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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 %
IWN
3951
Independent Wealth Network
Iowa
$416K +$19.2K +80 +5%
T
3952
TOBAM
France
$415K -$37.6K -157 -8%
LFA
3953
Level Financial Advisors
New York
$414K – – –
LIG
3954
Lokken Investment Group
Delaware
$414K +$11.5K +48 +3%
ST
3955
Sageworth Trust
Pennsylvania
$414K -$272K -1,133 -40%
GA
3956
Gordian Advisors
Arizona
$414K -$18K -75 -4%
FAM
3957
Flaharty Asset Management
Florida
$413K +$204K +851 +97%
LI
3958
LifeWealth Investments
Florida
$413K +$413K +1,722 New
AMG
3959
Asset Management Group
Connecticut
$412K +$2.16K +9 +0.5%
WFS
3960
Widmann Financial Services
Maryland
$412K -$3.12K -13 -0.8%
HWMC
3961
Heritage Wealth Management (California)
California
$411K +$152K +634 +59%
BGA
3962
Battery Global Advisors
Massachusetts
$411K – – –
TFA
3963
Toth Financial Advisory
Virginia
$411K – – –
RAM
3964
Riggs Asset Management
Pennsylvania
$410K +$88.8K +371 +28%
BIA
3965
Bell Investment Advisors
California
$408K +$12.5K +52 +3%
EWM
3966
Echo Wealth Management
Minnesota
$408K -$41K -171 -9%
AA
3967
AlphaCentric Advisors
Puerto Rico
$407K -$24.9K -104 -6%
KL
3968
KWMG LLC
Kansas
$406K -$479 -2 -0.1%
TFP
3969
Triune Financial Partners
Kansas
$406K +$719 +3 +0.2%
MSF
3970
Mustard Seed Financial
Arkansas
$405K – – –
IFO
3971
Independent Family Office
New York
$403K -$240K -1,000 -37%
EFG
3972
Elm3 Financial Group
Georgia
$402K +$402K +1,675 New
GCWM
3973
Graham Capital Wealth Management
District of Columbia
$402K +$719 +3 +0.2%
RP
3974
Riverwater Partners
Wisconsin
$402K +$2.16K +9 +0.5%
GWM
3975
GK Wealth Management
Nevada
$401K +$401K +1,674 New
157 158
159
160 161