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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 %
Fifth Third Bancorp
101
Fifth Third Bancorp
Ohio
$528M -$9.95M -41,490 -2%
Royal London Asset Management
102
Royal London Asset Management
United Kingdom
$526M -$5.4M -22,543 -1%
Chevy Chase Trust
103
Chevy Chase Trust
Maryland
$524M -$13.9M -57,954 -3%
Citadel Advisors
104
Citadel Advisors
Florida
$524M +$410M +1,709,705 +360%
Korea Investment Corp
105
Korea Investment Corp
South Korea
$507M -$13.6M -56,829 -3%
Caisse de Depot et Placement du Quebec (CDPQ)
106
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$502M -$143M -596,905 -22%
M&T Bank
107
M&T Bank
New York
$491M -$5.65M -23,559 -1%
Aberdeen Group
108
Aberdeen Group
United Kingdom
$486M -$43.6M -182,027 -8%
BG
109
Bahl & Gaynor
Ohio
$478M -$4.88M -20,341 -1%
Lord, Abbett & Co
110
Lord, Abbett & Co
New Jersey
$477M -$28M -116,928 -6%
Credit Agricole
111
Credit Agricole
France
$474M +$229M +954,807 +93%
Ninety One (UK)
112
Ninety One (UK)
United Kingdom
$463M +$96.1M +400,769 +26%
Universal-Beteiligungs- und Servicegesellschaft
113
Universal-Beteiligungs- und Servicegesellschaft
Germany
$454M +$454M +1,894,131 New
Rockefeller Capital Management
114
Rockefeller Capital Management
New York
$452M +$40.8M +170,145 +10%
Russell Investments Group
115
Russell Investments Group
United Kingdom
$448M -$18.7M -78,125 -4%
Luther King Capital Management (LKCM)
116
Luther King Capital Management (LKCM)
Texas
$448M -$17.7M -73,752 -4%
Aviva
117
Aviva
United Kingdom
$444M +$24.5M +102,319 +6%
Public Employees Retirement Association of Colorado
118
Public Employees Retirement Association of Colorado
Colorado
$439M +$40M +166,662 +10%
BGIM
119
Brandywine Global Investment Management
Pennsylvania
$433M -$29.9M -124,915 -6%
HNB
120
Huntington National Bank
Ohio
$432M +$4.7M +19,590 +1%
KBC Group
121
KBC Group
Belgium
$432M +$57.5M +239,907 +15%
Janney Montgomery Scott
122
Janney Montgomery Scott
Pennsylvania
$430M +$470K +1,960 +0.1%
First Trust Advisors
123
First Trust Advisors
Illinois
$429M +$25M +104,355 +6%
Commonwealth Equity Services
124
Commonwealth Equity Services
Massachusetts
$423M +$1.89M +7,886 +0.4%
Bank of Nova Scotia
125
Bank of Nova Scotia
Ontario, Canada
$420M +$198M +827,164 +89%
3 4
5
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