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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 %
MPPW
4076
Mitchell & Pahl Private Wealth
Oklahoma
$348K +$348K +1,453 New
HIS
4077
Horizon Investment Services
Indiana
$348K +$45.6K +190 +15%
CCA
4078
Catalyst Capital Advisors
New York
$348K +$318K +1,325 +1,052%
LF
4079
Lighthouse Financial
Florida
$347K +$347K +1,449 New
AA
4080
Acorns Advisers
California
$347K +$17.7K +74 +5%
DWS
4081
Dynamic Wealth Strategies
California
$347K -$52K -217 -13%
AL
4082
ACAS LLC
California
$346K -$41.1K -152 -11%
TFA
4083
Tobias Financial Advisors
Florida
$346K +$38.6K +161 +13%
BWP
4084
BlueStem Wealth Partners
Minnesota
$344K +$344K +1,437 New
RFN
4085
Redwood Financial Network
Ohio
$344K +$959 +4 +0.3%
YWM
4086
Yoder Wealth Management
California
$344K +$9.35K +39 +3%
CCM
4087
Carlson Capital Management
Minnesota
$344K +$99K +413 +40%
EW
4088
Enzi Wealth
Texas
$343K +$17.6K +67 +5%
AWC
4089
Adamsbrown Wealth Consultants
Kansas
$342K +$10.8K +45 +3%
PWM
4090
Penobscot Wealth Management
Maine
$341K +$10.6K +44 +3%
HWMT
4091
Heritage Wealth Management (Texas)
Texas
$341K -$21.8K -91 -6%
DB
4092
Dravo Bay
Delaware
$341K – – –
HWM
4093
Hobbs Wealth Management
Indiana
$341K +$341K +1,422 New
CFP
4094
Cypress Financial Planning
New Jersey
$341K +$6.95K +29 +2%
BOSSRA
4095
B.O.S.S. Retirement Advisors
Utah
$341K -$6.26M -26,119 -95%
DP
4096
DDD Partners
Washington
$339K +$9.11K +38 +3%
SA
4097
Skyline Advisors
Washington
$339K -$101K -421 -23%
RK
4098
Rather & Kittrell
Tennessee
$338K +$479 +2 +0.1%
OPWM
4099
Oxinas Partners Wealth Management
Indiana
$337K -$182K -758 -35%
MPW
4100
MGO Private Wealth
California
$336K -$129K -537 -28%
162 163
164
165 166