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JPMorgan Chase
JPM

Overview Fund Activity

4,600 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
4,600
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 %
FG
4426
Fairman Group
Pennsylvania
$213K -$2.88K -12 -1%
WMN
4427
Wealth Management Nebraska
Nebraska
$211K +$211K +879 New
RH
4428
RFG Holdings
Texas
$211K +$211K +877 New
SIA
4429
Spectrum Investment Advisors
Wisconsin
$210K +$210K +878 New
CIG
4430
CHB Investment Group
Pennsylvania
$210K +$210K +878 New
OWCM
4431
One Wealth Capital Management
Arizona
$210K +$210K +875 New
CFP
4432
Comprehensive Financial Planning
Pennsylvania
$209K +$209K +873 New
FA
4433
Financial Avengers
California
$209K +$959 +4 +0.5%
HAFS
4434
Hapanowicz & Associates Financial Services
Pennsylvania
$209K +$209K +872 New
AAM
4435
Austin Asset Management
Texas
$209K +$209K +870 New
CB
4436
Chris Bulman
California
$209K +$209K +870 New
MIM
4437
Macroview Investment Management
Maryland
$208K – – –
EIA
4438
Eastover Investment Advisors
North Carolina
$207K -$65.2K -272 -24%
LFA
4439
Legend Financial Advisors
Pennsylvania
$207K – – –
RCA
4440
Runnymede Capital Advisors
Ohio
$207K +$207K +862 New
BWG
4441
Balanced Wealth Group
Ohio
$205K +$205K +768 New
IWB
4442
Innovative Wealth Building
Maryland
$205K +$205K +856 New
UC
4443
Unio Capital
New Jersey
$204K -$100K -419 -33%
CIM
4444
Confluence Investment Management
Missouri
$204K +$204K +852 New
MJP
4445
Michael J. Puzo
$204K +$204K +850 New
RA
4446
Rodgers & Associates
Pennsylvania
$203K +$203K +848 New
MAMG
4447
Milestone Asset Management Group
Connecticut
$203K +$203K +848 New
PFM
4448
Peak Financial Management
Massachusetts
$203K +$203K +846 New
JC
4449
JBGlobal.com
New York
$202K +$202K +844 New
PWM
4450
Peterson Wealth Management
Nevada
$202K +$202K +842 New
176 177
178
179 180