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
RWA
3726
Rooted Wealth Advisors
Illinois
$577K +$50.3K +216 +10%
BL
3727
Balentine LLC
Georgia
$577K -$636K -2,729 -53%
FGWP
3728
Founders Grove Wealth Partners
Virginia
$576K +$559K +2,402 New
BA
3729
Brightwater Advisory
Florida
$575K -$17.7K -76 -3%
CNWM
3730
Clay Northam Wealth Management
California
$575K +$32.6K +140 +6%
NWA
3731
Navis Wealth Advisors
New York
$574K -$22.8K -98 -4%
TCOO
3732
Trust Company of Oklahoma
Oklahoma
$573K +$25.2K +108 +5%
WI
3733
Wedgewood Investors
Pennsylvania
$572K -$16.8K -72 -3%
TWM
3734
Triton Wealth Management
Arizona
$571K +$58K +249 +12%
MAP
3735
Moody Aldrich Partners
Massachusetts
$566K -$65.4K -281 -11%
TPWA
3736
Twin Peaks Wealth Advisors
California
$566K +$55K +236 +11%
CP
3737
Capital Planning
Washington
$565K +$64.3K +276 +13%
ITFISA
3738
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$563K -$4.66K -20 -0.8%
PS
3739
Planned Solutions
California
$562K
FWM
3740
FFT Wealth Management
Pennsylvania
$562K -$26.8K -115 -5%
WBCM
3741
Wilson & Boucher Capital Management
California
$561K
FEG
3742
Financial Enhancement Group
Indiana
$561K +$535K +2,297 New
WFC
3743
Western Financial Corp
California
$560K +$81.1K +348 +17%
STB
3744
S&T Bank
Pennsylvania
$560K +$14.2K +61 +3%
JA
3745
JVL Associates
Michigan
$559K +$71.7K +308 +15%
SIA
3746
Sovereign Investment Advisors
Arizona
$558K +$542K +2,328 New
VPP
3747
Vertex Planning Partners
Illinois
$558K +$10.7K +46 +2%
TS
3748
Tamar Securities
California
$556K -$4.66K -20 -0.9%
KC
3749
Knuff & Co
California
$555K +$26.3K +113 +5%
MAM
3750
Marotta Asset Management
Virginia
$553K -$63.8K -274 -11%