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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 %
FFP
4201
Freedom Financial Partners
Minnesota
$292K +$292K +1,220 New
FGA
4202
Fortis Group Advisors
New Jersey
$291K +$218K +911 +300%
MFGP
4203
Marshall Financial Group (Pennsylvania)
Pennsylvania
$291K -$48.9K -204 -14%
QCIG
4204
Quad-Cities Investment Group
Iowa
$291K +$240 +1 +0.1%
ARG
4205
Advisory Resource Group
Oklahoma
$291K +$13.2K +55 +5%
FCC
4206
Flower City Capital
New York
$290K – – –
ETC
4207
Exchange Traded Concepts
Oklahoma
$290K -$9.99M -41,688 -97%
AP
4208
Aspect Partners
Virginia
$290K -$2.16K -9 -0.7%
HA
4209
Hanover Advisors
South Carolina
$290K – – –
PC
4210
Prairiewood Capital
North Dakota
$289K – – –
Q1WB
4211
Quest 10 Wealth Builders
Virginia
$289K +$289K +1,206 New
GWA
4212
Geometric Wealth Advisors
District of Columbia
$288K +$11.7K +49 +4%
FWSM
4213
First Wilshire Securities Management
California
$288K – – –
GFP
4214
Guardian Financial Partners
California
$288K +$27.1K +113 +10%
CC
4215
Capstone Capital
Nevada
$287K -$479 -2 -0.2%
DFP
4216
Defined Financial Planning
California
$287K +$287K +1,196 New
KFG
4217
Kingdom Financial Group
Arizona
$286K +$1.44K +6 +0.5%
MWM
4218
Momentous Wealth Management
Washington
$286K +$286K +1,193 New
SC
4219
Scholtz & Company
Connecticut
$285K – – –
CWMA
4220
Capstone Wealth Management (Alabama)
Alabama
$285K +$285K +1,191 New
AFS
4221
AFG Fiduciary Services
Massachusetts
$285K – – –
AWP
4222
Avid Wealth Partners
Texas
$285K +$21.6K +90 +8%
CCM
4223
Cutler Capital Management
Massachusetts
$285K +$165K +688 +138%
VW
4224
Veridan Wealth
Oregon
$284K +$284K +1,065 New
KFG
4225
Kelly Financial Group
Connecticut
$284K +$284K +1,185 New
167 168
169
170 171