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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
EC
3451
EdgeRock Capital
Colorado
$792K +$76.2K +327 +11%
DC
3452
Diametric Capital
Massachusetts
$792K -$470K -2,020 -38%
EWP
3453
Elevation Wealth Partners
California
$791K +$4.66K +20 +0.6%
WCWM
3454
Willow Creek Wealth Management
California
$790K -$7.69K -33 -1%
PPW
3455
Pasadena Private Wealth
California
$789K -$419K -1,798 -35%
FC
3456
Farringdon Capital
United Kingdom
$789K +$767K +3,292 New
SAM
3457
Strive Asset Management
Ohio
$789K +$767K +3,292 New
EFG
3458
Ehrlich Financial Group
California
$788K -$10K -43 -1%
GAA
3459
Global Assets Advisory
Florida
$786K -$130K -560 -15%
GWAG
3460
Garrett Wealth Advisory Group
Texas
$786K +$136K +585 +22%
ACC
3461
Acorn Creek Capital
Colorado
$786K -$2.1K -9 -0.3%
WF
3462
Whelan Financial
California
$785K +$1.63K +7 +0.2%
IPW
3463
Intergy Private Wealth
Colorado
$783K +$27.9K +120 +4%
SPP
3464
Single Point Partners
Massachusetts
$783K -$80.4K -345 -10%
CP
3465
Creekside Partners
California
$782K
WCFA
3466
Walkner Condon Financial Advisors
Wisconsin
$782K -$87.6K -376 -10%
RA
3467
Rise Advisors
New York
$780K +$17K +73 +2%
VH
3468
Visionary Horizons
Tennessee
$780K +$49.6K +213 +7%
MCM
3469
Mattern Capital Management
Colorado
$779K -$61.3K -263 -7%
LFG
3470
Lockerman Financial Group
California
$778K -$11.6K -50 -2%
WCG
3471
Weaver Consulting Group
California
$773K -$2.1K -9 -0.3%
UL
3472
Unionview LLC
Washington
$773K +$466 +2 +0.1%
CAM
3473
Concorde Asset Management
Michigan
$772K +$14.7K +63 +2%
DBRC
3474
D.B. Root & Company
Pennsylvania
$772K +$42.4K +182 +6%
EA
3475
Emerald Advisors
Washington
$770K +$3.73K +16 +0.5%