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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
MAM
2776
Milestone Asset Management
Pennsylvania
$1.78M -$245K -1,052 -12%
SFS
2777
Security Financial Services
Indiana
$1.78M +$89.4K +384 +5%
MAC
2778
Mason & Associates (California)
California
$1.77M +$258K +1,106 +18%
RHIG
2779
R.H. Investment Group
Arizona
$1.77M +$1.72M +7,390 New
RYIA
2780
Roehl & Yi Investment Advisors
Oregon
$1.77M +$1.72M +7,386 New
KA
2781
Kozak & Associates
Colorado
$1.77M -$87.8K -377 -5%
LCWP
2782
Legacy Capital Wealth Partners
Arkansas
$1.77M -$1.69M -7,255 -50%
RWP
2783
Ridgecrest Wealth Partners
California
$1.76M -$396K -1,700 -19%
PCM
2784
Penserra Capital Management
California
$1.76M +$1.35M +5,783 +367%
AFS
2785
Access Financial Services
Minnesota
$1.76M -$24.5K -105 -1%
PFS
2786
Physicians Financial Services
North Carolina
$1.76M -$5.82K -25 -0.3%
IF
2787
Intrua Financial
Texas
$1.76M -$50.3K -216 -3%
WAG
2788
Windsor Advisory Group
Ohio
$1.76M -$208K -895 -11%
WWC
2789
Waypoint Wealth Counsel
Georgia
$1.76M +$41.9K +180 +3%
MFWP
2790
Mosaic Family Wealth Partners
Missouri
$1.76M +$87.1K +374 +5%
FMN
2791
Financial Management Network
California
$1.76M -$7.69K -33 -0.5%
KCFA
2792
Key Client Fiduciary Advisors
New Jersey
$1.75M -$9.08K -39 -0.5%
RL
2793
Rogco LP
Oklahoma
$1.75M -$112K -482 -6%
HG
2794
Herbst Group
Connecticut
$1.75M +$48.9K +210 +3%
TIP
2795
Tandem Investment Partners
New Jersey
$1.75M +$1.7M +7,281 New
RLWM
2796
RF&L Wealth Management
Massachusetts
$1.74M
HFA
2797
Highland Financial Advisors
New Jersey
$1.74M +$66.8K +287 +4%
BIA
2798
Benchmark Investment Advisors
Illinois
$1.74M +$11.4K +49 +0.7%
S
2799
Sunpointe
Missouri
$1.74M +$2.79K +12 +0.2%
PWM
2800
PBMares Wealth Management
Virginia
$1.74M +$233 +1 +0%