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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 %
MPW
4276
MA Private Wealth
California
$262K -$3.6K -15 -1%
LAMC
4277
Longview Asset Management (California)
California
$261K +$261K +1,090 New
MFA
4278
McClarren Financial Advisors
Pennsylvania
$260K +$719 +3 +0.3%
LAM
4279
Lifestyle Asset Management
Texas
$260K +$11K +46 +4%
FA
4280
Fortis Advisors
Pennsylvania
$259K +$259K +1,081 New
RPGNY
4281
Retirement Planning Group (New York)
New York
$259K +$259K +1,080 New
BBNB
4282
Baker Boyer National Bank
Washington
$258K -$40.8K -170 -14%
TCM
4283
Tradewinds Capital Management
Washington
$258K – – –
AC
4284
Annandale Capital
Texas
$258K – – –
CWA
4285
Cura Wealth Advisors
Illinois
$257K +$257K +1,074 New
CWMGP
4286
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$257K +$480 +2 +0.2%
VPF
4287
Vantage Point Financial
Illinois
$257K +$257K +1,072 New
TCM
4288
TABR Capital Management
California
$257K +$257K +1,070 New
RRCM
4289
Rappaport Reiches Capital Management
Illinois
$256K +$9.35K +39 +4%
EP
4290
EPIQ Partners
Minnesota
$256K – – –
TPCM
4291
Templeton & Phillips Capital Management
Tennessee
$255K – – –
NOI
4292
Newton One Investments
Delaware
$255K +$1.44K +6 +0.6%
WAM
4293
WFA Asset Management
Wisconsin
$255K +$1.44K +6 +0.6%
PA
4294
Parkside Advisors
California
$255K – – –
NERM
4295
New England Research & Management
Illinois
$255K – – –
OCFG
4296
O'Connor Financial Group
Illinois
$255K – – –
LPP
4297
Life Planning Partners
Florida
$255K -$3.6K -15 -1%
SF
4298
SWP Financial
California
$254K – – –
ECAM
4299
East Coast Asset Management
Massachusetts
$253K -$24K -100 -9%
OWM
4300
Opes Wealth Management
California
$253K +$253K +1,056 New
170 171
172
173 174