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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
DI
2901
Disciplined Investors
Texas
$1.53M +$1.46M +6,273 New
HCP
2902
Hardin Capital Partners
South Carolina
$1.53M -$58.2K -250 -4%
HWA
2903
HMV Wealth Advisors
Louisiana
$1.53M +$1.49M +6,385 New
NCFG
2904
New Century Financial Group
New Jersey
$1.53M -$243K -1,043 -14%
FG
2905
Foster Group
Iowa
$1.53M +$17.2K +74 +1%
VP
2906
Verum Partners
North Carolina
$1.53M +$11.9K +51 +0.8%
SCA
2907
St. Clair Advisors
Ohio
$1.52M +$141K +605 +11%
IAP
2908
Indie Asset Partners
Indiana
$1.52M +$699 +3 +0%
LWM
2909
Lionsbridge Wealth Management
Florida
$1.52M -$94.8K -407 -6%
APF
2910
Alaska Permanent Fund
Alaska
$1.52M
RMCM
2911
Reynders McVeigh Capital Management
Massachusetts
$1.52M +$13.5K +58 +0.9%
FC
2912
Fairscale Capital
New Hampshire
$1.52M -$8.38K -36 -0.6%
CCG
2913
Coastwise Capital Group
California
$1.51M -$95K -408 -6%
CCM
2914
Crew Capital Management
Ohio
$1.51M +$11.6K +50 +0.8%
KIA
2915
Knollwood Investment Advisory
Maryland
$1.51M
ME
2916
McIlrath & Eck
Washington
$1.51M +$10.5K +45 +0.7%
QFA
2917
Quantum Financial Advisors
California
$1.51M -$6.29K -27 -0.4%
TA
2918
TFB Advisors
Kansas
$1.51M +$2.1K +9 +0.1%
MFGM
2919
Marshall Financial Group (Maryland)
Maryland
$1.5M +$180K +774 +14%
PJWM
2920
Philip James Wealth Mangement
Georgia
$1.5M -$16.8K -72 -1%
WF
2921
WinCap Financial
Massachusetts
$1.5M +$1.46M +6,272 New
NC
2922
Napatree Capital
Rhode Island
$1.5M +$71.7K +308 +5%
SFG
2923
Sovereign Financial Group
Connecticut
$1.5M +$155K +667 +12%
PIC
2924
Portland Investment Counsel
Ontario, Canada
$1.5M
SC
2925
Solstein Capital
California
$1.5M +$233 +1 +0%