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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
LPAM
3026
Lodestar Private Asset Management
California
$1.32M +$233 +1 +0%
ACM
3027
Aster Capital Management
United Arab Emirates
$1.31M -$6.4M -27,493 -83%
EBA
3028
Eagle Bay Advisors
New York
$1.31M -$175K -750 -12%
PFW
3029
Petros Family Wealth
Minnesota
$1.31M +$1.28M +5,477 New
WA
3030
Wambolt & Associates
Colorado
$1.31M -$760K -3,265 -37%
AG
3031
AmeriFlex Group
Nevada
$1.31M +$1.14M +4,908 New
LAS
3032
LWM Advisory Services
Florida
$1.31M -$9.32K -40 -0.7%
FCM
3033
Firestone Capital Management
Florida
$1.31M -$6.29K -27 -0.5%
CWC
3034
Carolinas Wealth Consulting
North Carolina
$1.31M -$101K -433 -7%
MW
3035
Maia Wealth
Colorado
$1.31M +$167K +716 +17%
CPG
3036
Cornerstone Planning Group
New Jersey
$1.3M +$940K +4,034 +462%
PA
3037
Probity Advisors
Texas
$1.3M +$101K +432 +9%
EAM
3038
Evanson Asset Management
California
$1.3M
PAA
3039
Peregrine Asset Advisers
Oregon
$1.3M -$82.7K -355 -6%
TFA
3040
Tranquilli Financial Advisor
New Jersey
$1.3M -$22.8K -98 -2%
AIA
3041
Angeles Investment Advisors
California
$1.3M +$3.96K +17 +0.3%
OPW
3042
Oxler Private Wealth
New York
$1.3M +$6.06K +26 +0.5%
EFA
3043
Evernest Financial Advisors
Indiana
$1.3M -$13.3K -57 -1%
BAM
3044
Bellevue Asset Management
Washington
$1.29M +$466 +2 +0%
CCP
3045
Cassia Capital Partners
North Carolina
$1.29M +$218K +935 +21%
SFWC
3046
Strategic Family Wealth Counselors
New Jersey
$1.29M +$123K +529 +11%
NG
3047
Northstar Group
New York
$1.29M +$522K +2,242 +72%
S
3048
Sachetta
Massachusetts
$1.29M -$75K -322 -6%
GSAM
3049
Grant Street Asset Management
Pennsylvania
$1.28M -$699 -3 -0.1%
RB
3050
Renasant Bank
Mississippi
$1.28M -$23.5K -101 -2%