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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
EL
3226
EWA LLC
Pennsylvania
$1.07M
DEM
3227
Disciplined Equity Management
Florida
$1.07M +$4.66K +20 +0.5%
GWSG
3228
GPS Wealth Strategies Group
Colorado
$1.07M -$161K -690 -13%
HI
3229
Humankind Investments
New York
$1.07M -$102K -439 -9%
GA
3230
Goldstein Advisors
Wisconsin
$1.07M -$20.3K -87 -2%
WA
3231
Westfuller Advisors
New York
$1.06M -$5.36K -23 -0.5%
MAG
3232
MRA Advisory Group
New Jersey
$1.06M -$100K -430 -9%
DIA
3233
Davidson Investment Advisors
Montana
$1.06M +$30.5K +131 +3%
T
3234
Transce3nd
Texas
$1.06M +$1.03M +4,420 New
TA
3235
TPG Advisors
Illinois
$1.06M +$932 +4 +0.1%
RRA
3236
Round Rock Advisors
Connecticut
$1.06M +$270K +1,158 +36%
CP
3237
Castleview Partners
Texas
$1.06M +$31.2K +134 +3%
MFG
3238
Mainsail Financial Group
Washington
$1.05M -$4.19K -18 -0.4%
FSC
3239
Full Sail Capital
Oklahoma
$1.05M +$29.3K +126 +3%
KHCM
3240
Kirtland Hills Capital Management
Ohio
$1.05M +$41.9K +180 +4%
GAM
3241
Gemmer Asset Management
California
$1.05M +$286K +1,226 +39%
JSAM
3242
J. Safra Asset Management
New York
$1.05M +$219K +942 +27%
WCM
3243
Wedge Capital Management
North Carolina
$1.05M
BP
3244
BWM Planning
Texas
$1.05M
CFLC
3245
California First Leasing Corp
California
$1.05M
HP
3246
Holistic Planning
Texas
$1.05M -$36.8K -158 -3%
WA
3247
Wealthstream Advisors
New York
$1.05M -$1.4K -6 -0.1%
PCMC
3248
Private Capital Management (Colorado)
Colorado
$1.04M -$246K -1,058 -20%
CFAM
3249
Center For Asset Management
Florida
$1.04M +$2.1K +9 +0.2%
MCC
3250
Maiden Cove Capital
Maine
$1.04M -$84.3K -362 -8%