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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 %
HWA
4301
Hilltop Wealth Advisors
North Carolina
$253K -$36.7K -153 -13%
CFM
4302
Comprehensive Financial Management
California
$252K – – –
RIS
4303
Richmond Investment Services
Wisconsin
$252K +$252K +1,050 New
PIWA
4304
Prevail Innovative Wealth Advisors
Kansas
$252K -$24K -100 -9%
ZRP
4305
Zynergy Retirement Planning
New Jersey
$251K – – –
HI
4306
Human Investing
Oregon
$250K -$12.7K -53 -5%
WFA
4307
Wade Financial Advisory
California
$250K – – –
VAM
4308
Verity Asset Management
North Carolina
$250K +$1.37K +7 +0.5%
BAS
4309
Brueske Advisory Services
Washington
$250K +$250K +1,043 New
LKIM
4310
Lawson Kroeker Investment Management
Nebraska
$250K -$120K -500 -32%
JWM
4311
Jupiter Wealth Management
Colorado
$250K +$112K +468 +82%
MAA
4312
Mraz Amerine & Associates
California
$250K +$250K +1,041 New
PSP
4313
Pacific Sage Partners
Washington
$250K – – –
CWA
4314
CogentBlue Wealth Advisors
Tennessee
$249K +$249K +1,039 New
DCM
4315
DGS Capital Management
New Jersey
$249K +$11.7K +49 +5%
IAA
4316
Ironsides Asset Advisors
North Carolina
$247K – – –
NMG
4317
New Millennium Group
Utah
$246K -$2.26M -9,447 -90%
STFP
4318
Signal Tree Financial Partners
Ohio
$246K +$246K +1,026 New
AA
4319
ACT Advisors
North Carolina
$246K +$246K +1,025 New
MSWA
4320
Marshall & Sterling Wealth Advisors
New York
$245K +$245K +1,022 New
ACM
4321
Alamar Capital Management
California
$245K – – –
KLI
4322
Kelman-Lazarov Inc
Tennessee
$244K -$1.44K -6 -0.6%
MA
4323
MAS Advisors
Florida
$242K – – –
SFO
4324
Standard Family Office
South Dakota
$242K – – –
CWA
4325
Clarus Wealth Advisors
Arizona
$241K -$111K -454 -32%
171 172
173
174 175