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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
BRA
3626
Bender Robert & Associates
California
$660K -$21.9K -94 -3%
DFA
3627
Davies Financial Advisors
California
$658K -$103K -442 -14%
MWM
3628
Melfa Wealth Management
Massachusetts
$657K +$60.1K +258 +10%
MPW
3629
Magnolia Private Wealth
Pennsylvania
$657K +$638K +2,741 New
RC
3630
Reik & Co
New York
$655K
IAG
3631
Ipsen Advisor Group
Arkansas
$655K +$636K +2,731 New
LIM
3632
Lathrop Investment Management
Arkansas
$652K +$1.63K +7 +0.3%
OA
3633
Operose Advisors
Wisconsin
$651K -$227K -975 -26%
DA
3634
Detalus Advisors
Missouri
$649K -$21.2K -91 -3%
CFP
3635
Cascade Financial Partners
California
$649K
HIS
3636
Harvest Investment Services
Illinois
$643K -$404K -1,734 -39%
MS
3637
Madden Securities
Texas
$642K -$40.1K -172 -6%
MECA
3638
Miller Equity Capital Advisors
Texas
$642K
VC
3639
Veery Capital
Delaware
$641K -$1.4K -6 -0.2%
SWM
3640
SFG Wealth Management
Maryland
$641K -$24.9K -107 -4%
CA
3641
Clune & Associates
Illinois
$641K +$623K +2,673 New
VCWA
3642
Vanguard Capital Wealth Advisors
Colorado
$640K +$699 +3 +0.1%
PFG
3643
Prospect Financial Group
Virginia
$639K +$621K +2,666 New
HFS
3644
Heritage Financial Services
Massachusetts
$638K +$31.2K +134 +5%
SCI
3645
Silver Coast Investments
United States
$638K -$28.2K -121 -4%
PCP
3646
Panoramic Capital Partners
Oregon
$635K +$617K +2,647 New
HCWM
3647
Hidden Cove Wealth Management
Washington
$634K +$616K +2,646 New
LIA
3648
Lynx Investment Advisory
District of Columbia
$634K +$30.3K +130 +5%
BC
3649
BIT Capital
Germany
$633K -$711K -3,051 -54%
ETS
3650
ESL Trust Services
New York
$633K +$337K +1,448 +121%