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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 %
CIC
4326
Chase Investment Counsel
Virginia
$241K – – –
NLWP
4327
Next Level Wealth Planning
Idaho
$240K +$240K +1,002 New
WRM
4328
Weybosset Research & Management
Rhode Island
$240K – – –
SCM
4329
Stonebridge Capital Management
California
$240K – – –
HAM
4330
Hedges Asset Management
Nevada
$240K -$791K -3,300 -77%
BT
4331
Brandywine Trust
Delaware
$240K – – –
SWM
4332
StoneCrest Wealth Management
Arizona
$240K – – –
BAM
4333
BOCHK Asset Management
Hong Kong
$240K – – –
WCM
4334
Windward Capital Management
California
$240K – – –
GC
4335
Gruss & Co
Florida
$240K +$240K +1,000 New
SC
4336
Shay Capital
New York
$240K +$240K +1,000 New
SFM
4337
Stack Financial Management
Montana
$239K +$6.47K +27 +3%
UI
4338
Unconventional Investor
New Hampshire
$239K – – –
OWA
4339
Oak Wealth Advisors
Illinois
$237K +$237K +990 New
FSWA
4340
Financial Synergies Wealth Advisors
Texas
$237K -$28.3K -118 -11%
FS
4341
Ferguson Shapiro
Georgia
$237K +$237K +989 New
CIM
4342
Corbyn Investment Management
Maryland
$237K -$44.3K -185 -16%
FPW
4343
Flagship Private Wealth
Massachusetts
$237K +$1.2K +5 +0.5%
JWM
4344
Jackson Wealth Management
Florida
$236K – – –
BCAM
4345
Boston Common Asset Management
Massachusetts
$236K -$23.7K -99 -9%
SHIM
4346
Stone House Investment Management
Pennsylvania
$236K -$34.8K -145 -13%
EAM
4347
Everstar Asset Management
North Carolina
$235K -$17.3K -72 -7%
HCC
4348
Hirtle Callaghan & Co
Pennsylvania
$235K +$235K +982 New
PA
4349
Planning Alternatives
Michigan
$234K – – –
E3F
4350
Eight 31 Financial
Texas
$234K -$17.5K -73 -7%
172 173
174
175 176