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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
SIMC
3776
Squire Investment Management Company
Utah
$532K +$30K +129 +6%
MCM
3777
M1 Capital Management
Michigan
$531K +$516K +2,217 New
SCM
3778
Stevens Capital Management
Pennsylvania
$531K -$4.78M -20,509 -90%
ONGA
3779
O'Neil Global Advisors
California
$531K +$1.4K +6 +0.3%
CMBA
3780
C.M. Bidwell & Associates
Hawaii
$531K -$7.92K -34 -2%
GPW
3781
Genesis Private Wealth
Virginia
$531K +$515K +2,213 New
LFGO
3782
Legacy Financial Group (Oklahoma)
Oklahoma
$530K -$4.19K -18 -0.8%
RIA
3783
Richwood Investment Advisors
Ohio
$530K +$30.3K +130 +6%
MWM
3784
Mindset Wealth Management
Indiana
$528K +$11.6K +50 +2%
CWM
3785
Campbell Wealth Management
Virginia
$528K +$72.7K +312 +17%
AFS
3786
Axiom Financial Strategies
Indiana
$528K -$33.3K -143 -6%
RIP
3787
Reliant Investment Partners
North Carolina
$528K +$513K +2,201 New
CC
3788
Cultivar Capital
Texas
$527K
GAMC
3789
Garner Asset Management Corp
Texas
$527K +$466 +2 +0.1%
BBWP
3790
Beacon Bridge Wealth Partners
Pennsylvania
$525K
SC
3791
Sepio Capital
Utah
$523K -$5.82K -25 -1%
OTPPB
3792
Ontario Teachers' Pension Plan Board
Ontario, Canada
$522K -$32.1K -138 -6%
CFC
3793
Coyle Financial Counsel
Illinois
$521K +$122K +523 +32%
FA
3794
Fermata Advisors
California
$520K -$6.06K -26 -1%
BIG
3795
Builder Investment Group
Georgia
$520K
OA
3796
Oceanside Advisors
South Carolina
$520K +$44.3K +190 +10%
T
3797
Tableaux
Massachusetts
$519K +$505K +2,167 New
SIC
3798
SJS Investment Consulting
Ohio
$519K -$139K -597 -22%
IVP
3799
Intrinsic Value Partners
Arizona
$518K
WA
3800
Waterford Advisors
New York
$517K -$23.3K -100 -4%