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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 %
CA
4151
Crane Advisory
California
$314K – – –
AW
4152
Avion Wealth
Texas
$313K +$149K +624 +91%
PTCG
4153
Pring Turner Capital Group
California
$313K -$4.8K -20 -2%
RA
4154
Resolute Advisors
California
$313K +$313K +1,305 New
D
4155
Dentgroup
Louisiana
$312K -$1.92K -8 -0.6%
PCC
4156
Park Circle Company
Maryland
$312K – – –
LPFG
4157
Landing Point Financial Group
Ohio
$311K +$311K +1,130 New
UWM
4158
USAdvisors Wealth Management
Minnesota
$311K -$21.8K -91 -7%
PP
4159
PrairieView Partners
Minnesota
$311K +$71.8K +300 +30%
AC
4160
AWM Capital
Arizona
$311K +$24.9K +104 +9%
DWM
4161
David Wealth Management
Virginia
$311K +$311K +1,295 New
IWS
4162
Integrity Wealth Solutions
Colorado
$311K +$40K +167 +15%
EC
4163
Eaton-Cambridge
Arizona
$310K +$1.92K +8 +0.6%
GRA
4164
Golden Road Advisors
Florida
$310K -$1.44K -6 -0.5%
VR
4165
Valued Retirements
Texas
$310K – – –
CWMS
4166
Cannon Wealth Management Services
North Carolina
$309K +$5.6K +21 +2%
TFG
4167
Tilson Financial Group
New Jersey
$309K +$7.92K +33 +3%
SCM
4168
Sebold Capital Management
Illinois
$309K -$35.5K -148 -10%
FWA
4169
FOCUS Wealth Advisors
Texas
$308K – – –
IPA
4170
Investment Planning Advisors
Georgia
$308K +$308K +1,285 New
WH
4171
Whitcomb & Hess
Ohio
$308K -$14.9K -62 -5%
WCP
4172
Wick Capital Partners
Pennsylvania
$308K -$29K -121 -9%
CWM
4173
CarsonAllaria Wealth Management
Illinois
$307K -$60.9K -254 -17%
SCM
4174
Sage Capital Management
New Jersey
$306K -$126K -525 -29%
WWM
4175
Wiser Wealth Management
Georgia
$306K +$37.6K +157 +14%
165 166
167
168 169