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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
ICM
3576
Islay Capital Management
Texas
$695K +$13.5K +58 +2%
IDA
3577
Intelligence Driven Advisers
California
$694K +$14.7K +63 +2%
SP
3578
Successful Portfolios
Florida
$694K -$8.38K -36 -1%
LWM
3579
Laidlaw Wealth Management
New York
$693K -$31.7K -136 -4%
CA
3580
CapWealth Advisors
Tennessee
$693K +$5.59K +24 +0.8%
VW
3581
Vance Wealth
California
$693K +$58.5K +251 +10%
AIA
3582
Arbor Investment Advisors
North Carolina
$692K -$7.45K -32 -1%
HCP
3583
Hamilton Capital Partners
Georgia
$691K +$671K +2,881 New
MMHP
3584
Murphy Middleton Hinkle & Parker
Georgia
$691K +$10.2K +44 +2%
GSIS
3585
Global Strategic Investment Solutions
Arizona
$691K +$70.3K +302 +12%
IFA
3586
Index Fund Advisors
California
$690K +$22.4K +96 +3%
LBC
3587
Leigh Baldwin & Co
New York
$690K +$670K +2,877 New
SL
3588
Salomon & Ludwin
Virginia
$688K -$158K -677 -19%
BBA
3589
Braun-Bostich & Associates
Pennsylvania
$688K -$153K -659 -19%
AWA
3590
Aletheian Wealth Advisors
Washington
$688K +$40.1K +172 +6%
CCA
3591
Coign Capital Advisors
Utah
$688K +$668K +2,869 New
RSWA
3592
Robinson Smith Wealth Advisors
Maine
$687K -$34.5K -148 -5%
CRIG
3593
Charter Research & Investment Group
Connecticut
$687K -$25.6K -110 -4%
HIM
3594
Hanlon Investment Management
New Jersey
$687K +$31K +133 +5%
AFP
3595
Alpha Financial Partners
Kentucky
$686K -$109K -466 -14%
FCM
3596
Fourpath Capital Management
Oklahoma
$686K -$113K -485 -14%
BGAI
3597
Bruce G. Allen Investments
Colorado
$686K -$4.19K -18 -0.6%
LRWM
3598
Lord & Richards Wealth Management
Colorado
$685K +$666K +2,858 New
OCG
3599
Opus Capital Group
Ohio
$685K -$127K -544 -16%
TAM
3600
Tucker Asset Management
Colorado
$684K -$89K -382 -12%