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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
CMI
2801
Clare Market Investments
Texas
$1.73M +$106K +453 +7%
VCM
2802
Vivaldi Capital Management
Illinois
$1.73M +$2.1K +9 +0.1%
AP
2803
Atwood & Palmer
Missouri
$1.73M +$18.9K +81 +1%
TWA
2804
Talisman Wealth Advisors
New Jersey
$1.72M -$19.3K -83 -1%
RPGK
2805
Retirement Planning Group (Kansas)
Kansas
$1.72M +$80.1K +344 +5%
EIA
2806
Edgemoor Investment Advisors
Maryland
$1.72M +$90.6K +389 +6%
FCA
2807
Fortis Capital Advisors
Kansas
$1.72M -$542K -2,327 -23%
CIA
2808
Cladis Investment Advisory
Montana
$1.71M
BWM
2809
Birchcreek Wealth Management
Ohio
$1.71M +$56.1K +241 +3%
PWP
2810
Phillips Wealth Planners
Mississippi
$1.71M -$21K -90 -1%
SHFA
2811
SC&H Financial Advisors
Maryland
$1.71M +$932 +4 +0.1%
G
2812
GenTrust
Florida
$1.71M +$108K +464 +7%
WAG
2813
Wiser Advisor Group
Arizona
$1.71M +$67.3K +289 +4%
PIA
2814
Powell Investment Advisors
Florida
$1.71M
CAIMH
2815
Central Asset Investments & Management Holdings
Hong Kong
$1.71M +$1.29M +5,519 +345%
AF
2816
Apollon Financial
South Carolina
$1.7M +$509K +2,187 +45%
GCM
2817
Gibraltar Capital Management
Oklahoma
$1.7M -$160K -689 -9%
SPWG
2818
Syntegra Private Wealth Group
Missouri
$1.7M +$277K +1,189 +20%
VCM
2819
Vision Capital Management
Oregon
$1.69M +$156K +671 +10%
CA
2820
Calton & Associates
Florida
$1.69M -$188K -808 -10%
OIM
2821
Orca Investment Management
Oregon
$1.69M -$164K -706 -9%
GF
2822
Gries Financial
Ohio
$1.69M +$151K +647 +10%
DG
2823
DMC Group
Alabama
$1.68M -$36.8K -158 -2%
CFA
2824
Cahill Financial Advisors
Minnesota
$1.68M +$357K +1,533 +28%
ACP
2825
Aveo Capital Partners
Colorado
$1.68M +$405K +1,740 +33%