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JPMorgan Chase

4,601 hedge funds and large institutions have $495B invested in JPMorgan Chase in 2024 Q4 according to their latest regulatory filings, with 594 funds opening new positions, 1,696 increasing their positions, 1,922 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,601
Holders Change
+434
Holders Change %
+10.42%
% of All Funds
61.24%
Holding in Top 10
790
Holding in Top 10 Change
+174
Holding in Top 10 Change %
+28.25%
% of All Funds
10.52%
New
594
Increased
1,696
Reduced
1,922
Closed
84
Calls
$8.24B
Puts
$10.6B
Net Calls
-$2.35B
Net Calls Change
+$82.1M
Name Holding Trade Value Shares
Change
Shares
Change %
HC
3651
Hamilton Capital
Ohio
$598K +$12.5K +52 +2%
HWP
3652
Heritage Wealth Partners
Ohio
$598K -$365K -1,524 -38%
AL
3653
Arnhold LLC
New York
$597K
FSA
3654
Financial Security Advisor
Virginia
$596K -$88K -367 -13%
CWMGO
3655
Capstone Wealth Management Group (Oregon)
Oregon
$595K +$595K +2,484 New
NWMG
3656
Nicholson Wealth Management Group
South Carolina
$594K
C1AG
3657
Client 1st Advisory Group
Florida
$593K +$45.5K +190 +8%
SBWIC
3658
Schaper Benz & Wise Investment Counsel
Wisconsin
$591K -$3.6K -15 -0.6%
KWAG
3659
Kiely Wealth Advisory Group
North Carolina
$590K
CL
3660
COWA LLC
Oklahoma
$590K -$16.3K -68 -3%
CTC
3661
Corundum Trust Company
South Dakota
$589K -$13.2K -55 -2%
WAM
3662
Walker Asset Management
Missouri
$588K +$12.7K +53 +2%
CCA
3663
Covey Capital Advisors
Georgia
$587K
MPAM
3664
Murphy Pohlad Asset Management
Minnesota
$585K
CA
3665
Claris Advisors
Missouri
$585K +$336K +1,400 +135%
RWM
3666
Reston Wealth Management
Virginia
$583K -$333K -1,390 -36%
PSA
3667
Plum Street Advisors
Louisiana
$583K +$44.6K +186 +8%
PWM
3668
Palacios Wealth Management
Florida
$583K +$583K +2,332 New
TIA
3669
Tandem Investment Advisors
South Carolina
$583K -$22.3K -93 -4%
POIA
3670
Pin Oak Investment Advisors
Texas
$583K
NAG
3671
Northstar Advisory Group
New Jersey
$582K +$2.16K +9 +0.4%
JCIA
3672
Jackson Creek Investment Advisors
Colorado
$582K +$240 +1 +0%
FPW
3673
Flywheel Private Wealth
California
$582K +$582K +2,427 New
SWM
3674
Selective Wealth Management
Virginia
$581K +$495 +2 +0.1%
RCM
3675
Rockbridge Capital Management
Virginia
$581K +$581K +2,424 New