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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
CFG
3001
Carr Financial Group
Massachusetts
$1.35M -$27.3K -117 -2%
BWA
3002
Brave Warrior Advisors
New York
$1.35M
DCM
3003
Driehaus Capital Management
Illinois
$1.35M -$399K -1,712 -23%
CICI
3004
Capital Investment Counsel Inc
North Carolina
$1.35M -$155K -667 -11%
SA
3005
SRN Advisors
Pennsylvania
$1.35M +$559K +2,400 +75%
FC
3006
Financial Council
Maryland
$1.34M
SOW
3007
State of Wyoming
Wyoming
$1.34M +$629K +2,700 +93%
BF
3008
Baring Financial
Washington
$1.34M +$1.3M +5,599 New
DO
3009
denkapparat Operations
Germany
$1.34M +$1.3M +5,598 New
EFP
3010
Elser Financial Planning
Indiana
$1.34M +$1.3M +5,592 New
OW
3011
Olistico Wealth
Oklahoma
$1.34M +$466 +2 +0%
VFPW
3012
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.34M +$139K +598 +12%
SIC
3013
Sage Investment Counsel
Tennessee
$1.34M +$1.3M +5,572 New
RBWA
3014
RFG - Bristol Wealth Advisors
Massachusetts
$1.33M +$1.3M +5,563 New
GHA
3015
Granite Harbor Advisors
Texas
$1.33M -$55.9K -240 -4%
YIM
3016
Yoffe Investment Management
Pennsylvania
$1.33M +$1.29M +5,543 New
AFO
3017
Allie Family Office
Florida
$1.33M
CPA
3018
Cardiff Park Advisors
California
$1.33M +$932 +4 +0.1%
HWMG
3019
Hurlow Wealth Management Group
Indiana
$1.33M +$9.32K +40 +0.7%
IPAM
3020
Investment Partners Asset Management
New Jersey
$1.33M +$133K +572 +12%
PCM
3021
Park Capital Management
Wisconsin
$1.33M +$1.29M +5,533 New
CA
3022
Cambridge Advisors
Nebraska
$1.32M +$4.66K +20 +0.4%
CTFG
3023
Capstone Triton Financial Group
Oklahoma
$1.32M +$87.1K +374 +7%
PWAC
3024
Private Wealth Advisors (California)
California
$1.32M -$3.96K -17 -0.3%
CWM
3025
Centurion Wealth Management
Virginia
$1.32M +$33.8K +145 +3%