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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
AWS
3351
Arkfeld Wealth Strategies
Nebraska
$904K +$3.73K +16 +0.4%
GC
3352
GFG Capital
Florida
$904K +$233 +1 +0%
BWA
3353
BlueSky Wealth Advisors
North Carolina
$903K
HIW
3354
Holos Integrated Wealth
Pennsylvania
$902K +$877K +3,764 New
MAG
3355
Mayfair Advisory Group
Alabama
$901K +$48.9K +210 +6%
HKAM
3356
Horizon Kinetics Asset Management
New York
$898K -$75K -322 -8%
PGA
3357
Portland Global Advisors
Maine
$896K +$3.03K +13 +0.3%
HC
3358
Hourglass Capital
Texas
$895K
MC
3359
McCarthy & Cox
Ohio
$895K -$67.3K -289 -7%
GW
3360
Griffith & Werner
Georgia
$892K +$866K +3,720 New
HAS
3361
Holland Advisory Services
Florida
$891K +$28.9K +124 +3%
CWA
3362
Consilio Wealth Advisors
Washington
$891K +$21.4K +92 +3%
KA
3363
KDT Advisors
New York
$890K +$865K +3,712 New
AWM
3364
Atticus Wealth Management
Florida
$888K +$24.7K +106 +3%
MAG
3365
M3 Advisory Group
Massachusetts
$887K -$26.3K -113 -3%
DWA
3366
Dougherty Wealth Advisers
Minnesota
$887K
WMWM
3367
Whitaker-Myers Wealth Managers
Ohio
$885K +$50.5K +217 +6%
WAG
3368
Wallace Advisory Group
California
$885K -$292K -1,254 -23%
WMA
3369
William Mack & Associates
Michigan
$884K +$859K +3,689 New
ADBIC
3370
A.D. Beadell Investment Counsel
Wisconsin
$884K -$1.18M -5,080 -58%
DPI
3371
Diversified Portfolios Inc
Michigan
$884K -$1.63K -7 -0.2%
PSCM
3372
Per Stirling Capital Management
Texas
$883K -$36.6K -157 -4%
PG
3373
Prostatis Group
Maryland
$883K +$69.9K +300 +9%
ACM
3374
Advance Capital Management
Michigan
$883K -$11.6K -50 -1%
QPW
3375
Quantum Private Wealth
Florida
$882K -$82.2K -353 -9%