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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
LWM
3201
Liberty Wealth Management
California
$1.1M +$24.5K +105 +2%
MC
3202
Matisse Capital
Oregon
$1.1M
GOCP
3203
Great Oak Capital Partners
Massachusetts
$1.1M +$5.82K +25 +0.6%
PPC
3204
Pennington Partners & Co
Maryland
$1.1M +$1.06M +4,572 New
PCA
3205
Prosperity Capital Advisors
Ohio
$1.1M -$3.03K -13 -0.3%
BOM
3206
Bank of Marin
California
$1.09M +$99K +425 +10%
BSHC
3207
Breed's Hill Capital
Massachusetts
$1.09M +$666K +2,861 +168%
HW
3208
Hamilton Wealth
California
$1.09M -$148K -636 -12%
PA
3209
PSI Advisors
Florida
$1.09M +$466 +2 +0%
HWM
3210
Hassell Wealth Management
Louisiana
$1.09M
CFA
3211
CWS Financial Advisors
Michigan
$1.09M +$233 +1 +0%
SAM
3212
Synergy Asset Management
Washington
$1.09M +$279K +1,197 +31%
AWM
3213
Ariadne Wealth Management
California
$1.09M +$185K +794 +25%
CCM
3214
CAAS Capital Management
New York
$1.09M +$1.06M +4,531 New
CGH
3215
CMG Global Holdings
Texas
$1.09M +$3.73K +16 +0.4%
HSG
3216
Helen Stephens Group
Texas
$1.09M +$3.96K +17 +0.4%
DMBA
3217
Deseret Mutual Benefit Administrators
Utah
$1.08M -$104K -445 -9%
EFH
3218
Eaton Financial Holdings
Florida
$1.08M -$7.45K -32 -0.7%
OPTFSNA
3219
Old Point Trust & Financial Services N A
Virginia
$1.08M -$31.2K -134 -3%
WAM
3220
WNY Asset Management
New York
$1.08M -$36.3K -156 -3%
SDAM
3221
Shulman DeMeo Asset Management
New York
$1.08M -$13.7K -59 -1%
PW
3222
PUREfi Wealth
Massachusetts
$1.08M +$1.05M +4,495 New
AT
3223
Avalon Trust
New Mexico
$1.08M +$72.9K +313 +8%
LGG
3224
Luts & Greenleigh Group
Maryland
$1.08M -$46.4K -199 -4%
MAMU
3225
Myriad Asset Management US
Florida
$1.07M +$1.04M +4,482 New