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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
MA
3176
Maxele Advisors
Missouri
$1.13M +$1.1M +4,712 New
SWA
3177
Strategies Wealth Advisors
Michigan
$1.13M +$952K +4,087 New
CI
3178
Cavalier Investments
Georgia
$1.13M +$44.7K +192 +4%
MM
3179
Meridian Management
Arkansas
$1.12M +$37.5K +161 +4%
BW
3180
BIP Wealth
Georgia
$1.12M +$286K +1,226 +35%
SXL
3181
Summit X LLC
Missouri
$1.12M +$36.1K +155 +3%
GSF
3182
Grove Street Fiduciary
New Hampshire
$1.12M +$1.09M +4,673 New
FPL
3183
Fortress Private Ledger
North Carolina
$1.12M +$1.09M +4,666 New
FP
3184
Fiduciary Planning
Florida
$1.12M -$7.45K -32 -0.7%
APC
3185
Aspire Private Capital
North Carolina
$1.12M +$37K +159 +4%
SCM
3186
SKBA Capital Management
California
$1.12M -$142K -610 -12%
AAG
3187
Armstrong Advisory Group
Massachusetts
$1.11M +$128K +549 +13%
MIM
3188
Merrion Investment Management
New Jersey
$1.11M
WWMSC
3189
Wagner Wealth Management (South Carolina)
South Carolina
$1.11M +$123K +529 +13%
TFF
3190
The Family Firm
Maryland
$1.11M +$2.79K +12 +0.3%
PCI
3191
Planning Center Inc
Illinois
$1.11M -$54K -232 -5%
CWA
3192
CM Wealth Advisors
Ohio
$1.11M -$40.8K -175 -4%
EIA
3193
Eldridge Investment Advisors
New Hampshire
$1.11M
WRPWM
3194
Werba Rubin Papier Wealth Management
California
$1.11M -$33.1K -142 -3%
SWP
3195
Summit Wealth Partners
Florida
$1.11M -$236K -1,012 -18%
BFA
3196
Buttonwood Financial Advisors
Maryland
$1.1M -$118K -508 -10%
IAG
3197
Investment Advisory Group
Massachusetts
$1.1M -$126K -540 -10%
RPCONE
3198
Retirement Planning Company of New England
Rhode Island
$1.1M +$58.5K +251 +6%
AIM
3199
Advyzon Investment Management
Illinois
$1.1M +$1.07M +4,598 New
WI
3200
Wintrust Investments
Illinois
$1.1M -$82.2K -353 -7%