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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 %
KG
4551
Kieckhefer Group
Wisconsin
$50.3K +$50.3K +210 New
UIA
4552
Ulland Investment Advisors
Minnesota
$50K – – –
BFS
4553
Bare Financial Services
Pennsylvania
$48.7K – – –
LWA
4554
Lowe Wealth Advisors
Maryland
$48.2K +$12.2K +51 +34%
APW
4555
Atlantic Private Wealth
North Carolina
$47.9K – – –
KSWA
4556
Kathleen S. Wright Associates
Pennsylvania
$47.9K – – –
RCM
4557
Richardson Capital Management
Wisconsin
$46K – – –
CF
4558
Collier Financial
Colorado
$45.1K +$45.1K +188 New
MRP
4559
Measured Risk Portfolios
California
$44.1K +$44.1K +184 New
LAM
4560
Lummis Asset Management
Texas
$43.6K -$162K -676 -79%
NECFA
4561
New England Capital Financial Advisors
Connecticut
$43.3K +$239 +1 +0.6%
MCA
4562
Midwest Capital Advisors
Michigan
$43K +$43K +180 New
PMIM
4563
Prudent Man Investment Management
Colorado
$42.7K +$42.7K +178 New
SFCL
4564
Strengthening Families & Communities LLC
Massachusetts
$41K +$240 +1 +0.6%
ICCON
4565
Investment Counsel Company of Nevada
Nevada
$37.3K +$37.3K +156 New
CWA
4566
Carolina Wealth Advisors
South Carolina
$35.7K -$9.59K -40 -21%
SIP
4567
Sellwood Investment Partners
Oregon
$33.6K +$33.6K +140 New
CIR
4568
Clear Investment Research
Georgia
$33.3K – – –
MBFW
4569
Morton Brown Family Wealth
Pennsylvania
$32.2K +$4.33K +18 +16%
FCG
4570
Financial Connections Group
California
$31K +$5.96K +25 +24%
BIM
4571
Breakwater Investment Management
Washington
$30.4K – – –
SC
4572
Swan Capital
Florida
$30K – – –
CAM
4573
Clarity Asset Management
Iowa
$29.5K +$240 +1 +0.8%
RPA
4574
Redwood Park Advisors
California
$28.8K +$28.8K +120 New
CPL
4575
Capital & Planning LLC
Georgia
$25.2K +$25.2K +105 New
181 182
183
184 185