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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
SC
3651
Schoolcraft Capital
Colorado
$632K
CWM
3652
Cahaba Wealth Management
Georgia
$631K +$466 +2 +0.1%
SA
3653
Strategic Advocates
Utah
$630K +$40.3K +173 +7%
TFO
3654
Tarbox Family Office
California
$629K
SDH
3655
Sloy Dahl & Holst
Washington
$628K +$4.66K +20 +0.8%
HCP
3656
Holt Capital Partners
Texas
$626K
FF
3657
Francis Financial
$626K +$272K +1,168 +46%
MWM
3658
MBE Wealth Management
Wisconsin
$626K +$31K +133 +5%
HGWM
3659
Horst & Graben Wealth Management
Oregon
$625K -$27.5K -118 -4%
FI
3660
Financial Insights
Washington
$624K -$894K -3,837 -60%
CWA
3661
Centerline Wealth Advisors
Kentucky
$624K +$609K +2,613 New
CF
3662
Cyr Financial
Illinois
$623K +$606K +2,601 New
WPW
3663
Warther Private Wealth
Ohio
$623K -$329K -1,411 -35%
BBPWM
3664
Blue Bell Private Wealth Management
Pennsylvania
$622K +$8.85K +38 +1%
JTWM
3665
Jackson Thornton Wealth Management
Alabama
$622K +$166K +712 +38%
PCM
3666
Presidio Capital Management
California
$621K +$37.5K +161 +7%
RA
3667
Riversedge Advisors
Delaware
$620K +$42.6K +183 +8%
BI
3668
Beckerman Institutional
New Jersey
$619K +$329K +1,412 +120%
PWM
3669
Puff Wealth Management
New Jersey
$619K +$601K +2,581 New
PDM
3670
Penn Davis McFarland
Texas
$618K +$48.2K +207 +9%
IIA
3671
ICW Investment Advisors
Arizona
$618K +$466 +2 +0.1%
NIWA
3672
New Insight Wealth Advisors
California
$617K -$6.06K -26 -1%
GGI
3673
Godsey & Gibb Inc
Virginia
$616K -$39.6K -170 -6%
PHWM
3674
Pine Harbor Wealth Management
Maryland
$614K +$1.63K +7 +0.3%
SFPG
3675
Stonebridge Financial Planning Group
Florida
$613K +$134K +577 +29%