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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
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 %
DekaBank Deutsche Girozentrale
76
DekaBank Deutsche Girozentrale
Germany
$817M – – –
CIBC Private Wealth Group
77
CIBC Private Wealth Group
Georgia
$788M -$17M -69,766 -2%
National Bank of Canada
78
National Bank of Canada
Quebec, Canada
$750M -$138M -575,835 -16%
Nordea Investment Management
79
Nordea Investment Management
Sweden
$735M +$93.1M +388,126 +15%
Fidelity International
80
Fidelity International
Bermuda
$715M +$35.2M +146,932 +5%
HighTower Advisors
81
HighTower Advisors
Illinois
$691M +$35.3M +147,134 +5%
Prudential Financial
82
Prudential Financial
New Jersey
$690M -$71.6M -298,676 -9%
Allianz Asset Management
83
Allianz Asset Management
Germany
$690M -$88.7M -369,896 -11%
Truist Financial
84
Truist Financial
North Carolina
$688M +$3.14M +13,092 +0.5%
RG
85
Rathbones Group
United Kingdom
$680M +$31.1M +129,800 +5%
State Board of Administration of Florida Retirement System
86
State Board of Administration of Florida Retirement System
Florida
$654M -$4.74M -19,775 -0.7%
Victory Capital Management
87
Victory Capital Management
Texas
$643M -$9.64M -40,223 -1%
Mariner
88
Mariner
Kansas
$642M +$38.6M +160,973 +6%
Manulife (Manufacturers Life Insurance)
89
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$642M -$5.98M -24,967 -0.9%
Mackenzie Financial
90
Mackenzie Financial
Ontario, Canada
$635M -$43.7M -182,180 -6%
APG Asset Management
91
APG Asset Management
Netherlands
$631M +$518M +2,236,740 +458%
Adage Capital Partners
92
Adage Capital Partners
Massachusetts
$626M -$28.2M -117,600 -4%
Canada Life
93
Canada Life
Manitoba, Canada
$624M +$7.82M +32,598 +1%
New York State Teachers Retirement System (NYSTRS)
94
New York State Teachers Retirement System (NYSTRS)
New York
$584M -$33.8M -141,096 -5%
CWP
95
Capital Wealth Planning
Florida
$575M -$24M -100,149 -4%
William Blair & Company
96
William Blair & Company
Illinois
$572M -$5.96M -24,865 -1%
1832 Asset Management
97
1832 Asset Management
Ontario, Canada
$567M +$10.1M +42,001 +2%
Bank Julius Baer & Co
98
Bank Julius Baer & Co
Switzerland
$550M +$34.9M +134,919 +7%
Focus Partners Wealth
99
Focus Partners Wealth
Massachusetts
$540M +$178M +743,364 +49%
Natixis Advisors
100
Natixis Advisors
Massachusetts
$530M -$3.32M -13,860 -0.6%
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4
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