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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
WFM
3476
Wolff Financial Management
Michigan
$769K
AFG
3477
Arkansas Financial Group
Arkansas
$769K -$40.5K -174 -5%
HI
3478
Harrington Investments
California
$768K +$93.4K +401 +14%
I2I
3479
Insight 2811 Inc
Illinois
$766K +$2.33K +10 +0.3%
JCM
3480
J2 Capital Management
Michigan
$764K +$743K +3,189 New
WFA
3481
WestHill Financial Advisors
California
$763K +$466 +2 +0.1%
AGA
3482
Arkos Global Advisors
Texas
$763K -$221K -949 -23%
CIA
3483
Compass Ion Advisors
Pennsylvania
$762K +$20.5K +88 +3%
AI
3484
AXS Investments
New York
$761K -$65.9K -283 -8%
WJA
3485
Willis Johnson & Associates
Texas
$760K -$46.4K -199 -6%
CTWM
3486
Cherry Tree Wealth Management
Minnesota
$760K
BWM
3487
BCS Wealth Management
Tennessee
$759K +$14.4K +62 +2%
AWA
3488
Arbor Wealth Advisors
Michigan
$758K +$11.2K +48 +2%
PCM
3489
Payne Capital Management
New York
$757K +$735K +3,156 New
PCM
3490
Permanent Capital Management
Illinois
$755K +$734K +3,151 New
EMAM
3491
Encompass More Asset Management
California
$755K +$39.6K +170 +6%
HF
3492
Holcombe Financial
Georgia
$754K +$733K +3,147 New
ONSWM
3493
Old North State Wealth Management
North Carolina
$754K +$106K +457 +17%
CFG
3494
Copley Financial Group
California
$753K -$8.38K -36 -1%
SAM
3495
Shikiar Asset Management
New York
$753K
OWA
3496
Opal Wealth Advisors
New York
$752K +$233 +1 +0%
BFS
3497
Burkett Financial Services
South Carolina
$751K -$74.8K -321 -9%
WFS
3498
WealthGarden F.S.
California
$751K +$2.1K +9 +0.3%
ACA
3499
Ackerman Capital Advisors
Texas
$750K
AWM
3500
Allen Wealth Management
North Carolina
$748K -$2.33K -10 -0.3%