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JPMorgan Chase
JPM

Overview Fund Activity

4,599 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, 1,695 increasing their positions, 1,922 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,599
Holders Change
+433
Holders Change %
+10.39%
% 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
1,695
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
$8.11B
2
BlackRock
BlackRock
New York
$49.5B
3
Viking Global Investors
Viking Global Investors
Connecticut
$1.79B
4
DZ Bank
DZ Bank
Germany
$2.56B
5
UBS AM
UBS AM
Illinois
$4.21B

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$119M
2
Capital World Investors
Capital World Investors
California
$6.92B
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$5.23B
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$1.65B
5
Franklin Resources
Franklin Resources
California
$3.28B
Name Holding Trade Value Shares
Change 		Shares
Change %
TCTWM
4451
Three Cord True Wealth Management
Pennsylvania
$201K +$201K +840 New
RC
4452
Rahlfs Capital
Texas
$201K +$201K +838 New
SH
4453
SLT Holdings
Arizona
$200K +$200K +835 New
BCWM
4454
Ball & Co Wealth Management
Tennessee
$199K +$199K +831 New
PWA
4455
Principia Wealth Advisory
Texas
$198K +$198K +826 New
TCM
4456
TruNorth Capital Management
Michigan
$195K +$35.2K +147 +22%
PS
4457
Pinney & Scofield
Massachusetts
$194K +$194K +810 New
NWM
4458
Navigoe Wealth Management
California
$191K +$191K +801 New
VWM
4459
Vermillion Wealth Management
Minnesota
$189K +$189K +790 New
TCM
4460
TD Capital Management
Tennessee
$188K -$11.7K -49 -6%
CWM
4461
Consultiva Wealth Management
Puerto Rico
$186K +$186K +774 New
GK
4462
Graney & King
New York
$185K +$185K +773 New
PC
4463
Promus Capital
Illinois
$183K +$183K +764 New
VWA
4464
Valued Wealth Advisors
Utah
$180K -$28.8K -120 -14%
MFG
4465
Mendota Financial Group
Wisconsin
$179K -$22.8K -95 -11%
DF
4466
Dunhill Financial
United Kingdom
$176K +$33.1K +138 +23%
PPA
4467
Painted Porch Advisors
California
$174K +$103K +429 +144%
WWA
4468
Wingate Wealth Advisors
Massachusetts
$174K +$174K +727 New
T
4469
Tidemark
California
$174K +$12.2K +51 +8%
MAM
4470
Meeder Asset Management
Ohio
$171K -$8.63K -36 -5%
PCWA
4471
Pacific Capital Wealth Advisors
California
$171K -$15.3K -64 -8%
SIM
4472
Synergy Investment Management
Florida
$170K +$170K +710 New
FLP
4473
Financial Life Planners
Arizona
$168K +$168K +700 New
BFP
4474
Briaud Financial Planning
Texas
$168K +$121K +505 +254%
GWM
4475
Guardian Wealth Management
Illinois
$167K -$3.36K -14 -2%
177 178
179
180 181