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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
KWS
2851
Keystone Wealth Services
California
$1.63M +$77.1K +331 +5%
GWS
2852
Greykasell Wealth Strategies
California
$1.62M +$1.58M +6,772 New
FFA
2853
Frazier Financial Advisors
Ohio
$1.62M -$24.2K -104 -2%
TI
2854
TTP Investments
California
$1.62M +$1.58M +6,766 New
GPWM
2855
Grant Private Wealth Management
California
$1.62M +$1.57M +6,760 New
HFA
2856
High Falls Advisors
New York
$1.62M +$82.9K +356 +6%
UIM
2857
Unified Investment Management
Georgia
$1.61M +$1.57M +6,732 New
PK
2858
Pflug Koory
Nebraska
$1.61M
BIA
2859
Beacon Investment Advisors
Maryland
$1.61M +$2.56K +11 +0.2%
LIA
2860
LBMC Investment Advisors
Tennessee
$1.61M -$87.3K -375 -5%
LSA
2861
Lion Street Advisors
Texas
$1.61M +$103K +444 +7%
SCP
2862
Sivia Capital Partners
California
$1.61M -$41.5K -178 -3%
TFM
2863
TFC Financial Management
Massachusetts
$1.61M +$497K +2,133 +47%
EWA
2864
Evolution Wealth Advisors
Florida
$1.6M +$431K +1,850 +38%
KCM
2865
KRS Capital Management
Michigan
$1.6M -$9.55K -41 -0.6%
WA
2866
WESPAC Advisors
California
$1.6M +$1.16M +4,993 +295%
FB
2867
Finward Bancorp
Indiana
$1.6M +$1.55M +6,663 New
RFA
2868
ROI Financial Advisors
Oregon
$1.6M +$100K +430 +7%
OWG
2869
Oxford Wealth Group
Florida
$1.59M -$62K -266 -4%
SB
2870
Sunflower Bank
Texas
$1.59M +$4.66K +20 +0.3%
PVM
2871
Palogic Value Management
Texas
$1.59M -$46.6K -200 -3%
IIA
2872
IPG Investment Advisors
California
$1.59M -$1.75M -7,534 -53%
BCM
2873
BluePath Capital Management
Georgia
$1.59M +$183K +786 +14%
TCM
2874
Tang Capital Management
California
$1.58M +$449K +1,928 +41%
CI
2875
CAZ Investments
Texas
$1.58M