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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 %
MA
4176
Mezzasalma Advisors
New Jersey
$306K +$306K +1,277 New
MFS
4177
Madrona Financial Services
Washington
$306K -$11.5K -48 -4%
PSC
4178
Prentiss Smith & Co
Vermont
$304K – – –
OPWM
4179
Oregon Pacific Wealth Management
Oregon
$302K +$302K +1,259 New
AV
4180
Aspiring Ventures
Ohio
$302K +$302K +1,164 New
SBCM
4181
Silverberg Bernstein Capital Management
New York
$301K – – –
MLFP
4182
MPS Loria Financial Planners
Illinois
$300K +$240 +1 +0.1%
CIAS
4183
CBIZ Investment Advisory Services
Ohio
$300K -$17.5K -73 -6%
WN
4184
Williams & Novak
California
$300K -$278K -1,159 -48%
TLFA
4185
True Link Financial Advisors
California
$299K +$12K +50 +4%
GCM
4186
G2 Capital Management
Ohio
$299K – – –
OAJ
4187
Ogorek Anthony Joseph
New York
$298K +$1.2K +5 +0.4%
PIA
4188
Panoramic Investment Advisors
Colorado
$298K +$298K +1,243 New
HSWM
4189
Hubbell Strickland Wealth Management
Louisiana
$298K +$719 +3 +0.2%
FWM
4190
FMB Wealth Management
California
$297K +$959 +4 +0.3%
PRRFG
4191
Paul R. Ried Financial Group
Washington
$297K +$297K +1,239 New
CMP
4192
Coston McIsaac & Partners
Maine
$296K – – –
HFS
4193
HBC Financial Services
Washington
$296K +$239 +1 +0.1%
WFP
4194
Wrenne Financial Planning
Kentucky
$296K – – –
SOWAS
4195
Silver Oak Wealth Advisors Services
California
$295K +$295K +520 New
BA
4196
Ballew Advisors
Mississippi
$294K +$489 +2 +0.2%
CPA
4197
Clear Point Advisors
New York
$293K -$2.64K -11 -0.9%
FA
4198
FSA Advisors
Michigan
$293K -$313K -1,305 -52%
CFSG
4199
Clark Financial Services Group
Missouri
$293K +$10.1K +42 +4%
MCIA
4200
Mountain Capital Investment Advisors
Colorado
$293K -$17.9K -69 -6%
166 167
168
169 170