We are live on ! Find out more
JPM icon

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
HP
2751
Hilltop Partners
Indiana
$1.82M +$228K +980 +15%
NWM
2752
Northwest Wealth Management
Iowa
$1.82M +$36.3K +156 +2%
BF
2753
bLong Financial
Tennessee
$1.82M +$1.76M +7,575 New
CC
2754
Commons Capital
Massachusetts
$1.81M -$28.6K -123 -2%
BPW
2755
Bingham Private Wealth
California
$1.81M +$1.76M +7,568 New
MWP
2756
Madison Wealth Partners
Wisconsin
$1.81M +$20K +86 +1%
KCM
2757
Kathmere Capital Management
Pennsylvania
$1.81M +$333K +1,428 +23%
FOA
2758
Five Oceans Advisors
California
$1.81M +$64.5K +277 +4%
OWA
2759
ORBA Wealth Advisors
Illinois
$1.81M -$5.82K -25 -0.3%
WCAMG
2760
Woodard & Company Asset Management Group
North Carolina
$1.81M +$22.1K +95 +1%
MAM
2761
McLean Asset Management
Virginia
$1.8M +$73.4K +315 +4%
TFA
2762
Transamerica Financial Advisors
Florida
$1.8M -$189K -813 -10%
GWP
2763
Gen-Wealth Partners
Michigan
$1.8M -$196K -840 -10%
CIM
2764
Corda Investment Management
Texas
$1.8M +$61.7K +265 +4%
SIC
2765
Sterling Investment Counsel
New York
$1.8M -$2.15M -9,235 -55%
AWM
2766
AllSquare Wealth Management
New York
$1.8M -$19.8K -85 -1%
VC
2767
Veracity Capital
Georgia
$1.8M -$35.6K -153 -2%
KSWWM
2768
Keyes Stange & Wooten Wealth Management
Florida
$1.8M -$40.5K -174 -2%
EM
2769
ELCO Management
New York
$1.79M -$93.9K -403 -5%
PWP
2770
Pursue Wealth Partners
California
$1.79M -$119K -510 -6%
BDF
2771
Black Diamond Financial
Maryland
$1.79M -$24.9K -107 -1%
TWP
2772
Triad Wealth Partners
Kansas
$1.79M +$1.74M +7,459 New
ACP
2773
Argyle Capital Partners
California
$1.79M +$1.73M +7,448 New
JWA
2774
JFS Wealth Advisors
Pennsylvania
$1.78M -$126K -542 -7%
WG
2775
Wealth Group
North Carolina
$1.78M -$3.49K -15 -0.2%