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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
GSIAS
3251
Garden State Investment Advisory Services
New Jersey
$1.04M +$27.7K +119 +3%
CCB
3252
Cutter & Co Brokerage
Missouri
$1.04M -$75K -322 -7%
PCM
3253
Prelude Capital Management
New York
$1.03M -$539K -2,313 -35%
CCA
3254
Clearwater Capital Advisors
Illinois
$1.03M -$97.4K -418 -9%
Fiera Capital (Canada)
3255
Fiera Capital (Canada)
Quebec, Canada
$1.03M +$147K +630 +17%
BDA
3256
Borer Denton & Associates
Pennsylvania
$1.03M
APW
3257
Aventura Private Wealth
Florida
$1.03M +$1M +4,298 New
CCA
3258
Cottonwood Capital Advisors
Utah
$1.03M +$187K +804 +23%
BFAG
3259
Blackston Financial Advisory Group
Florida
$1.03M +$18.4K +79 +2%
PPA
3260
Pacific Point Advisors
California
$1.02M +$890K +3,823 New
MWM
3261
Maripau Wealth Management
Indiana
$1.02M +$994K +4,269 New
RGC
3262
Roberts, Glore & Co
Illinois
$1.02M -$8.15K -35 -0.8%
SFGP
3263
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$1.02M +$993K +4,264 New
TF
3264
Trek Financial
Arizona
$1.02M -$13.3K -57 -1%
KBFS
3265
Kohmann Bosshard Financial Services
Ohio
$1.02M -$96.2K -413 -9%
LK
3266
Lumbard & Kellner
New Hampshire
$1.02M +$60.1K +258 +6%
EI
3267
Ecofi Investissements
France
$1.02M -$46.6K -200 -4%
NWM
3268
Napa Wealth Management
California
$1.02M +$990K +4,250 New
SAM
3269
Silphium Asset Management
United Kingdom
$1.02M +$988K +4,240 New
BW
3270
Blalock Williams
Alabama
$1.02M +$987K +4,236 New
BCM
3271
Brown Capital Management
Maryland
$1.01M -$55.2K -237 -5%
ONST
3272
Old North State Trust
North Carolina
$1.01M +$47K +202 +5%
RHDIC
3273
R.H. Dinel Investment Counsel
California
$1.01M
TIM
3274
Tevis Investment Management
Texas
$1.01M -$101K -433 -9%
FNC
3275
First National Corp
Massachusetts
$1.01M +$3.26K +14 +0.3%