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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 %
PA
176
Paralel Advisors
Colorado
$246M – – –
BTW
177
Boston Trust Walden
Massachusetts
$246M -$3.21M -13,401 -1%
State of Tennessee, Department of Treasury
178
State of Tennessee, Department of Treasury
Tennessee
$245M -$14.2M -59,111 -5%
Empower Advisory Group
179
Empower Advisory Group
Colorado
$244M +$1.25M +5,229 +0.5%
DnB Asset Management
180
DnB Asset Management
Norway
$242M +$27.7M +115,406 +13%
Rafferty Asset Management
181
Rafferty Asset Management
New York
$238M +$6.88M +28,694 +3%
Toronto Dominion Bank
182
Toronto Dominion Bank
Ontario, Canada
$236M -$16.2M -67,677 -6%
CLOS
183
Compagnie Lombard Odier SCmA
Switzerland
$236M +$11.7M +48,704 +5%
LF
184
Lansforsakringar Fondforvaltning
Sweden
$236M +$236M +982,594 New
JFL
185
Jarislowsky, Fraser Ltd
Quebec, Canada
$233M -$1.85M -7,703 -0.8%
CWM
186
CIBC World Markets
New York
$232M -$15.2M -63,455 -6%
TWC
187
TD Waterhouse Canada
Ontario, Canada
$232M +$11.2M +46,809 +5%
Retirement Systems of Alabama
188
Retirement Systems of Alabama
Alabama
$229M -$2.58M -10,777 -1%
Nisa Investment Advisors
189
Nisa Investment Advisors
Missouri
$228M -$3.65M -15,228 -2%
JWBC
190
John W. Bristol & Co
New York
$224M -$5.05M -21,085 -2%
AI
191
Axiom Investors
Connecticut
$223M +$223M +930,284 New
AQR Capital Management
192
AQR Capital Management
Connecticut
$218M +$30.9M +128,884 +16%
Cetera Investment Advisers
193
Cetera Investment Advisers
Illinois
$215M +$3.99M +16,658 +2%
WHG
194
Westwood Holdings Group
Texas
$212M -$13.8M -57,729 -6%
FFM
195
Fullerton Fund Management
Singapore
$211M +$126M +525,631 +148%
Macquarie Group
196
Macquarie Group
Australia
$208M +$38.9M +205,715 +23%
MML Investors Services
197
MML Investors Services
Massachusetts
$208M +$7.52M +31,391 +4%
WorldQuant Millennium Advisors
198
WorldQuant Millennium Advisors
New York
$206M +$136M +567,305 +195%
RAM
199
Resona Asset Management
Japan
$205M -$13.1M -54,414 -6%
Kovitz Investment Group Partners
200
Kovitz Investment Group Partners
Illinois
$204M +$9.39M +39,178 +5%
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