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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
NCTC
2926
New Covenant Trust Company
Indiana
$1.5M -$16.8K -72 -1%
EWS
2927
Evergreen Wealth Solutions
Pennsylvania
$1.49M +$62.7K +269 +5%
WF
2928
Womack Financial
Texas
$1.49M +$1.45M +6,211 New
MTC
2929
McDaniel Terry & Co
Texas
$1.49M
SWM
2930
Shakespeare Wealth Management
Wisconsin
$1.49M +$17.5K +75 +1%
PFG
2931
Prosperity Financial Group
California
$1.48M +$15.4K +66 +1%
IHL
2932
Investment House LLC
California
$1.48M +$34.9K +150 +2%
CAGAS
2933
Capital Advisory Group Advisory Services
Minnesota
$1.48M +$266K +1,141 +23%
GIP
2934
Greatmark Investment Partners
Georgia
$1.48M -$25.6K -110 -2%
PAG
2935
Powers Advisory Group
Illinois
$1.47M +$9.78K +42 +0.7%
CPA
2936
Capital Planning Advisors
California
$1.46M +$13.7K +59 +1%
BA
2937
Bluesphere Advisors
Pennsylvania
$1.46M +$49.4K +212 +4%
MFG
2938
Menard Financial Group
Texas
$1.46M +$19.1K +82 +1%
SFM
2939
Systematic Financial Management
New Jersey
$1.46M
PFA
2940
Pathway Financial Advisors
Vermont
$1.46M -$4.42K -19 -0.3%
FFA
2941
Florida Financial Advisors
Florida
$1.46M -$45.2K -194 -3%
FCIM
2942
Fairview Capital Investment Management
California
$1.45M -$76.6K -329 -5%
BRG
2943
Bay Rivers Group
Virginia
$1.45M -$3.26K -14 -0.2%
SFC
2944
SYM Financial Corp
Indiana
$1.45M -$316K -1,358 -18%
GCS
2945
Gordian Capital (Singapore)
Singapore
$1.45M -$224K -960 -14%
AWM
2946
Aviso Wealth Management
Washington
$1.45M -$40.8K -175 -3%
HFM
2947
Harvest Fund Management
China
$1.45M +$431K +1,850 +44%
RFW
2948
Rainier Family Wealth
Washington
$1.45M +$1.4M +6,032 New
CGFA
2949
Colton Groome Financial Advisors
North Carolina
$1.44M +$64.8K +278 +5%
WIM
2950
Westside Investment Management
California
$1.44M +$32.8K +141 +2%