JPM icon

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 %
CI
3901
CacheTech Inc
Utah
$448K – – –
AWM
3902
Adams Wealth Management
Utah
$448K – – –
WWG
3903
West Wealth Group
California
$448K +$130K +541 +41%
VAF
3904
Values Added Financial
District of Columbia
$448K -$10.8K -45 -2%
TFP
3905
Traction Financial Partners
Wyoming
$447K +$16.1K +67 +4%
AM
3906
Atwater Malick
Pennsylvania
$446K – – –
M
3907
MATAURO
New York
$446K +$446K +1,861 New
BAWM
3908
Bennett Associates Wealth Management
Pennsylvania
$446K +$166K +693 +59%
CC
3909
Copperleaf Capital
North Carolina
$445K +$53.7K +224 +14%
WA
3910
Wealthstar Advisors
Texas
$445K +$445K +1,858 New
DWM
3911
Denver Wealth Management
Colorado
$444K +$1.2K +5 +0.3%
DC
3912
Defender Capital
North Carolina
$443K – – –
HFRG
3913
Houlihan Financial Resource Group
Virginia
$442K – – –
RIM
3914
Rockbridge Investment Management
New York
$441K +$9.83K +41 +2%
AFA
3915
American Financial Advisors
Georgia
$440K -$3.36K -14 -0.8%
SC
3916
Schiavi & Co
Delaware
$439K -$479 -2 -0.1%
Betterment LLC
3917
Betterment LLC
New York
$439K +$139K +579 +46%
B
3918
Barings
North Carolina
$438K -$57.1K -238 -12%
RAG
3919
RIA Advisory Group
Iowa
$438K -$19.2K -80 -4%
CCM
3920
Chickasaw Capital Management
Tennessee
$438K – – –
SIS
3921
Strategic Investment Solutions
Illinois
$437K +$16.4K +75 +4%
WLIM
3922
White Lighthouse Investment Management
Massachusetts
$437K +$6.47K +27 +2%
SA
3923
Stewardship Advisors
Pennsylvania
$436K +$36K +150 +9%
DW
3924
Dodds Wealth
Colorado
$436K – – –
WWA
3925
Wisconsin Wealth Advisors
Wisconsin
$435K +$435K +1,813 New
155 156
157
158 159