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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
NCM
3376
Next Capital Management
New York
$880K -$142K -608 -14%
SPI
3377
Santori & Peters Inc
Pennsylvania
$879K +$2.1K +9 +0.2%
BFWM
3378
Bright Futures Wealth Management
New York
$878K -$79.9K -343 -9%
SWP
3379
Semus Wealth Partners
Florida
$878K +$699 +3 +0.1%
VBA
3380
von Borstel & Associates
Oregon
$878K +$7.69K +33 +0.9%
1W
3381
1776 Wealth
Georgia
$875K +$466 +2 +0.1%
EIM
3382
Essex Investment Management
Massachusetts
$875K -$55K -236 -6%
EGWAG
3383
Elwood & Goetz Wealth Advisory Group
Georgia
$875K +$21.2K +91 +3%
SIM
3384
SSI Investment Management
California
$873K -$1.17K -5 -0.1%
NI
3385
NCP Inc
California
$873K +$233 +1 +0%
TFGT
3386
TS Financial Group (TSFG)
Illinois
$872K -$54K -232 -6%
HPM
3387
Hoxton Planning & Management
West Virginia
$871K +$1.4K +6 +0.2%
BFS
3388
BridgePort Financial Solutions
Iowa
$871K +$783K +3,363 New
KAM
3389
KEB Asset Management
Illinois
$868K -$373K -1,600 -31%
FWA
3390
Flagship Wealth Advisors
Massachusetts
$866K +$841K +3,612 New
FA
3391
Fiducient Advisors
Illinois
$864K +$22.1K +95 +3%
JF
3392
Joule Financial
Kentucky
$863K +$44.3K +190 +6%
TWM
3393
TCFG Wealth Management
California
$863K -$31.2K -134 -4%
MCA
3394
Millennium Capital Advisors
Arkansas
$862K -$540K -2,320 -39%
SC
3395
Sierra Capital
Florida
$862K +$29.6K +127 +4%
MFS
3396
Miller Financial Services
Michigan
$861K +$837K +3,593 New
LWM
3397
LongView Wealth Management
Georgia
$858K +$466 +2 +0.1%
MCM
3398
Magnolia Capital Management
New York
$857K
SI
3399
Stonekeep Investments
New Mexico
$857K -$4.42K -19 -0.5%
HWP
3400
Hibernia Wealth Partners
Louisiana
$856K -$483K -2,075 -37%