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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
CF
2976
Copperwynd Financial
Arizona
$1.39M -$49.6K -213 -4%
FC
2977
Fjell Capital
North Dakota
$1.38M +$1.34M +5,770 New
SFG
2978
Sunburst Financial Group
Alabama
$1.38M +$16.1K +69 +1%
CIG
2979
Cascade Investment Group
Colorado
$1.38M +$4.89K +21 +0.4%
WA
2980
WealthTrust Axiom
Pennsylvania
$1.38M -$7.92K -34 -0.6%
PIMG
2981
Patriot Investment Management Group
Tennessee
$1.38M +$27.3K +117 +2%
MHR
2982
Matthew Hamilton Rosenberg
$1.37M +$68K +292 +5%
NFA
2983
Northwest Financial Advisors
Virginia
$1.37M +$112K +481 +9%
SPWM
2984
Spartan Planning & Wealth Management
North Carolina
$1.37M +$1.33M +5,727 New
EW
2985
Element Wealth
Mississippi
$1.37M -$10K -43 -0.7%
NFG
2986
Nadler Financial Group
Illinois
$1.37M +$170K +730 +15%
SWM
2987
Sendero Wealth Management
Texas
$1.37M
BSG
2988
Black Swift Group
Colorado
$1.37M +$4.42K +19 +0.3%
WMWM
2989
Wilkins Miller Wealth Management
Alabama
$1.37M +$1.33M +5,714 New
TCOTS
2990
Trust Company of the South
North Carolina
$1.37M -$181K -775 -12%
DWM
2991
Dogwood Wealth Management
Kansas
$1.37M +$187K +802 +16%
PCS
2992
Private Client Services
Kentucky
$1.37M +$21.2K +91 +2%
BW
2993
BXM Wealth
Colorado
$1.37M +$1.33M +5,700 New
CG
2994
Clifford Group
Massachusetts
$1.36M -$699 -3 -0.1%
SFP
2995
Sandbox Financial Partners
Maryland
$1.36M +$38.9K +167 +3%
RCA
2996
Roberts Capital Advisors
Colorado
$1.36M
SFB
2997
STAR Financial Bank
Indiana
$1.36M -$84.3K -362 -6%
SI
2998
Seeds Investor
New York
$1.36M -$8.38K -36 -0.6%
SMWM
2999
Silvia McColl Wealth Management
California
$1.36M -$39.1K -168 -3%
LAI
3000
Legal Advantage Investments
California
$1.36M -$11.6K -50 -0.9%