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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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$65.3B +$56M +233,647 +0.1%
BlackRock
2
BlackRock
New York
$49.5B +$1.02B +4,264,493 +2%
State Street
3
State Street
Massachusetts
$30.5B +$289M +1,206,096 +1%
Morgan Stanley
4
Morgan Stanley
New York
$16.5B -$89.2M -372,239 -0.5%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$14.2B +$210M +876,417 +2%
Bank of America
6
Bank of America
North Carolina
$11.8B -$157M -656,285 -1%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$11.6B -$29M -121,021 -0.3%
Norges Bank
8
Norges Bank
Norway
$8.31B +$8.31B +34,670,579 New
Northern Trust
9
Northern Trust
Illinois
$8.11B +$1.08B +4,515,147 +15%
Capital International Investors
10
Capital International Investors
California
$7.87B -$225M -938,440 -3%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$7.12B -$97.8M -407,825 -1%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$7.03B -$112M -468,913 -2%
Capital World Investors
13
Capital World Investors
California
$6.92B -$1.32B -5,490,743 -16%
Koshinski Asset Management
14
Koshinski Asset Management
Illinois
$6.37B +$2.64M +11 +0%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$5.84B -$195M -813,015 -3%
Wells Fargo
16
Wells Fargo
California
$5.81B -$59M -246,233 -1%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$5.52B -$264M -1,100,864 -5%
Capital Research Global Investors
18
Capital Research Global Investors
California
$5.48B +$459M +1,914,049 +9%
Ameriprise
19
Ameriprise
Minnesota
$5.41B -$117M -489,459 -2%
Massachusetts Financial Services
20
Massachusetts Financial Services
Massachusetts
$5.23B -$745M -3,109,822 -12%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$5.1B -$134M -560,532 -3%
Goldman Sachs
22
Goldman Sachs
New York
$4.87B +$338M +1,411,972 +7%
Charles Schwab
23
Charles Schwab
California
$4.82B +$17M +71,122 +0.4%
UBS Group
24
UBS Group
Switzerland
$4.78B +$204M +852,409 +4%
Legal & General Group
25
Legal & General Group
United Kingdom
$4.46B +$53.6M +223,431 +1%
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