We are live on ! Find out more
JPM icon

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
GAA
3151
Guardian Asset Advisors
Pennsylvania
$1.16M +$38.9K +167 +4%
TC
3152
Truvestments Capital
Florida
$1.16M +$37.5K +161 +3%
AHL
3153
Abel Hall LLC
Louisiana
$1.16M +$25.2K +108 +2%
LIM
3154
Longfellow Investment Management
Massachusetts
$1.15M -$71.7K -308 -6%
ML
3155
McAdam LLC
Pennsylvania
$1.15M +$126K +540 +13%
SPWG
3156
Sage Private Wealth Group
Illinois
$1.15M -$149K -638 -12%
CCA
3157
Carrera Capital Advisors
Michigan
$1.15M +$114K +489 +11%
JCM
3158
Jacobsen Capital Management
Utah
$1.15M +$233 +1 +0%
RWI
3159
Red Wave Investments
Pennsylvania
$1.15M +$2.56K +11 +0.2%
BCG
3160
Bravias Capital Group
New Jersey
$1.14M +$996K +4,276 New
LCG
3161
Lakeshore Capital Group
Illinois
$1.14M +$1.11M +4,763 New
VAMG
3162
Voisard Asset Management Group
Michigan
$1.14M -$71.3K -306 -6%
WWM
3163
Waterway Wealth Management
Texas
$1.14M +$41.5K +178 +4%
RCM
3164
Requisite Capital Management
Texas
$1.13M -$1.17K -5 -0.1%
AWM
3165
Activest Wealth Management
Florida
$1.13M -$77.8K -334 -7%
HIG
3166
Heritage Investment Group
Florida
$1.13M -$42.6K -183 -4%
SAA
3167
Southeast Asset Advisors
Georgia
$1.13M +$11.9K +51 +1%
AMCA
3168
Arthur M. Cohen & Associates
Illinois
$1.13M +$184K +790 +20%
FPW
3169
Fairvoy Private Wealth
Alabama
$1.13M +$1.1M +4,720 New
4WM
3170
49 Wealth Management
Texas
$1.13M +$28.4K +122 +3%
ECM
3171
Elgethun Capital Management
South Dakota
$1.13M +$61.3K +263 +6%
PW
3172
Paladin Wealth
Minnesota
$1.13M +$47.7K +205 +5%
IA
3173
Insight Advisors
Pennsylvania
$1.13M +$5.59K +24 +0.5%
EA
3174
Enclave Advisors
Texas
$1.13M -$12.3K -53 -1%
FA
3175
Fountainhead AM
New Jersey
$1.13M +$338K +1,453 +45%