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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 %
CWM
4351
CMH Wealth Management
New Hampshire
$233K – – –
W
4352
WealthCollab
Washington
$233K +$1.2K +5 +0.5%
MW
4353
Members Wealth
Pennsylvania
$233K +$233K +848 New
VSQM
4354
V-Square Quantitative Management
Illinois
$233K -$41K -171 -15%
AA
4355
Aufman Associates
Pennsylvania
$233K -$40.8K -170 -15%
UOTTAIMCU
4356
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$233K – – –
FFW
4357
Fusion Family Wealth
New York
$233K +$233K +971 New
WCF
4358
West Coast Financial
California
$232K -$5.27K -22 -2%
CWP
4359
Corepath Wealth Partners
Arizona
$231K -$35.4K -143 -13%
LIA
4360
LifePlan Investment Advisors
North Carolina
$230K -$1.68K -7 -0.7%
HWM
4361
HRC Wealth Management
Idaho
$230K +$230K +958 New
PPH
4362
Pure Portfolios Holdings
Oregon
$229K +$229K +956 New
JWM
4363
Jessup Wealth Management
Ohio
$229K +$229K +956 New
CI
4364
Carroll Investors
South Carolina
$229K – – –
AAS
4365
AdviceOne Advisory Services
Connecticut
$229K +$229K +955 New
PP
4366
PFS Partners
New Jersey
$229K -$5.03K -21 -2%
AI
4367
Auour Investments
Massachusetts
$228K +$228K +854 New
MKA
4368
M. Kulyk & Associates
Georgia
$228K +$228K +952 New
ES
4369
ETF Store
Kansas
$228K +$228K +951 New
TCFP
4370
Treasure Coast Financial Planning
Florida
$228K – – –
TCCM
4371
Timber Creek Capital Management
Massachusetts
$228K – – –
MWM
4372
Magnolia Wealth Management
Alabama
$227K – – –
BBW
4373
Blue Barn Wealth
Utah
$227K +$227K +949 New
NFW
4374
Noble Family Wealth
Florida
$227K +$227K +950 New
AC
4375
Avant Capital
Louisiana
$227K +$227K +947 New
173 174
175
176 177