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JPMorgan Chase

4,663 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: 4,2004,663 (+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
4,663
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
MF
3401
Montis Financial
Massachusetts
$856K +$167K +716 +25%
CMAI
3402
Capital Management Associates Inc
Minnesota
$855K +$1.17K +5 +0.1%
RW
3403
Rede Wealth
Virginia
$854K -$33.5K -144 -4%
LFS
3404
Legacy Financial Strategies
Kansas
$851K +$35.6K +153 +5%
PAWA
3405
Palo Alto Wealth Advisors
California
$851K +$403K +1,731 +95%
CCP
3406
Carmel Capital Partners
California
$850K +$2.79K +12 +0.3%
FWI
3407
Facet Wealth Inc
Maryland
$848K +$13K +56 +2%
BMD
3408
Better Money Decisions
New Mexico
$847K +$114K +491 +16%
OWM
3409
OneAscent Wealth Management
Alabama
$847K -$43.3K -186 -5%
Fuller & Thaler Asset Management
3410
Fuller & Thaler Asset Management
California
$846K
GWM
3411
Glass Wealth Management
Texas
$845K +$27.9K +120 +4%
IWA
3412
IVC Wealth Advisors
Pennsylvania
$845K -$113K -487 -12%
GFWA
3413
Grey Fox Wealth Advisors
Delaware
$844K +$466 +2 +0.1%
OAM
3414
Oberweis Asset Management
Illinois
$843K -$45K -193 -5%
ACA
3415
American Capital Advisory
Idaho
$840K
KIC
3416
Keating Investment Counselors
Florida
$839K
WI
3417
WJ Interests
Texas
$839K
BWM
3418
BankPlus Wealth Management
Mississippi
$836K +$812K +3,488 New
NFTC
3419
North Forty Two & Co
Oregon
$834K +$810K +3,478 New
PA
3420
Persium Advisors
Georgia
$831K +$807K +3,466 New
CIA
3421
Cascade Investment Advisors
Oregon
$829K -$4.66K -20 -0.6%
RWM
3422
RBA Wealth Management
California
$826K -$32.8K -141 -4%
IIM
3423
Illumine Investment Management
Washington
$825K +$801K +3,441 New
MWP
3424
Moller Wealth Partners
$824K -$498K -2,139 -38%
HNWA
3425
Henrickson Nauta Wealth Advisors
Michigan
$824K