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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
LRIA
3101
Leonard Rickey Investment Advisors
Washington
$1.22M +$3.49K +15 +0.3%
APW
3102
Aurora Private Wealth
New Jersey
$1.22M +$31.9K +137 +3%
PP
3103
Patron Partners
Texas
$1.22M +$112K +481 +10%
KW
3104
Keyvantage Wealth
Pennsylvania
$1.21M +$1.18M +5,063 New
KIG
3105
Kennedy Investment Group
New Jersey
$1.21M +$11.2K +48 +1%
SIG
3106
Spinnaker Investment Group
California
$1.21M +$35.4K +152 +3%
WH
3107
Willner & Heller
California
$1.21M +$5.36K +23 +0.5%
MHC
3108
May Hill Capital
Massachusetts
$1.21M +$1.17M +5,034 New
PA
3109
PFW Advisors
Georgia
$1.21M +$1.17M +5,031 New
GC
3110
Garde Capital
Washington
$1.21M +$327K +1,402 +39%
NED
3111
Nancy E. Dempze
$1.2M -$16.3K -70 -1%
HA
3112
Hofer & Associates
California
$1.2M -$76.9K -330 -6%
OLVIG
3113
Oliver Lagore Vanvalin Investment Group
Michigan
$1.2M -$466 -2 -0%
SWM
3114
Shelton Wealth Management
Texas
$1.2M +$18.4K +79 +2%
GWP
3115
Gateway Wealth Partners
Wisconsin
$1.2M -$20.3K -87 -2%
USWIA
3116
UP Strategic Wealth Investment Advisors
Pennsylvania
$1.2M +$200K +859 +21%
CAM
3117
Campion Asset Management
Virginia
$1.2M -$6.52K -28 -0.6%
GA
3118
Greenhaven Associates
New York
$1.2M
JC
3119
JBF Capital
Colorado
$1.2M
BAM
3120
Beaumont Asset Management
Texas
$1.2M -$27.9K -120 -2%
SPL
3121
Smart Portfolios LLC
Washington
$1.19M -$21K -90 -2%
PC
3122
Port Capital
Illinois
$1.19M -$27.5K -118 -2%
SCP
3123
Steamboat Capital Partners
New York
$1.19M +$1.16M +4,981 New
WC
3124
Westhampton Capital
North Carolina
$1.19M +$4.66K +20 +0.4%
WF
3125
Wayfinding Financial
Washington
$1.19M +$1.16M +4,980 New