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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
SWM
3676
Silverlake Wealth Management
Vermont
$612K -$151K -647 -20%
FFG
3677
Fortress Financial Group
Minnesota
$612K +$594K +2,552 New
API
3678
Asset Planning Inc
California
$611K +$594K +2,550 New
BAS
3679
Breakthru Advisory Services
Wisconsin
$610K +$593K +2,545 New
PGWM
3680
Pitti Group Wealth Management
New York
$609K -$68.9K -296 -10%
DFG
3681
Dupree Financial Group
Kentucky
$609K +$31.7K +136 +6%
RFA
3682
Reyes Financial Architecture
California
$608K +$591K +2,538 New
IDBONY
3683
Israel Discount Bank of New York
New York
$608K -$16.8K -72 -3%
BAMG
3684
Brand Asset Management Group
Missouri
$607K +$8.85K +38 +2%
AFIA
3685
America First Investment Advisors
Nebraska
$606K
AIS
3686
Accredited Investor Services
Minnesota
$605K +$587K +2,522 New
4A
3687
4Wealth Advisors
Illinois
$603K +$586K +2,514 New
TC
3688
Tacita Capital
Ontario, Canada
$601K +$40.8K +175 +8%
SSG
3689
Summit Securities Group
New York
$599K +$46.6K +200 +9%
UH
3690
Unigestion Holding
Switzerland
$599K +$582K +2,500 New
BWS
3691
Broadway Wealth Solutions
Texas
$598K +$581K +2,496 New
WCM
3692
Wallace Capital Management
Texas
$598K +$61K +262 +12%
HC
3693
Hamilton Capital
Ohio
$598K +$12.1K +52 +2%
HWP
3694
Heritage Wealth Partners
Ohio
$598K -$355K -1,524 -38%
AL
3695
Arnhold LLC
New York
$597K
FSA
3696
Financial Security Advisor
Virginia
$596K -$85.5K -367 -13%
CWMGO
3697
Capstone Wealth Management Group (Oregon)
Oregon
$595K +$579K +2,484 New
NWMG
3698
Nicholson Wealth Management Group
South Carolina
$594K
C1AG
3699
Client 1st Advisory Group
Florida
$593K +$44.3K +190 +8%
SBWIC
3700
Schaper Benz & Wise Investment Counsel
Wisconsin
$591K -$3.49K -15 -0.6%