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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
PHIC
3301
Pine Haven Investment Counsel
Massachusetts
$976K -$59.4K -255 -6%
NRI
3302
NFP Retirement Inc
California
$975K +$53.6K +230 +6%
EWA
3303
ERTS Wealth Advisors
Michigan
$973K -$85.2K -366 -8%
LA
3304
Lifeworks Advisors
Michigan
$972K +$37.7K +162 +4%
IRC
3305
Investors Research Corp
Georgia
$972K -$58.2K -250 -6%
NP
3306
Ninepoint Partners
Ontario, Canada
$971K +$30.5K +131 +3%
PWM
3307
Partners Wealth Management
California
$971K +$943K +4,049 New
SF
3308
Safeguard Financial
Wisconsin
$970K +$6.75K +29 +0.7%
TFG
3309
Taylor Financial Group
Virginia
$969K
CIS
3310
Custom Index Systems
New York
$962K -$19.6K -84 -2%
WFA
3311
Wellspring Financial Advisors
Ohio
$959K -$75K -322 -7%
WDA
3312
Wendell David Associates
New Hampshire
$959K
IPW
3313
Impact Partnership Wealth
Georgia
$959K +$75K +322 +9%
ECP
3314
Epacria Capital Partners
Colorado
$959K -$1.49M -6,400 -62%
HFA
3315
Harbert Fund Advisors
Alabama
$959K +$349K +1,500 +60%
HG
3316
Harbor Group
New Hampshire
$956K +$233 +1 +0%
SGWM
3317
Sterling Group Wealth Management
California
$954K -$23.1K -99 -2%
NFP
3318
Narus Financial Partners
Utah
$952K -$48.9K -210 -5%
MJRIC
3319
Mogy Joel R Investment Counsel
California
$951K
CWA
3320
CJM Wealth Advisers
Virginia
$948K -$36.6K -157 -4%
IIM
3321
Ironwood Investment Management
Massachusetts
$948K
GA
3322
GSG Advisors
New Jersey
$947K +$105K +451 +13%
TSS
3323
Thomas Story & Son
Indiana
$944K
CWM
3324
Challenger Wealth Management
California
$943K +$917K +3,935 New
VF
3325
Vawter Financial
Ohio
$942K +$6.99K +30 +0.8%