We are live on ! Find out more
JPM icon

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
KWAG
3701
Kiely Wealth Advisory Group
North Carolina
$590K
CL
3702
COWA LLC
Oklahoma
$590K -$15.8K -68 -3%
CTC
3703
Corundum Trust Company
South Dakota
$589K -$12.8K -55 -2%
WAM
3704
Walker Asset Management
Missouri
$588K +$12.3K +53 +2%
CCA
3705
Covey Capital Advisors
Georgia
$587K
MPAM
3706
Murphy Pohlad Asset Management
Minnesota
$585K
CA
3707
Claris Advisors
Missouri
$585K +$326K +1,400 +135%
RWM
3708
Reston Wealth Management
Virginia
$583K -$324K -1,390 -36%
PSA
3709
Plum Street Advisors
Louisiana
$583K +$43.3K +186 +8%
PWM
3710
Palacios Wealth Management
Florida
$583K +$543K +2,332 New
TIA
3711
Tandem Investment Advisors
South Carolina
$583K -$21.7K -93 -4%
POIA
3712
Pin Oak Investment Advisors
Texas
$583K
NAG
3713
Northstar Advisory Group
New Jersey
$582K +$2.1K +9 +0.4%
JCIA
3714
Jackson Creek Investment Advisors
Colorado
$582K +$233 +1 +0%
FPW
3715
Flywheel Private Wealth
California
$582K +$565K +2,427 New
SWM
3716
Selective Wealth Management
Virginia
$581K +$466 +2 +0.1%
RCM
3717
Rockbridge Capital Management
Virginia
$581K +$565K +2,424 New
JC
3718
Jacobs & Co
California
$581K
WW
3719
Westshore Wealth
California
$580K -$10.9K -47 -2%
IP
3720
Isthmus Partners
Wisconsin
$579K
SAM
3721
Sequent Asset Management
Texas
$579K +$233 +1 +0%
CFS
3722
CGC Financial Services
Oregon
$578K
TI
3723
Truepoint Inc
Ohio
$577K +$22.1K +95 +4%
PCMM
3724
Piedmont Capital Management (Montana)
Montana
$577K
SFG
3725
SNS Financial Group
Minnesota
$577K +$1.86K +8 +0.3%