We are live on ! Find out more
JPM icon

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
CA
2951
Crumly & Associates
Illinois
$1.44M +$15.4K +66 +1%
PIM
2952
Profit Investment Management
Maryland
$1.44M -$56.4K -242 -4%
MWM
2953
McNaughton Wealth Management
California
$1.44M +$12.3K +53 +0.9%
DOA
2954
D'Orazio & Associates
Virginia
$1.44M +$24K +103 +2%
SPF
2955
South Plains Financial
Texas
$1.43M +$1.39M +5,981 New
LSIA
2956
LaSalle St. Investment Advisors
Illinois
$1.43M +$288K +1,236 +26%
DIP
2957
Davis Investment Partners
North Carolina
$1.43M
GAM
2958
Gould Asset Management
California
$1.43M +$25.6K +110 +2%
AFT
2959
Alpha Family Trust
California
$1.43M
KL
2960
KilterHowling LLC
Colorado
$1.43M -$2.56K -11 -0.2%
ECA
2961
Elevated Capital Advisors
Utah
$1.42M +$669K +2,874 +94%
IC
2962
Iconiq Capital
California
$1.42M +$434K +1,864 +46%
NFSG
2963
Newbridge Financial Services Group
Florida
$1.42M +$101K +435 +8%
5SA
2964
5th Street Advisors
Connecticut
$1.42M -$266K -1,140 -16%
DIM
2965
Delta Investment Management
California
$1.42M -$5.59K -24 -0.4%
RIA
2966
Realta Investment Advisors
Delaware
$1.42M -$257K -1,105 -16%
SL
2967
Sentry LLC
Tennessee
$1.41M -$46.6K -200 -3%
NPFS
2968
Novak & Powell Financial Services
Florida
$1.4M -$18.2K -78 -1%
DWM
2969
Dechtman Wealth Management
Colorado
$1.4M +$6.06K +26 +0.4%
GITFIT
2970
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.4M +$151K +650 +13%
OFW
2971
Omnia Family Wealth
Florida
$1.4M +$1.4K +6 +0.1%
BPFA
2972
Barnes Pettey Financial Advisors
Mississippi
$1.4M
CSWG
2973
Cardinal Strategic Wealth Guidance
Kentucky
$1.4M +$349K +1,500 +35%
GPWA
2974
Great Point Wealth Advisors
Massachusetts
$1.39M
CBUSF
2975
Construction & Building Unions Superannuation Fund
Australia
$1.39M +$1.35M +5,800 New