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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 %
LC
4001
Lavaca Capital
Texas
$383K +$141K +590 +59%
SAM
4002
Seelaus Asset Management
New Jersey
$382K +$24K +100 +7%
NPI
4003
New Perspectives Inc
Mississippi
$382K – – –
SA
4004
Shilanski & Associates
Alaska
$381K -$959 -4 -0.3%
RW
4005
Rockport Wealth
Ohio
$379K +$16.9K +73 +5%
KFP
4006
Keener Financial Planning
Texas
$379K – – –
FEM
4007
Fulcrum Equity Management
Texas
$378K -$373K -1,555 -50%
FSCM
4008
Front Street Capital Management
Montana
$378K -$10.8K -45 -3%
PIN
4009
Prudent Investors Network
California
$377K -$9.35K -39 -2%
LFS
4010
Lutz Financial Services
Nebraska
$377K -$3.36K -14 -0.9%
KCM
4011
Kendall Capital Management
Maryland
$374K -$8.39K -35 -2%
CC
4012
Capital Counsel
New York
$374K -$12K -50 -3%
GWM
4013
Gitterman Wealth Management
New Jersey
$373K +$2.4K +10 +0.6%
SC
4014
Sykon Capital
New York
$373K +$39.3K +164 +12%
BLAM
4015
Bourne Lent Asset Management
New York
$372K – – –
IPWA
4016
International Private Wealth Advisors
California
$371K +$371K +1,550 New
W
4017
WorthPointe
California
$371K +$10.3K +43 +3%
RWRC
4018
R.W. Roge & Company
New York
$370K – – –
CFS
4019
Cannon Financial Strategists
Georgia
$370K +$23.3K +97 +7%
MCM
4020
MontVue Capital Management
Virginia
$369K +$96.8K +404 +36%
RCM
4021
Ridgepath Capital Management
Tennessee
$369K – – –
ELM
4022
Elite Life Management
Florida
$369K +$4.55K +19 +1%
VIM
4023
VELA Investment Management
Ohio
$368K -$33.1K -138 -8%
CWA
4024
Continuum Wealth Advisors
New York
$368K +$58.3K +243 +19%
NEPPG
4025
New England Professional Planning Group
Rhode Island
$367K +$21.6K +90 +6%
159 160
161
162 163