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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 %
AAS
4101
Asset Allocation Strategies
Michigan
$336K +$2.75K +10 +0.8%
EE
4102
EWG Elevate
California
$336K +$46.3K +193 +16%
SIM
4103
Sterling Investment Management
Arizona
$335K – – –
CCM
4104
Chiron Capital Management
Florida
$335K +$335K +1,398 New
PFG
4105
Pinnacle Financial Group
Illinois
$335K +$75.2K +314 +29%
MAM
4106
Mainsail Asset Management
Alabama
$334K – – –
VWM
4107
Verus Wealth Management
Wisconsin
$334K +$334K +1,394 New
CCC
4108
Chelsea Counsel Company
California
$334K – – –
PVAMC
4109
PPS&V Asset Management Consultants
Michigan
$333K +$240 +1 +0.1%
AWM
4110
Able Wealth Management
New Jersey
$333K +$14.6K +61 +5%
NCMW
4111
Northern Capital Management (Washington)
Washington
$332K -$43.1K -180 -12%
SA
4112
Sicart Associates
New York
$332K – – –
APWM
4113
Anchor Pointe Wealth Management
Missouri
$331K +$331K +1,382 New
PA
4114
PharVision Advisers
Florida
$330K +$330K +1,376 New
AWM
4115
Avondale Wealth Management
Texas
$330K – – –
RL
4116
Retireful LLC
Michigan
$329K +$329K +1,373 New
WWA
4117
Wealth Watch Advisors
Colorado
$329K +$329K +1,363 New
EW
4118
Entruity Wealth
California
$328K +$328K +1,370 New
LAM
4119
Lountzis Asset Management
Pennsylvania
$328K – – –
EMC
4120
Everest Management Corp
California
$328K +$328K +1,367 New
ORI
4121
Oak Ridge Investments
Illinois
$327K -$7.43K -31 -2%
PFA
4122
Plotkin Financial Advisors
Maryland
$327K +$14.9K +62 +5%
GC
4123
Gibson Capital
Pennsylvania
$326K -$16.8K -70 -5%
LSWP
4124
Liberty Square Wealth Partners
Pennsylvania
$325K +$325K +1,175 New
KCIC
4125
Kuhn & Co Investment Counsel
Illinois
$325K +$19.2K +80 +6%
163 164
165
166 167