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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
HWM
3051
Horizon Wealth Management
Illinois
$1.28M -$29.6K -127 -2%
OFS
3052
Oldfather Financial Services
Nebraska
$1.28M +$1.17K +5 +0.1%
BWA
3053
Burt Wealth Advisors
Maryland
$1.28M -$22.8K -98 -2%
CCA
3054
Cravens & Co Advisors
Tennessee
$1.28M -$466 -2 -0%
HIM
3055
Hillsdale Investment Management
Ontario, Canada
$1.28M -$321K -1,380 -21%
BSTWA
3056
Blake Schutter Theil Wealth Advisors
Ohio
$1.28M -$1.55M -6,652 -56%
GL
3057
Gerber LLC
Ohio
$1.27M +$1.17K +5 +0.1%
FFG
3058
Floyd Financial Group
Missouri
$1.27M +$1.24M +5,305 New
MWM
3059
MinichMacGregor Wealth Management
New York
$1.27M +$144K +619 +13%
WB
3060
West Bancorporation
Iowa
$1.27M -$14.9K -64 -1%
SCM
3061
Sterneck Capital Management
Missouri
$1.27M +$21.7K +93 +2%
CAM
3062
Councilmark Asset Management
Tennessee
$1.27M +$11.9K +51 +1%
HCM
3063
Hutchinson Capital Management
California
$1.27M
BWM
3064
Baron Wealth Management
Michigan
$1.27M +$41K +176 +3%
CastleKeep Investment Advisors
3065
CastleKeep Investment Advisors
Connecticut
$1.27M -$112K -480 -8%
WLG
3066
Williamson Legacy Group
Indiana
$1.26M +$77.3K +332 +7%
GCM
3067
Galibier Capital Management
Ontario, Canada
$1.26M
ES
3068
Eagle Strategies
New York
$1.26M -$92.7K -398 -7%
ECA
3069
Elevate Capital Advisors
Colorado
$1.26M +$1.22M +5,257 New
AGC
3070
Aspen Grove Capital
Colorado
$1.26M -$9.32K -40 -0.8%
HPBT
3071
Hickory Point Bank & Trust
Illinois
$1.26M +$1.22M +5,251 New
TWM
3072
Tanager Wealth Management
United Kingdom
$1.26M +$364K +1,564 +43%
FPGK
3073
Financial Partners Group (Kansas)
Kansas
$1.25M +$55.7K +239 +5%
CCMIC
3074
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$1.25M -$1.12M -4,805 -48%
DFA
3075
DHK Financial Advisors
New Hampshire
$1.25M +$542K +2,325 +80%