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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
DAM
3326
Doheny Asset Management
California
$941K
TIM
3327
Total Investment Management
Arizona
$940K +$47.3K +203 +5%
AFW
3328
Avantra Family Wealth
Pennsylvania
$939K +$913K +3,918 New
TC
3329
Taika Capital
Florida
$936K +$909K +3,903 New
CIA
3330
Cape Investment Advisory
Georgia
$935K -$3.49K -15 -0.4%
WAM
3331
WealthTrust Asset Management
Florida
$930K -$26.1K -112 -3%
WSWA
3332
Warren Street Wealth Advisors
California
$925K -$51.5K -221 -5%
CWA
3333
Clearview Wealth Advisors
Oregon
$924K -$7.45K -32 -0.8%
BFWA
3334
Benchmark Financial Wealth Advisors
Florida
$922K +$15.6K +67 +2%
KWM
3335
Keebeck Wealth Management
Illinois
$922K +$52.9K +227 +6%
GCM
3336
Goldstream Capital Management
Hong Kong
$921K -$1.2M -5,141 -57%
TC
3337
TFR Capital
Texas
$920K +$893K +3,836 New
WPW
3338
Watershed Private Wealth
Illinois
$918K -$75.9K -326 -8%
HWM
3339
Howard Wealth Management
Connecticut
$915K -$8.85K -38 -1%
LCM
3340
LCM Capital Management
Illinois
$914K
HWA
3341
Hillcrest Wealth Advisors
New Jersey
$913K -$116K -500 -12%
RA
3342
Ruggaard & Associates
Ohio
$911K -$4.66K -20 -0.5%
VCM
3343
Versant Capital Management
Arizona
$910K +$239K +1,028 +37%
EI
3344
Ellevest Inc
New York
$908K -$94.1K -404 -10%
PAW
3345
Plan A Wealth
Nebraska
$908K +$883K +3,789 New
MWM
3346
Maltin Wealth Management
New Jersey
$907K +$3.73K +16 +0.4%
FFM
3347
Flagstone Financial Management
Nebraska
$906K -$64.1K -275 -7%
GG
3348
GenWealth Group
New Jersey
$906K -$14.9K -64 -2%
THL
3349
Tillman Hartley LLC
Colorado
$906K
ISFAN
3350
Investor's Fiduciary Advisor Network
Washington
$905K +$880K +3,780 New