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
WCM
3801
Washburn Capital Management
Florida
$517K +$113K +485 +29%
CM
3802
Columbus Macro
Pennsylvania
$515K +$119K +509 +31%
MAM
3803
Morse Asset Management
Connecticut
$515K -$1.18M -5,077 -70%
HAM
3804
Hickory Asset Management
Ohio
$515K +$500K +2,148 New
CCP
3805
Cushing Capital Partners
Wisconsin
$515K +$500K +2,147 New
LWM
3806
Lionshead Wealth Management
New York
$514K +$500K +2,146 New
BDFN
3807
Bond & Devick Financial Network
Minnesota
$513K
RSF
3808
Rik Saylor Financial
Ohio
$513K +$498K +2,140 New
AWM
3809
Alterna Wealth Management
Texas
$513K +$141K +606 +40%
FPCG
3810
Forum Private Client Group
Indiana
$512K -$10.2K -44 -2%
LIA
3811
Luken Investment Analytics
Tennessee
$511K +$46.6K +200 +10%
IQI
3812
Integrated Quantitative Investments
Washington
$511K +$496K +2,130 New
NWA
3813
New World Advisors
Massachusetts
$509K
PWM
3814
Power Wealth Management
Georgia
$508K -$4.66K -20 -0.9%
BCB
3815
Brian C. Broderick
$506K
KPWG
3816
KFA Private Wealth Group
Virginia
$505K +$34.2K +147 +7%
SFC
3817
Swisher Financial Concepts
Ohio
$505K -$146K -625 -23%
B
3818
Bensler
Washington
$505K +$18.2K +78 +4%
IWP
3819
Insight Wealth Partners
Texas
$505K -$59.9K -257 -11%
CW
3820
Cook Wealth
North Carolina
$503K +$36.1K +155 +9%
BPWM
3821
Black Point Wealth Management
Florida
$503K +$1.4K +6 +0.3%
CFG
3822
Compton Financial Group
Maryland
$503K
SCA
3823
Southern Capital Advisors
Tennessee
$503K +$10.5K +45 +2%
AIM
3824
Arcadia Investment Management
Michigan
$502K +$32.6K +140 +7%
SWG
3825
Summit Wealth Group
Vermont
$502K -$27.9K -120 -5%