We are live on ! Find out more
JPM icon

JPMorgan Chase

4,664 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: 4,2014,664 (+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
4,664
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
EFG
3551
Elios Financial Group
Ohio
$715K -$25.4K -109 -4%
CFS
3552
Coordinated Financial Services
Colorado
$714K +$694K +2,978 New
CWM
3553
Cherrydale Wealth Management
New Jersey
$714K +$73.8K +317 +12%
RFP
3554
Root Financial Partners
California
$714K +$346K +1,484 +99%
DWM
3555
DecisionMap Wealth Management
Virginia
$712K +$692K +2,971 New
HFS
3556
Hughes Financial Services
Virginia
$711K +$691K +2,967 New
ODIJL
3557
One Day In July LLC
Vermont
$711K -$206K -884 -23%
CL
3558
CLG LLC
California
$711K +$691K +2,966 New
PCM
3559
Perritt Capital Management
Illinois
$710K -$42.4K -182 -6%
CW
3560
Code Waechter
Florida
$709K -$15.4K -66 -2%
MPCL
3561
My Personal CFO LLC
Washington
$709K
IWA
3562
Inspirion Wealth Advisors
Illinois
$709K
SG
3563
Strid Group
Pennsylvania
$707K
GC
3564
Guidance Capital
Kentucky
$707K -$1.07M -4,587 -63%
ML
3565
Mayport LLC
Massachusetts
$705K -$12.6K -54 -2%
ASG
3566
Ariston Services Group
California
$704K -$73.1K -314 -10%
RF
3567
Rossby Financial
Florida
$703K +$683K +2,931 New
WFAG
3568
Wescott Financial Advisory Group
Pennsylvania
$702K +$72.9K +313 +12%
HCA
3569
Heck Capital Advisors
Wisconsin
$701K -$1.63K -7 -0.2%
RMC
3570
Ring Mountain Capital
California
$698K +$678K +2,912 New
CAM
3571
Claret Asset Management
Quebec, Canada
$698K -$40.5K -174 -6%
DSAM
3572
Dock Street Asset Management
Florida
$698K
FFL
3573
Financial Freedom LLC
Ohio
$697K +$1.4K +6 +0.2%
IWM
3574
Integris Wealth Management
California
$696K +$53.6K +230 +9%
SHF
3575
Safe Harbor Fiduciary
Florida
$695K -$12.3K -53 -2%