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JPMorgan Chase

4,664 hedge funds and large institutions have $496B invested in JPMorgan Chase in 2024 Q4 according to their latest regulatory filings, with 622 funds opening new positions, 1,712 increasing their positions, 1,936 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

640% more first-time investments, than exits

New positions opened: 622 | Existing positions closed: 84

28% more funds holding in top 10

Funds holding in top 10: 622798 (+176)

16% more capital invested

Capital invested by funds: $428B → $496B (+$68.2B)

11% more funds holding

Funds holding: 4,2014,664 (+463)

1.01% more ownership

Funds ownership: 71.67%72.68% (+1%)

12% less repeat investments, than reductions

Existing positions increased: 1,712 | Existing positions reduced: 1,936

22% less call options, than puts

Call options by funds: $8.24B | Put options by funds: $10.6B

Holders
4,664
Holders Change
+463
Holders Change %
+11.02%
% of All Funds
61.43%
Holding in Top 10
798
Holding in Top 10 Change
+176
Holding in Top 10 Change %
+28.3%
% of All Funds
10.51%
New
622
Increased
1,712
Reduced
1,936
Closed
84
Calls
$8.24B
Puts
$10.6B
Net Calls
-$2.35B
Net Calls Change
+$84.3M
Name Holding Trade Value Shares
Change
Change in
Stake
TT
2651
TI-Trust
Illinois
$2.03M -$5.36K -23 -0.3%
IA
2652
IFG Advisors
Missouri
$2.03M +$91.5K +393 +5%
BCA
2653
Bay Capital Advisors
Virginia
$2.03M +$1.97M +8,457 New
JWWM
2654
Johnson & White Wealth Management
Pennsylvania
$2.03M +$233 +1 +0%
RF
2655
Roxbury Financial
New Jersey
$2.03M +$1.89M +8,112 New
CG
2656
Clarus Group
Texas
$2.03M -$210K -901 -10%
UAML
2657
US Asset Management LLC
Pennsylvania
$2.02M -$55.9K -240 -3%
CWM
2658
Castle Wealth Management
Florida
$2.02M -$79.4K -341 -4%
OC
2659
Oarsman Capital
Wisconsin
$2.02M -$26.3K -113 -1%
BFG
2660
Bouchey Financial Group
New York
$2.02M +$13.3K +57 +0.7%
LWP
2661
LeClair Wealth Partners
Ohio
$2.02M +$1.96M +8,420 New
FAG
2662
Fortitude Advisory Group
Washington
$2.02M -$150K -646 -7%
NEWAS
2663
N.E.W. Advisory Services
Wisconsin
$2.02M -$93.4K -401 -5%
MAWA
2664
Moss Adams Wealth Advisors
Washington
$2.02M +$148K +637 +8%
FHC
2665
First Heartland Consultants
Missouri
$2.01M -$31.7K -136 -2%
IA
2666
Integrity Alliance
Iowa
$2.01M +$1.96M +8,394 New
CWP
2667
Core Wealth Partners
California
$2M +$126K +540 +7%
ATS
2668
Ashton Thomas Securities
New York
$2M +$236K +1,012 +14%
AAM
2669
AMI Asset Management
California
$2M -$64.5K -277 -3%
AFG
2670
Allegheny Financial Group
Pennsylvania
$2M -$54.3K -233 -3%
MWM
2671
Mosley Wealth Management
California
$2M +$144K +620 +9%
KWM
2672
Kolinsky Wealth Management
New Jersey
$2M +$88K +378 +5%
PWA
2673
Provenance Wealth Advisors
Florida
$1.99M +$1.48M +6,346 +322%
BI
2674
Bolthouse Investments
California
$1.99M +$1.94M +8,317 New
TF
2675
TLWM Financial
Texas
$1.99M +$85.7K +368 +5%