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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 %
CMMS
4376
Comprehensive Money Management Services
Florida
$227K +$227K +947 New
SFG
4377
Synergy Financial Group
California
$226K +$226K +944 New
CCM
4378
Check Capital Management
California
$226K +$226K +941 New
CWM
4379
Concentrum Wealth Management
California
$225K +$225K +940 New
HFS
4380
Hoge Financial Services
Pennsylvania
$225K +$225K +939 New
MWA
4381
Monograph Wealth Advisors
California
$225K +$225K +938 New
OMC
4382
Old Mission Capital
Illinois
$225K +$225K +937 New
DCM
4383
Dimension Capital Management
Florida
$224K -$8.39K -35 -4%
QP
4384
Quartz Partners
New York
$224K +$224K +934 New
AWP
4385
Astra Wealth Partners
New Jersey
$224K +$224K +933 New
SSCM
4386
Spectrum Strategic Capital Management
Oregon
$224K +$224K +933 New
4WM
4387
4J Wealth Management
Virginia
$223K -$42K -175 -16%
LFP
4388
Leeward Financial Partners
Washington
$222K +$222K +927 New
SCA
4389
Sander Capital Advisors
Washington
$222K – – –
BHWA
4390
Beacon Harbor Wealth Advisors
Virginia
$222K +$222K +926 New
RPA
4391
Rock Point Advisors
Vermont
$222K -$32.6K -136 -13%
TF
4392
Theory Financial
Colorado
$222K +$222K +925 New
CM
4393
Capula Management
Cayman Islands
$221K -$293K -1,223 -57%
MB
4394
Mizuho Bank
Japan
$221K – – –
MFG
4395
Midwest Financial Group
Kansas
$220K +$220K +919 New
VIA
4396
Virtus Investment Advisers
Connecticut
$220K – – –
ORAM
4397
One River Asset Management
Connecticut
$220K +$220K +920 New
BWG
4398
Boomfish Wealth Group
Georgia
$220K +$220K +918 New
BWG
4399
Beta Wealth Group
California
$220K +$220K +918 New
FFO
4400
Fiduciary Family Office
Florida
$219K -$3.05M -12,727 -93%
174 175
176
177 178