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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 %
HIF
4126
Hill Island Financial
Michigan
$325K -$11.3K -47 -3%
IWM
4127
IMG Wealth Management
Florida
$325K +$325K +1,354 New
AGDI
4128
Absolute Gestao de Investimentos
Brazil
$324K +$27.1K +113 +9%
JRFS
4129
James Reed Financial Services
Ohio
$324K +$324K +1,351 New
FI
4130
FWG Investments
Kentucky
$324K -$14.1K -59 -4%
CA
4131
Cumberland Advisors
Florida
$324K – – –
FWS
4132
FinDec Wealth Services
California
$323K +$480 +2 +0.1%
HIM
4133
Harbour Investment Management
Washington
$322K +$322K +1,345 New
WA
4134
Whipplewood Advisors
Colorado
$322K +$322K +1,345 New
BF
4135
Brogan Financial
Tennessee
$321K +$15.1K +63 +5%
AIFAIM
4136
American Institute for Advanced Investment Management
Arizona
$321K -$106K -443 -25%
JPLA
4137
Joseph P. Lucia & Associates
New York
$321K +$6.71K +28 +2%
NQWM
4138
Northwest Quadrant Wealth Management
Oregon
$320K +$320K +1,335 New
SWA
4139
Strata Wealth Advisors
Texas
$318K +$11.5K +48 +4%
ICM
4140
Intrepid Capital Management
Florida
$318K – – –
TWM
4141
Tumwater Wealth Management
Idaho
$318K +$318K +1,327 New
TWM
4142
Tolleson Wealth Management
Texas
$318K +$318K +1,325 New
PPWM
4143
Perissos Private Wealth Management
Oklahoma
$316K +$5.99K +25 +2%
HFF
4144
Halter Ferguson Financial
Indiana
$316K -$12K -50 -4%
KWA
4145
Kondo Wealth Advisors
California
$316K +$316K +1,319 New
WPWM
4146
Western Pacific Wealth Management
Illinois
$315K – – –
SMF
4147
Sterling Manor Financial
New York
$315K – – –
FWM
4148
Fortress Wealth Management
California
$315K – – –
ACP
4149
Arcus Capital Partners
Georgia
$315K +$75.7K +378 +32%
SA
4150
Scarborough Advisors
Maryland
$314K +$314K +1,312 New
164 165
166
167 168