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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 %
EMCIP
3926
Ewing Morris & Co Investment Partners
Ontario, Canada
$433K +$433K +1,807 New
WFS
3927
Walker Financial Services
Kentucky
$433K +$5.04K +21 +1%
LD
3928
Lipe & Dalton
New York
$432K – – –
CM
3929
Crestline Management
Texas
$431K +$24K +100 +6%
CAG
3930
Curtis Advisory Group
California
$431K +$71.9K +300 +20%
WWM
3931
WT Wealth Management
Arizona
$431K -$2.88K -12 -0.7%
IPW
3932
IronBridge Private Wealth
Texas
$430K +$2.16K +9 +0.5%
CPC
3933
CFC Planning Company
Indiana
$429K +$429K +1,789 New
BA
3934
BIP Alliance
Georgia
$429K +$429K +1,789 New
IA
3935
IMZ Advisory
Florida
$428K +$11K +46 +3%
CCP
3936
Clarkston Capital Partners
Michigan
$425K -$46.3K -193 -10%
LODC
3937
Lanham O'Dell & Company
West Virginia
$424K +$240 +1 +0.1%
WAM
3938
Worth Asset Management
Texas
$424K +$8.63K +36 +2%
CAM
3939
Clark Asset Management
New Hampshire
$423K -$117K -488 -22%
LWA
3940
Ledgewood Wealth Advisors
New Hampshire
$422K – – –
IWP
3941
Innova Wealth Partners
Pennsylvania
$422K +$422K +1,760 New
PW
3942
Potentia Wealth
California
$421K +$421K +1,758 New
MBI
3943
May Barnhard Investments
Maryland
$421K -$12K -50 -3%
APWM
3944
Argonautica Private Wealth Management
Massachusetts
$421K -$7.19K -30 -2%
SWMG
3945
Sanchez Wealth Management Group
Florida
$420K +$2.16K +9 +0.5%
TCM
3946
Triumph Capital Management
Colorado
$420K +$11K +46 +3%
CWA
3947
Core Wealth Advisors
Florida
$419K +$5.03K +21 +1%
MSFP
3948
Mark Sheptoff Financial Planning
Connecticut
$417K – – –
SPW
3949
Sonoma Private Wealth
California
$417K +$30.7K +128 +8%
NRWA
3950
North Ridge Wealth Advisors
Oregon
$416K – – –
156 157
158
159 160