3877
Fedenia Advisers
Wisconsin
$460K +$460K +1,921 New
PWA
3878
Peterson Wealth Advisors
Utah
$460K +$21.4K +88 +5%
VBWMG
3879
Von Berge Wealth Management Group
California
$460K -$3.22K -12 -0.7%
DFA
3880
DHJJ Financial Advisors
Illinois
$458K – – –
VFP
3881
Verus Financial Partners
Virginia
$458K +$480 +2 +0.1%
MFA
3882
Morling Financial Advisors
California
$457K +$6.47K +27 +1%
CWA
3883
Centennial Wealth Advisory
Michigan
$457K -$13.4K -56 -3%
HKIMG
3884
Hutchens & Kramer Investment Management Group
Indiana
$457K +$53.5K +223 +13%
PRI
3885
Prepared Retirement Institute
Pennsylvania
$457K +$75.5K +315 +20%
VBFG
3886
Vishria Bird Financial Group
Tennessee
$456K – – –
GWA
3887
Gratus Wealth Advisors
Virginia
$454K +$479 +2 +0.1%
RA
3888
Riverstone Advisors
Texas
$453K +$479 +2 +0.1%
SP
3889
Symmetry Partners
Connecticut
$453K +$453K +1,888 New
DWAM
3890
Duncan Williams Asset Management
Tennessee
$452K +$187K +778 +70%
RHJA
3891
Rice Hall James & Associates
California
$451K – – –
HWM
3892
HFR Wealth Management
New York
$451K +$8.39K +35 +2%
RFP
3893
Roth Financial Partners
Texas
$450K – – –
CFGSD
3894
Compass Financial Group (South Dakota)
South Dakota
$450K -$27.6K -115 -6%
SO
3895
Sierra Ocean
California
$449K +$449K +1,873 New
DC
3896
Dahring Cusmano
Michigan
$449K +$449K +1,872 New
WP
3897
Wealthspan Partners
Iowa
$449K -$8.63K -36 -2%
RWM
3898
Rialto Wealth Management
New York
$448K +$448K +1,870 New
PFS
3899
Prospect Financial Services
New York
$448K -$43.6K -182 -9%
AL
3900
ADE LLC
Maryland
$448K +$17.3K +72 +4%
154 155
156
157 158