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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
XT
3076
XTX Topco
Cayman Islands
$1.25M +$666K +2,861 +121%
CSI
3077
Cross Staff Investments
New York
$1.25M -$59.2K -254 -5%
SC
3078
Steph & Co
Wisconsin
$1.25M -$68.5K -294 -5%
LA
3079
Latitude Advisors
Florida
$1.25M -$10.7K -46 -0.9%
ABLA
3080
Alan B. Lancz & Associates
Ohio
$1.25M -$69.9K -300 -5%
ZI
3081
ZEGA Investments
Florida
$1.25M +$1.1M +4,706 New
TA
3082
Tectonic Advisors
Texas
$1.25M +$50.8K +218 +4%
WWM
3083
Whalen Wealth Management
Nevada
$1.24M +$309K +1,325 +34%
PWM
3084
Proathlete Wealth Management
Florida
$1.24M +$19.8K +85 +2%
HS
3085
Horan Securities
United States
$1.24M -$29.8K -128 -2%
EW
3086
Elyxium Wealth
California
$1.24M -$1.98M -8,491 -62%
SM
3087
Salzhauer Michael
$1.24M -$361K -1,552 -23%
CA
3088
Centerpoint Advisors
Massachusetts
$1.23M -$98.5K -423 -8%
AIP
3089
Almanack Investment Partners
Pennsylvania
$1.23M +$9.08K +39 +0.8%
CNTOF
3090
Canandaigua National Trust of Florida
New York
$1.23M +$116K +496 +11%
PAS
3091
PKS Advisory Services
New York
$1.23M +$1.19M +5,120 New
GWM
3092
Gibbs Wealth Management
Georgia
$1.23M +$286K +1,230 +32%
AWMG
3093
Alliance Wealth Management Group
New Jersey
$1.22M -$9.32K -40 -0.8%
AA
3094
Armis Advisers
Georgia
$1.22M +$1.19M +5,106 New
VEA
3095
Virtus ETF Advisers
New York
$1.22M +$217K +932 +22%
CCAM
3096
Cascades Capital Asset Management
North Carolina
$1.22M +$1.86K +8 +0.2%
RIM
3097
Redwood Investment Management
Arizona
$1.22M +$262K +1,123 +28%
TA
3098
TrueWealth Advisors
Alabama
$1.22M -$320K -1,373 -21%
FB
3099
First Bancorp
Maine
$1.22M -$1.17K -5 -0.1%
TCM
3100
Tributary Capital Management
Nebraska
$1.22M -$47.7K -205 -4%