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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
MEAC
2876
M.E. Allison & Co
Texas
$1.58M +$1.54M +6,597 New
OCM
2877
Objective Capital Management
Ohio
$1.58M -$258K -1,108 -14%
HBS
2878
Howard Bailey Securities
Indiana
$1.58M +$1.53M +6,574 New
BCG
2879
BayBridge Capital Group
California
$1.58M +$5.12K +22 +0.3%
DM
2880
Delphi Management
Massachusetts
$1.57M -$68K -292 -4%
TW
2881
Traveka Wealth
California
$1.57M +$357K +1,532 +30%
SWM
2882
Sterling Wealth Management
Illinois
$1.57M -$16.3K -70 -1%
RPWA
2883
Regent Peak Wealth Advisors
Georgia
$1.56M +$34.5K +148 +2%
TVAMP
2884
Tennessee Valley Asset Management Partners
Tennessee
$1.56M -$92.7K -398 -6%
SFS
2885
Symphony Financial Services
Ohio
$1.56M +$1.63K +7 +0.1%
FDDB
2886
Fidelity D&D Bancorp
Pennsylvania
$1.55M +$140K +600 +10%
OPWM
2887
Oakwell Private Wealth Management
Texas
$1.55M +$58K +249 +4%
YIH
2888
Y-Intercept (HK)
Hong Kong
$1.55M -$5.73M -24,594 -79%
FFA
2889
Fi3 Financial Advisors
Indiana
$1.55M +$139K +597 +10%
SCA
2890
Sulzberger Capital Advisors
Florida
$1.54M +$1.5M +6,439 New
KFS
2891
Keynote Financial Services
Connecticut
$1.54M -$23.3K -100 -2%
ATI
2892
ARK & TLK Investments
Oklahoma
$1.54M +$2.56K +11 +0.2%
HC
2893
Hurley Capital
New York
$1.54M +$1.47M +6,321 New
VAG
2894
VisionPoint Advisory Group
Texas
$1.54M -$176K -756 -11%
WDG
2895
Wealth Dimensions Group
Ohio
$1.54M +$239K +1,024 +19%
CAM
2896
Costello Asset Management
Pennsylvania
$1.54M -$13K -56 -0.9%
BAG
2897
Bridgewealth Advisory Group
California
$1.54M +$132K +568 +11%
HCP
2898
Hexagon Capital Partners
Arkansas
$1.53M -$20.7K -89 -1%
PIAS
2899
PCA Investment Advisory Services
Ohio
$1.53M -$32.4K -139 -2%
Optiver Holding
2900
Optiver Holding
Netherlands
$1.53M -$19.6M -84,190 -93%