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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 %
AWM
4226
Act Wealth Management
Texas
$284K -$28.3K -118 -9%
SCM
4227
Saxony Capital Management
Missouri
$284K +$240 +1 +0.1%
AWM
4228
Austin Wealth Management
Texas
$282K +$282K +1,087 New
AWM
4229
Arista Wealth Management
Nevada
$282K – – –
IWP
4230
IAG Wealth Partners
Wisconsin
$282K +$25.2K +105 +10%
FAC
4231
Financial Advisory Corporation
Michigan
$282K +$282K +1,174 New
AC
4232
AIFG Consultants
New York
$281K -$479 -2 -0.2%
DA
4233
Dash Acquisitions
California
$280K +$280K +1,047 New
PWA
4234
Prairie Wealth Advisors
Nebraska
$280K -$8.15K -34 -3%
IHWM
4235
Iron Horse Wealth Management
Iowa
$279K +$2.4K +10 +0.9%
VPWA
4236
Vestia Personal Wealth Advisors
Indiana
$279K +$31.2K +130 +13%
SWP
4237
Significant Wealth Partners
Illinois
$278K +$1.92K +8 +0.7%
HC
4238
Hoese & Co
Minnesota
$278K +$162K +675 +139%
SAM
4239
Satovsky Asset Management
New York
$278K -$70K -286 -20%
EFN
4240
Equita Financial Network
Pennsylvania
$278K +$21.1K +88 +8%
ACM
4241
Aurdan Capital Management
Pennsylvania
$277K +$277K +1,154 New
CAM
4242
Creekmur Asset Management
Illinois
$276K +$240 +1 +0.1%
LGW
4243
Leslie Global Wealth
Illinois
$276K +$3.12K +13 +1%
TFA
4244
TPG Financial Advisors
Oregon
$275K -$13.2K -55 -5%
FW
4245
Fidato Wealth
Ohio
$275K +$275K +1,149 New
WFA
4246
Websterrogers Financial Advisors
South Carolina
$275K +$275K +1,147 New
PWM
4247
Parkshore Wealth Management
California
$273K +$273K +1,139 New
CFO
4248
Custos Family Office
Texas
$273K +$273K +1,138 New
OWM
4249
Orgel Wealth Management
Wisconsin
$273K +$5.27K +22 +2%
GWSA
4250
Global Wealth Strategies & Associates
Colorado
$272K +$116K +485 +75%
168 169
170
171 172