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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
SFC
3826
Sprinkle Financial Consultants
Colorado
$501K +$699 +3 +0.1%
OWP
3827
ORG Wealth Partners
Texas
$501K -$15.6K -67 -3%
RAS
3828
RPS Advisory Solutions
Kentucky
$500K -$31K -133 -6%
IA
3829
Inspire Advisors
Idaho
$500K +$14.2K +61 +3%
NI
3830
NDVR Inc
Massachusetts
$499K +$13.3K +57 +3%
TWP
3831
Tower Wealth Partners
Pennsylvania
$499K -$11.9K -51 -2%
DQRIM
3832
Dale Q Rice Investment Management
Washington
$498K +$484K +2,076 New
WHCI
3833
W.H. Cornerstone Investments
Massachusetts
$497K -$76.9K -330 -14%
RCA
3834
Riverview Capital Advisers
Massachusetts
$496K
RWM
3835
Ruedi Wealth Management
Illinois
$496K +$9.55K +41 +2%
SFP
3836
Sterling Financial Planning
New Jersey
$496K +$26.1K +112 +6%
FZCM
3837
Flynn Zito Capital Management
New York
$495K +$30.3K +130 +7%
KCAM
3838
Kagan Cocozza Asset Management
New Jersey
$495K +$481K +2,066 New
FDS
3839
Freedom Day Solutions
Texas
$495K +$7.22K +31 +2%
OAS
3840
Optivise Advisory Services
Tennessee
$495K -$79.9K -343 -14%
BIP
3841
Blue Investment Partners
California
$494K
SFFS
3842
Stonehage Fleming Financial Services
Jersey
$494K
DWP
3843
Destiny Wealth Partners
Florida
$494K +$27K +116 +6%
AWA
3844
AmeriServ Wealth Advisors
Pennsylvania
$494K +$480K +2,059 New
CPW
3845
Catalyst Private Wealth
California
$493K +$16.5K +71 +4%
KFS
3846
Kaizen Financial Strategies
California
$492K +$7.45K +32 +2%
FWM
3847
Foguth Wealth Management
Michigan
$492K +$153K +658 +55%
BHWM
3848
Beaird Harris Wealth Management
Texas
$492K +$105K +449 +28%
BWA
3849
Bestgate Wealth Advisors
Maryland
$492K +$478K +2,051 New
SHJ
3850
Sharkey, Howes & Javer
Colorado
$491K +$21K +90 +5%