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
CFO
3276
Collective Family Office
Pennsylvania
$1.01M -$10K -43 -1%
RIS
3277
Retirement Income Solutions
Michigan
$1.01M -$48.7K -209 -5%
PPWM
3278
Paragon Private Wealth Management
Kentucky
$1M +$202K +868 +26%
CWP
3279
Curated Wealth Partners
California
$1M -$22.6K -97 -2%
GF
3280
GGM Financials
Ohio
$1M +$4.42K +19 +0.5%
SAM
3281
S.A. Mason
Michigan
$998K -$1.17K -5 -0.1%
BFF
3282
Byrne Financial Freedom
Massachusetts
$997K +$969K +4,161 New
HFS
3283
Hopwood Financial Services
Virginia
$997K +$969K +4,161 New
LC
3284
Landaas & Company
Wisconsin
$997K +$932 +4 +0.1%
SC
3285
Summa Corp
Texas
$991K
NIA
3286
NBZ Investment Advisors
Tennessee
$990K +$961K +4,128 New
MWS
3287
MFA Wealth Services
California
$988K +$960K +4,123 New
TFCP
3288
Twin Focus Capital Partners
Massachusetts
$988K -$76.9K -330 -7%
ACM
3289
Ardent Capital Management
Ohio
$988K -$419K -1,800 -30%
WA1
3290
Wimmer Associates 1
California
$986K +$9.32K +40 +1%
HA
3291
Helium Advisors
Washington
$984K +$956K +4,106 New
FC
3292
FCA Corp
Texas
$984K +$1.17K +5 +0.1%
ACA
3293
Affinity Capital Advisors
California
$984K +$30K +129 +3%
CWG
3294
Crown Wealth Group
North Carolina
$982K -$8.15K -35 -0.8%
DWS
3295
Discipline Wealth Solutions
South Carolina
$982K +$92.7K +398 +11%
MIC
3296
Maxi Investments CY
Cyprus
$981K +$953K +4,091 New
MCM
3297
McDonough Capital Management
Florida
$979K +$208K +893 +28%
KWM
3298
Kaydan Wealth Management
Michigan
$978K
CPM
3299
Connective Portfolio Management
New York
$978K -$1.4M -6,000 -60%
1WM
3300
1858 Wealth Management
Ohio
$978K -$15.4K -66 -2%