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 %
C
4051
Covestor
United Kingdom
$357K +$6.71K +28 +2%
KFA
4052
Krane Funds Advisors
New York
$357K -$44.1K -184 -11%
MQWP
4053
Morey & Quinn Wealth Partners
Nebraska
$357K +$357K +1,488 New
CFGA
4054
Cambridge Financial Group (Arizona)
Arizona
$356K – – –
KWA
4055
Kellett Wealth Advisors
Ohio
$356K +$14.4K +60 +4%
TW
4056
Towerpoint Wealth
California
$355K +$24.5K +102 +7%
PFP
4057
Paragon Financial Partners
California
$355K -$959 -4 -0.3%
VBFP
4058
Valtinson Bruner Financial Planning
Minnesota
$355K +$11K +46 +3%
FRM
4059
Fox Run Management
Connecticut
$354K -$823K -3,435 -70%
JCM
4060
Jag Capital Management
Missouri
$353K +$33.6K +140 +10%
PCMK
4061
Paragon Capital Management (Kansas)
Kansas
$353K -$75.7K -316 -18%
CWA
4062
Cascade Wealth Advisors
Washington
$352K – – –
RIP
4063
RAM Investment Partners
Washington
$352K -$74.3K -310 -17%
YCG
4064
Yeomans Consulting Group
Georgia
$351K -$11.5K -48 -3%
CPA
4065
Cathy Pareto & Associates
Florida
$351K +$351K +1,466 New
RW
4066
RVW Wealth
California
$351K -$71K -296 -17%
WWP
4067
Waypoint Wealth Partners
California
$350K – – –
GA
4068
Greenspring Advisors
Maryland
$350K – – –
AFGAS
4069
Allegiance Financial Group Advisory Services
Virginia
$350K -$20.6K -86 -6%
LA
4070
Lakeside Advisors
Washington
$350K -$70.2K -293 -17%
UFA
4071
Uptown Financial Advisors
Texas
$349K +$349K +1,458 New
WWP
4072
Wise Wealth Partners
Arizona
$349K +$349K +1,458 New
FA
4073
Freestate Advisors
Kansas
$349K -$8.39K -35 -2%
FCM
4074
Fieldview Capital Management
Michigan
$349K +$349K +1,456 New
NRW
4075
Nova R Wealth
Kansas
$349K +$1.68K +7 +0.5%
161 162
163
164 165