JPM icon

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 %
CIA
4251
Caerus Investment Advisors
Texas
$272K – – –
PWA
4252
PCG Wealth Advisors
Kansas
$272K – – –
CSIA
4253
Conrad Siegel Investment Advisors
Pennsylvania
$271K -$7.19K -30 -3%
JWM
4254
JDH Wealth Management
California
$271K +$271K +1,129 New
SGI
4255
Swan Global Investments
Colorado
$270K +$270K +1,128 New
NA
4256
Nautilus Advisors
California
$270K +$270K +1,125 New
BA
4257
Bellwether Advisors
Nebraska
$269K +$21.1K +88 +9%
B
4258
Bellecapital
Switzerland
$269K -$4.08K -17 -1%
AWMG
4259
ADG Wealth Management Group
Louisiana
$269K +$269K +1,121 New
FFC
4260
Frederick Financial Consultants
Maryland
$268K +$268K +1,120 New
AAM
4261
Auxier Asset Management
Oregon
$267K – – –
SCM
4262
Stonehearth Capital Management
Massachusetts
$267K – – –
VI
4263
VanderPol Investments
Michigan
$266K +$19.9K +83 +8%
JSA
4264
Jim Saulnier & Associates
Colorado
$266K +$479 +2 +0.2%
PWP
4265
Parkwoods Wealth Partners
New York
$266K – – –
LL
4266
LPWM LLC
Minnesota
$266K – – –
Eagle Capital Management (New York)
4267
Eagle Capital Management (New York)
New York
$266K – – –
AFO
4268
Arrowroot Family Office
California
$266K -$8.15K -34 -3%
AWM
4269
AAF Wealth Management
Massachusetts
$265K +$27.6K +115 +12%
WI
4270
Westbourne Investments
Virginia
$265K +$265K +1,105 New
NA
4271
Novus Advisors
South Carolina
$264K +$264K +1,103 New
WCM
4272
Wealthcare Capital Management
Virginia
$264K +$35.5K +148 +16%
PFA
4273
Petra Financial Advisors
Colorado
$263K -$14.6K -61 -5%
SWP
4274
ShoreHaven Wealth Partners
New Jersey
$263K +$1.2K +5 +0.5%
2L
4275
25 LLC
Missouri
$262K +$480 +2 +0.2%
169 170
171
172 173