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JPMorgan Chase
JPM

Overview Fund Activity

4,598 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, 1,921 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,598
Holders Change
+433
Holders Change %
+10.4%
% of All Funds
61.23%
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
1,921
Closed
84
Calls
$8.24B
Puts
$10.6B
Net Calls
-$2.35B
Net Calls Change
+$82.1M

Top Buyers

1
Northern Trust
1
Northern Trust
Illinois
$8.11B
2
BlackRock
2
BlackRock
New York
$49.5B
3
Viking Global Investors
3
Viking Global Investors
Connecticut
$1.79B
4
DZ Bank
4
DZ Bank
Germany
$2.56B
5
UBS AM
5
UBS AM
Illinois
$4.21B

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$119M
2
Capital World Investors
2
Capital World Investors
California
$6.92B
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$5.23B
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$1.65B
5
Franklin Resources
5
Franklin Resources
California
$3.28B
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS AM
26
UBS AM
Illinois
$4.21B +$591M +2,465,572 +16%
Fisher Asset Management
27
Fisher Asset Management
Washington
$4.17B +$148M +617,164 +4%
Nuveen Asset Management
28
Nuveen Asset Management
Illinois
$3.83B -$82.3M -343,125 -2%
Raymond James Financial
29
Raymond James Financial
Florida
$3.51B +$3.51B +14,655,399 New
Franklin Resources
30
Franklin Resources
California
$3.28B -$333M -1,388,407 -9%
Invesco
31
Invesco
Georgia
$3.17B -$56.9M -237,519 -2%
Deutsche Bank
32
Deutsche Bank
Germany
$3B -$10.9M -45,556 -0.4%
DZ Bank
33
DZ Bank
Germany
$2.56B +$612M +2,551,899 +31%
Neuberger Berman Group
34
Neuberger Berman Group
New York
$2.18B -$130M -544,238 -6%
Boston Partners
35
Boston Partners
Massachusetts
$2.01B -$71.3M -296,372 -3%
Sanders Capital
36
Sanders Capital
Florida
$1.98B +$13.3M +55,602 +0.7%
Barclays
37
Barclays
United Kingdom
$1.92B -$261M -1,088,960 -12%
Viking Global Investors
38
Viking Global Investors
Connecticut
$1.79B +$904M +3,769,652 +102%
HSBC Holdings
39
HSBC Holdings
United Kingdom
$1.75B -$197M -822,861 -10%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$1.7B +$16.1M +67,065 +1%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$1.65B -$347M -1,449,639 -17%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$1.64B -$14.1M -58,961 -0.9%
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$1.63B -$52.6M -219,235 -3%
ClearBridge Investments
44
ClearBridge Investments
New York
$1.61B -$133M -555,410 -8%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$1.5B -$54.8M -228,599 -4%
Schroder Investment Management Group
46
Schroder Investment Management Group
United Kingdom
$1.47B +$93.4M +390,413 +7%
AllianceBernstein
47
AllianceBernstein
Tennessee
$1.46B +$30.6M +127,783 +2%
Baird Financial Group
48
Baird Financial Group
Wisconsin
$1.43B +$24.4M +101,758 +2%
Bessemer Group
49
Bessemer Group
New Jersey
$1.4B -$20.2M -84,346 -1%
Principal Financial Group
50
Principal Financial Group
Iowa
$1.34B -$58.9M -245,703 -4%
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