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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
V
3126
ViaWealth
Kansas
$1.19M -$126K -541 -10%
MG
3127
McHugh Group
Ohio
$1.19M +$1.16M +4,975 New
EWM
3128
Elevatus Welath Management
New York
$1.19M +$158K +679 +16%
CFD
3129
Creative Financial Designs
Indiana
$1.19M -$63.8K -274 -5%
BIMC
3130
Benson Investment Management Company
Virginia
$1.19M
RFS
3131
Richardson Financial Services
Massachusetts
$1.19M -$85.7K -368 -7%
HAS
3132
HBW Advisory Services
California
$1.18M +$110K +473 +11%
WAM
3133
Wallington Asset Management
Indiana
$1.18M -$14K -60 -1%
EBSAM
3134
Eubel Brady & Suttman Asset Management
Ohio
$1.18M -$3.49K -15 -0.3%
THCM
3135
Taylor Hoffman Capital Management
Virginia
$1.18M
DWG
3136
Darden Wealth Group
Michigan
$1.17M +$114K +490 +11%
STA
3137
Smith Thornton Advisors
Alabama
$1.17M +$271K +1,164 +31%
NWM
3138
Nova Wealth Management
Florida
$1.17M +$1.13M +4,863 New
AWM
3139
Avaii Wealth Management
Wisconsin
$1.16M -$41.7K -179 -4%
DAM
3140
Diamant Asset Management
Connecticut
$1.16M
PC
3141
PhiloSmith Capital
Connecticut
$1.16M -$1.09M -4,700 -49%
RG
3142
Renaissance Group
Kentucky
$1.16M -$49.1K -211 -4%
AWAP
3143
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.16M -$25.9K -111 -2%
MWM
3144
Manske Wealth Management
Texas
$1.16M +$1.13M +4,848 New
SFG
3145
Seamount Financial Group
Colorado
$1.16M -$84.8K -364 -7%
M1FG
3146
Mach-1 Financial Group
Arkansas
$1.16M +$110K +474 +11%
Harris Associates
3147
Harris Associates
Illinois
$1.16M -$31.7K -136 -3%
WAM
3148
Weinberger Asset Management
California
$1.16M -$466 -2 -0%
TWM
3149
Topsail Wealth Management
North Carolina
$1.16M +$1.13M +4,835 New
APWA
3150
Atlas Private Wealth Advisors
New Jersey
$1.16M -$120K -516 -10%