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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
TA
3426
TCM Advisors
West Virginia
$822K
PWM
3427
Prosperity Wealth Management
California
$821K +$10.5K +45 +1%
IWP
3428
Invenio Wealth Partners
Florida
$820K
VCP
3429
Vista Capital Partners
Oregon
$816K +$47.7K +205 +6%
OWA
3430
Outlook Wealth Advisors
Texas
$812K +$31.2K +134 +4%
MWP
3431
Meridian Wealth Partners
Pennsylvania
$811K -$107K -458 -12%
MWM
3432
Merriman Wealth Management
Washington
$811K +$112K +481 +17%
BTC
3433
Bank & Trust Company
Illinois
$810K -$2.33K -10 -0.3%
IW
3434
IronOak Wealth
Texas
$810K +$787K +3,380 New
LFA
3435
Laraway Financial Advisors
Minnesota
$809K
CA
3436
Capital Advantage
California
$807K +$784K +3,368 New
AWM
3437
Altus Wealth Management
Kentucky
$807K +$12.8K +55 +2%
WCP
3438
Wealthcare Capital Partners
Pennsylvania
$807K +$784K +3,366 New
PP
3439
Postrock Partners
Oregon
$806K +$783K +3,362 New
GDP
3440
Great Diamond Partners
Maine
$804K +$33.1K +142 +4%
PCFFS
3441
Pacific Center for Financial Services
California
$803K +$466 +2 +0.1%
VWM
3442
Vigilare Wealth Management
Arizona
$803K -$19.8K -85 -2%
FA
3443
Forefront Analytics
Pennsylvania
$802K +$14.9K +64 +2%
ACM
3444
AUA Capital Management
Pennsylvania
$801K -$363K -1,557 -32%
MWA
3445
Motive Wealth Advisors
Michigan
$799K +$62K +266 +9%
SAF
3446
Smith Anglin Financial
Texas
$799K +$466 +2 +0.1%
FCT
3447
First Community Trust
Iowa
$798K +$41K +176 +6%
HIA
3448
HTG Investment Advisors
Connecticut
$797K -$20.5K -88 -3%
AWM
3449
Accredited Wealth Management
Kentucky
$795K +$772K +3,315 New
AWM
3450
Abound Wealth Management
Tennessee
$793K +$7.69K +33 +1%