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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
OBGC
2701
O'Brien Greene & Co
Pennsylvania
$1.93M +$32.1K +138 +2%
CFGW
2702
Chancellor Financial Group WB
Pennsylvania
$1.92M +$1.87M +8,030 New
ASBI
2703
American State Bank (Iowa)
Iowa
$1.92M +$4.66K +20 +0.2%
MSCM
2704
McElhenny Sheffield Capital Management
Texas
$1.92M +$2.33K +10 +0.1%
RA
2705
RoundAngle Advisors
New Jersey
$1.92M +$1.87M +8,010 New
GA
2706
Guerra Advisors
Florida
$1.92M +$1.86M +8,005 New
GCM
2707
GoodHaven Capital Management
New Jersey
$1.92M
NICM
2708
Neo Ivy Capital Management
New York
$1.92M -$2.2M -9,451 -54%
BF
2709
Brucke Financial
Indiana
$1.91M +$1.67M +7,158 New
CCA
2710
Cora Capital Advisors
New Jersey
$1.9M +$466 +2 +0%
Members Trust
2711
Members Trust
Florida
$1.9M -$69.4K -298 -4%
PG
2712
Proffitt & Goodson
Tennessee
$1.9M -$8.15K -35 -0.4%
TFP
2713
Tilia Fiduciary Partners
North Carolina
$1.89M -$19.3K -83 -1%
SR
2714
Syntax Research
Florida
$1.89M -$6.52K -28 -0.4%
UWS
2715
Unique Wealth Strategies
Illinois
$1.89M -$53.1K -228 -3%
MMM
2716
Mendel Money Management
Illinois
$1.89M -$32.6K -140 -2%
BCP
2717
Berkeley Capital Partners
Georgia
$1.89M -$180K -771 -9%
SWRP
2718
Summit Wealth & Retirement Planning
California
$1.89M
OFS
2719
OMC Financial Services
New York
$1.88M +$474K +2,035 +35%
PFM
2720
Potomac Fund Management
Florida
$1.88M +$1.82M +7,825 New
AIM
2721
Alhambra Investment Management
Florida
$1.88M -$6.99K -30 -0.4%
BSSFA
2722
Baron Silver Stevens Financial Advisors
Florida
$1.88M +$42.6K +183 +2%
AWS
2723
Aspen Wealth Strategies
Colorado
$1.87M -$6.75K -29 -0.4%
AC
2724
ASB Consultores
Florida
$1.87M -$2.1K -9 -0.1%
LI
2725
LVZ Inc
Michigan
$1.87M +$62.4K +268 +4%