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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
MIM
3601
Morningstar Investment Management
Illinois
$684K -$1.63M -7,017 -71%
WFPG
3602
Waller Financial Planning Group
Ohio
$684K -$10.7K -46 -2%
FA
3603
FDx Advisors
Illinois
$682K -$117K -504 -15%
WS
3604
Wela Strategies
Georgia
$679K +$326K +1,398 New
WFA
3605
WMG Financial Advisors
Tennessee
$679K +$34K +146 +5%
OPPS
3606
Obsidian Personal Planning Solutions
Maryland
$679K -$9.78K -42 -2%
AA
3607
Alpha Advisors
Virginia
$679K +$660K +2,832 New
LAM
3608
Lingohr Asset Management
Germany
$676K +$661K +2,840 New
AIA
3609
AIMZ Investment Advisors
California
$672K
PAG
3610
Paladin Advisory Group
Iowa
$672K
FAFN
3611
First Affirmative Financial Network
Colorado
$671K -$835K -3,586 -56%
SL
3612
Summitry LLC
California
$671K -$167K -717 -20%
PI
3613
Parkside Investments
Illinois
$671K +$60.8K +261 +10%
AR
3614
Apeiron RIA
Texas
$671K +$40.3K +173 +7%
IF
3615
Integrity Financial
Wyoming
$671K -$107K -458 -14%
AWP
3616
Abacus Wealth Partners
California
$671K -$18.6K -80 -3%
WWM
3617
Westwood Wealth Management
California
$668K -$3.73K -16 -0.6%
TCM
3618
Tassel Capital Management
North Carolina
$668K +$649K +2,785 New
TC
3619
TAGStone Capital
North Carolina
$664K +$28.6K +123 +5%
FWP
3620
Firethorn Wealth Partners
Georgia
$663K +$7.22K +31 +1%
VFG
3621
Victory Financial Group
Texas
$663K +$644K +2,764 New
CHP
3622
Cable Hill Partners
Oregon
$662K -$111K -477 -15%
HB
3623
Horizon Bancorp
Indiana
$662K +$11.4K +49 +2%
TFIPS
3624
Towarzystwo Funduszy Inwestycyjnych PZU SA
$662K +$76.9K +330 +14%
BW
3625
Basepoint Wealth
Iowa
$661K -$41.2K -177 -6%