JPM icon

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 %
NHFG
4401
New Harbor Financial Group
Massachusetts
$219K -$20.4K -85 -9%
MA
4402
McGrath & Associates
North Carolina
$219K +$219K +915 New
WIP
4403
WealthCare Investment Partners
Rhode Island
$219K +$219K +912 New
MSG
4404
Main Street Group
Virginia
$219K -$3.6K -15 -2%
AAM
4405
Ameraudi Asset Management
New York
$219K +$219K +912 New
RIM
4406
Reliant Investment Management
Tennessee
$218K +$218K +911 New
DK
4407
David Kennon
Florida
$218K +$218K +911 New
HCRE
4408
Hoya Capital Real Estate
Connecticut
$218K +$218K +910 New
AC
4409
Attessa Capital
Arizona
$218K +$218K +910 New
AFG
4410
Altiora Financial Group
Ohio
$218K +$218K +908 New
GAM
4411
GEM Asset Management
Michigan
$217K +$217K +906 New
GCM
4412
Gator Capital Management
Florida
$217K +$217K +905 New
DI
4413
Disciplined Investments
Oklahoma
$217K +$217K +904 New
HSWS
4414
Higgins & Schmidt Wealth Strategies
Colorado
$217K +$217K +904 New
KC
4415
Kades & Cheifetz
Pennsylvania
$217K -$16.3K -68 -7%
SC
4416
Schubert & Co
Texas
$216K +$216K +902 New
OBWP
4417
O'Brien Wealth Partners
Massachusetts
$216K -$21.1K -88 -9%
GBA
4418
Garrison Bradford & Associates
New York
$216K +$216K +900 New
BWMG
4419
Barnes Wealth Management Group
California
$215K +$215K +899 New
PA
4420
Pineridge Advisors
Missouri
$215K +$132K +549 +157%
TCOK
4421
Trust Company of Kansas
Kansas
$215K +$215K +899 New
CQWA
4422
Chokshi & Queen Wealth Advisors
California
$215K +$215K +896 New
FGG
4423
Financial Guidance Group
Florida
$214K +$214K +894 New
CDWM
4424
Campbell Deegan Wealth Management
Virginia
$214K +$214K +892 New
IP
4425
Integras Partners
Georgia
$214K +$214K +891 New
175 176
177
178 179