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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
LAM
3501
Lakewood Asset Management
Illinois
$747K
SAM
3502
SP Asset Management
California
$747K +$2.56K +11 +0.4%
Cohen & Steers
3503
Cohen & Steers
New York
$747K +$36.8K +158 +5%
MF
3504
Meridian Financial
Massachusetts
$746K -$134K -575 -16%
CFG
3505
Clayton Financial Group
Missouri
$745K +$36.1K +155 +5%
RC
3506
Rovin Capital
Arizona
$745K +$4.19K +18 +0.6%
WIM
3507
Warwick Investment Management
Texas
$744K -$7.22K -31 -1%
HA
3508
HC Advisors
Georgia
$744K +$122K +522 +20%
NFC
3509
Northstar Financial Companies
Pennsylvania
$743K +$722K +3,099 New
WAOI
3510
Wealth Advisors of Iowa
Iowa
$743K +$53.8K +231 +8%
AF
3511
Atala Financial
California
$742K +$721K +3,097 New
JLBC
3512
J.L. Bainbridge & Co
Florida
$742K +$10.2K +44 +1%
BAM
3513
Broyhill Asset Management
North Carolina
$742K +$721K +3,094 New
KWM
3514
KFG Wealth Management
Indiana
$741K +$66.8K +287 +10%
VWA
3515
VSM Wealth Advisory
Maryland
$740K +$719K +3,087 New
PCMC
3516
Paragon Capital Management (Colorado)
Colorado
$740K -$136K -584 -16%
NA
3517
Nottingham Advisors
New York
$740K -$117K -501 -14%
SLA
3518
Silver Lake Advisory
Utah
$739K +$3.49K +15 +0.5%
CCG
3519
Capital CS Group
California
$737K +$716K +3,075 New
NPPM
3520
North Point Portfolio Managers
Ohio
$736K
FFWM
3521
Future Financial Wealth Management
Ohio
$735K
CSWM
3522
Cassady Schiller Wealth Management
Ohio
$735K +$44.5K +191 +7%
MSWMA
3523
Market Street Wealth Management Advisors
Indiana
$734K +$24.2K +104 +4%
PIM
3524
Pullen Investment Management
Florida
$733K +$33.5K +144 +5%
UWP
3525
Uniting Wealth Partners
Kansas
$733K +$712K +3,057 New