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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
BWM
3751
Brown Wealth Management
Illinois
$553K -$51.9K -223 -9%
SC
3752
Saturna Capital
Washington
$552K +$162K +695 +43%
LAMNM
3753
Longview Asset Management (New Mexico)
New Mexico
$552K +$536K +2,302 New
SWMG
3754
Signature Wealth Management Group
Georgia
$551K +$96.7K +415 +22%
CNBOF
3755
City National Bank of Florida
Florida
$550K +$535K +2,296 New
GB
3756
Goepper Burkhardt
South Carolina
$549K -$35.2K -151 -6%
HBWM
3757
Hollow Brook Wealth Management
New York
$548K -$1.73M -7,444 -76%
FIC
3758
Family Investment Center
Missouri
$548K -$31K -133 -5%
RBC
3759
Roble Belko & Company
Pennsylvania
$548K +$116K +500 +28%
SFC
3760
Strategic Financial Concepts
Texas
$548K +$291K +1,248 +120%
LSA
3761
Lansing Street Advisors
Pennsylvania
$547K +$20K +86 +4%
MWM
3762
Mascoma Wealth Management
New Hampshire
$547K +$36.6K +157 +7%
BWP
3763
Bernardo Wealth Planning
Pennsylvania
$546K +$6.06K +26 +1%
OFP
3764
OLIO Financial Planning
Virginia
$545K +$530K +2,274 New
DHC
3765
Drum Hill Capital
Connecticut
$542K +$527K +2,262 New
ARMT
3766
Amica Retiree Medical Trust
Rhode Island
$541K -$45.9K -197 -8%
TAM
3767
TCP Asset Management
Ohio
$540K -$6.29K -27 -1%
GFL
3768
Granite FO LLC
New Hampshire
$536K
GSCM
3769
Greenfield Seitz Capital Management
Texas
$535K -$6.99K -30 -1%
AWP
3770
Axis Wealth Partners
Rhode Island
$534K +$519K +2,228 New
BWA
3771
BlueChip Wealth Advisors
Georgia
$533K +$38K +163 +8%
GF
3772
Gimbal Financial
Indiana
$533K +$5.12K +22 +1%
NC
3773
NovaPoint Capital
Georgia
$533K -$34.2K -147 -6%
SM
3774
Sensible Money
Arizona
$532K
CMS
3775
Capital Market Strategies
Florida
$532K +$13.3K +57 +3%