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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 %
RLIM
3976
Red Lighthouse Investment Management
New York
$401K – – –
SFG
3977
Sterling Financial Group
California
$398K -$2.88K -12 -0.7%
TLA
3978
Tanglewood Legacy Advisors
Texas
$397K +$332K +1,384 +507%
BFS
3979
Baskin Financial Services
Ontario, Canada
$396K -$37.8K -158 -9%
EI
3980
EDMP Inc
Florida
$394K +$85.3K +356 +28%
RS
3981
Rakuten Securities
Japan
$394K +$220K +919 +127%
GCA
3982
Genesee Capital Advisors
New York
$394K +$61.4K +256 +18%
MGIA
3983
Matthew Goff Investment Advisor
Texas
$393K – – –
FWMP
3984
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$392K +$392K +1,636 New
PWMG
3985
Private Wealth Management Group
New Jersey
$390K -$719 -3 -0.2%
MGAM
3986
McGowan Group Asset Management
Texas
$390K -$4.55K -19 -1%
AA
3987
AlphaMark Advisors
Kentucky
$390K +$40.8K +170 +12%
SWIA
3988
Solano Wealth Investment Advisors
California
$390K +$390K +1,626 New
WQ
3989
Wealth Quarterback
New Jersey
$390K -$8.63K -36 -2%
LFRG
3990
Lazard Frères Gestion
France
$389K – – –
AWAU
3991
Alliance Wealth Advisors (Utah)
Utah
$388K -$2.16K -9 -0.6%
PBF
3992
Petix & Botte Financial
California
$387K – – –
LCC
3993
Lincoln Capital Corp
Rhode Island
$387K -$5.04K -21 -1%
FYW
3994
Future You Wealth
New York
$387K +$387K +1,615 New
PWA
3995
Physician Wealth Advisors
Utah
$386K +$16.8K +70 +5%
CC
3996
Centiva Capital
New York
$385K -$11.8M -49,030 -97%
GFG
3997
Grantvest Financial Group
New Jersey
$385K +$385K +1,605 New
MSWM
3998
Mowery & Schoenfeld Wealth Management
Illinois
$384K +$268K +1,119 +232%
PCA
3999
Private Capital Advisors
Connecticut
$384K – – –
MWA
4000
MN Wealth Advisors
Kansas
$383K -$10.9M -45,648 -97%
158 159
160
161 162