JPM icon

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 %
GPW
4651
Gentry Private Wealth
Kansas
– -$501K -2,374 Closed
MFS
4652
McNamara Financial Services
Massachusetts
– -$471K -2,232 Closed
KDA
4653
Kraft Davis & Associates
Missouri
– -$475K -2,137 Closed
ADMI
4654
Albert D. Mason Inc
Massachusetts
– -$435K -2,062 Closed
GCM
4655
Glaxis Capital Management
Florida
– -$422K -2,000 Closed
MPCA
4656
Madison Park Capital Advisors
Washington
– -$411K -1,950 Closed
DJYG
4657
David J. Yvars Group
Florida
– -$396K -1,880 Closed
CP
4658
Cumberland Partners
Ontario, Canada
– -$358K -1,700 Closed
EC
4659
EntryPoint Capital
New York
– -$331K -1,570 Closed
TCMP
4660
Thrive Capital Management (Pennsylvania)
Pennsylvania
– -$324K -1,536 Closed
APM
4661
Advanced Portfolio Management
New York
– -$304K -1,440 Closed
MHP
4662
Manatuck Hill Partners
Connecticut
– -$275K -1,305 Closed
KFP
4663
Keystone Financial Planning
Ohio
– -$267K -1,268 Closed
SCA
4664
Scott Capital Advisors
Oregon
– -$264K -1,250 Closed
OR
4665
Olympiad Research
Connecticut
– -$246K -1,168 Closed
PSIWM
4666
Paradigm Strategies in Wealth Management
Minnesota
– -$246K -1,167 Closed
RWM
4667
Revisor Wealth Management
Ohio
– -$227K -1,078 Closed
CPWM
4668
Cypress Point Wealth Management
Texas
– -$226K -1,071 Closed
HOWA
4669
Heritage Oak Wealth Advisors
Florida
– -$223K -1,059 Closed
RIG
4670
Renaissance Investment Group
Massachusetts
– -$218K -1,035 Closed
TWP
4671
TFO Wealth Partners
Ohio
– -$215K -1,018 Closed
CCAL
4672
City Center Advisors LLC
Michigan
– -$214K -1,013 Closed
FWM
4673
Fonville Wealth Management
Virginia
– -$209K -989 Closed
CPW
4674
Crestmont Private Wealth
Texas
– -$201K -951 Closed
MMC
4675
Mizuho Markets Cayman
Cayman Islands
– -$197K -932 Closed
184 185 186
187
188