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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
CHA
3526
Cooper/Haims Advisors
New York
$732K +$233 +1 +0%
FFG
3527
Fiduciary Financial Group
California
$732K -$1.63K -7 -0.2%
FPF
3528
First Pacific Financial
Washington
$732K +$235K +1,011 +50%
ACM
3529
Absolute Capital Management
Pennsylvania
$732K -$466 -2 -0.1%
AFWM
3530
AMJ Financial Wealth Management
Virginia
$730K -$56.8K -244 -7%
IAG
3531
Investmark Advisory Group
Connecticut
$730K -$246K -1,055 -26%
TPW
3532
Tiller Private Wealth
Pennsylvania
$728K +$20.7K +89 +3%
IGGA
3533
Iron Gate Global Advisors
Utah
$724K -$19.3K -83 -3%
OFO
3534
OneAscent Family Office
Alabama
$724K +$703K +3,020 New
NJBEST
3535
New Jersey Better Educational Savings Trust
New Jersey
$723K
TCM
3536
Thoma Capital Management
Maryland
$721K +$701K +3,010 New
MA
3537
MKT Advisors
California
$720K +$4.42K +19 +0.7%
DCBT
3538
Dakota Community Bank & Trust
North Dakota
$720K -$14.9K -64 -2%
SWM
3539
SilverOak Wealth Management
Minnesota
$720K +$3.49K +15 +0.5%
LA
3540
Lane & Associates
New Jersey
$719K -$66.1K -284 -10%
AS
3541
Altshuler Shaham
Israel
$719K
KAM
3542
Karani Asset Management
New York
$719K +$699K +3,000 New
BCMLT
3543
Beacon Capital Management LLC (Tennessee)
Tennessee
$719K +$17.2K +74 +3%
CWM
3544
Centricity Wealth Management
Ohio
$719K +$698K +2,998 New
CCC
3545
Compass Capital Corp
Massachusetts
$719K +$686K +2,947 New
CPA
3546
Capital Performance Advisors
California
$718K +$92.9K +399 +15%
SIAG
3547
Safeguard Investment Advisory Group
California
$717K +$27.7K +119 +4%
WIA
3548
Wealthedge Investment Advisors
New York
$717K +$697K +2,992 New
CCP
3549
Clarity Capital Partners
California
$715K +$2.33K +10 +0.3%
PW
3550
Peninsula Wealth
California
$715K +$40.1K +172 +6%